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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
208
shares
|
$10,657
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
207
shares
|
$10,606
0.01% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
206
shares
|
$10,555
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
202
shares
|
$10,350
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
198
shares
|
$10,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
195
shares
|
$9,991
0.0% of portfolio
|
Q2 2024
Added 310.26%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
181
shares
|
$9,274
0.01% of portfolio
|
Q1 2025
Added 43.65%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
181
shares
|
$9,274
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
177
shares
|
$9,069
0.01% of portfolio
|
Q3 2024
Added 84.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
174
shares
|
$8,915
0.01% of portfolio
|
Q1 2025
Reduced 54.09%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
166
shares
|
$8,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
154
shares
|
$7,890
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
154
shares
|
$7,890
0.0% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
143
shares
|
$7,327
0.0% of portfolio
|
Q1 2025
Added 138.33%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
135
shares
|
$6,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$6,148
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
120
shares
|
$6,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
120
shares
|
$6,148
0.0% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
118
shares
|
$6,046
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
97
shares
|
$4,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
95
shares
|
$4,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
86
shares
|
$4,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
84
shares
|
$4,304
0.0% of portfolio
|
Q1 2024
Reduced 26.96%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
80
shares
|
$4,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
76
shares
|
$3,894
0.0% of portfolio
|
Q2 2024
New holding
|