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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
610,727
shares
|
$31.3 Million
2.05% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
607,172
shares
|
$31.1 Million
1.23% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
603,545
shares
|
$30.9 Million
7.15% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
597,180
shares
|
$30.6 Million
2.59% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
585,362
shares
|
$30 Million
2.79% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
576,411
shares
|
$29.5 Million
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
561,531
shares
|
$28.8 Million
0.43% of portfolio
|
Q1 2025
Added 99.79%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
557,208
shares
|
$28.6 Million
4.59% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
556,696
shares
|
$28.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
546,747
shares
|
$28 Million
3.85% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
546,609
shares
|
$28 Million
2.74% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
545,888
shares
|
$28 Million
3.87% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
545,827
shares
|
$28 Million
0.97% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
542,275
shares
|
$27.8 Million
6.3% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
541,453
shares
|
$27.7 Million
2.95% of portfolio
|
Q1 2025
Added 19.33%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
536,227
shares
|
$27.5 Million
2.1% of portfolio
|
Q1 2025
Added 6211.52%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
536,053
shares
|
$27.5 Million
1.87% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
535,486
shares
|
$27.4 Million
14.34% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
528,939
shares
|
$27.1 Million
8.75% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
524,855
shares
|
$26.9 Million
1.75% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
517,552
shares
|
$26.5 Million
5.19% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
516,091
shares
|
$26.4 Million
0.06% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
515,645
shares
|
$26.4 Million
0.33% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
514,857
shares
|
$26.4 Million
0.64% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
514,102
shares
|
$26.3 Million
0.16% of portfolio
|
Q1 2025
Added 22.67%
|