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 1,074 institutions that hold shares in the stock, with a total of 437 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,790
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,790
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
34
shares
|
$1,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
31
shares
|
$1,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
27
shares
|
$1,421
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
27
shares
|
$1,421
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
22
shares
|
$1,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
19
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
19
shares
|
$1,000
0.0% of portfolio
|
Q3 2024
Reduced 97.54%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$684
0.0% of portfolio
|
Q4 2024
Reduced 56.67%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
12
shares
|
$631
0.0% of portfolio
|
Q2 2024
Reduced 99.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$579
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$210
0.0% of portfolio
|
Q3 2022
Reduced 98.33%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
4
shares
|
$210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3
shares
|
$157
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q3 2023
Added 24.27%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|