Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,112 institutions that hold shares in the stock, with a total of 452 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
688
shares
|
$35,253
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
688
shares
|
$35,253
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
681
shares
|
$34,894
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
655
shares
|
$33,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
651
shares
|
$33,357
0.0% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
628
shares
|
$32,178
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
625
shares
|
$32,025
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
617
shares
|
$31,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
608
shares
|
$31,153
0.02% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
605
shares
|
$31,000
0.0% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
597
shares
|
$30,590
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
591
shares
|
$30,282
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
580
shares
|
$29,719
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
578
shares
|
$29,616
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
572
shares
|
$29,309
0.01% of portfolio
|
Q1 2025
Reduced 41.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
571
shares
|
$29,258
0.0% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
569
shares
|
$29,155
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
569
shares
|
$29,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
562
shares
|
$28,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
553
shares
|
$28,335
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
544
shares
|
$27,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
544
shares
|
$27,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
535
shares
|
$27,413
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
500
shares
|
$25,620
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
495
shares
|
$25,363
0.01% of portfolio
|
Q4 2024
Reduced 20.67%
|