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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
492
shares
|
$25,210
0.02% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
480
shares
|
$24,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
459
shares
|
$23,519
0.0% of portfolio
|
Q1 2025
Added 173.21%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
430
shares
|
$22,033
0.0% of portfolio
|
Q1 2025
Reduced 67.67%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
420
shares
|
$21,520
0.0% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
404
shares
|
$20,700
0.0% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
375
shares
|
$19,215
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
357
shares
|
$18,292
0.0% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
353
shares
|
$18,087
0.0% of portfolio
|
Q2 2024
Added 592.16%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
340
shares
|
$17,421
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
328
shares
|
$16,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$16,653
0.0% of portfolio
|
Q4 2023
Added 78.57%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
305
shares
|
$15,628
0.0% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
301
shares
|
$15,423
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
275
shares
|
$14,091
0.0% of portfolio
|
Q3 2020
Reduced 71.65%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
268
shares
|
$13,732
0.0% of portfolio
|
Q1 2025
Reduced 72.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$13,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
262
shares
|
$13,424
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
260
shares
|
$13,322
0.0% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
259
shares
|
$13,271
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
254
shares
|
$13,014
0.01% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
247
shares
|
$12,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
238
shares
|
$12,195
0.0% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
225
shares
|
$11,529
0.0% of portfolio
|
Q3 2023
Reduced 68.4%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
220
shares
|
$11,272
0.0% of portfolio
|
Q3 2024
Added 0.46%
|