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 1,010 institutions that hold shares in the stock, with a total of 407 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
540,478
shares
|
$29.9 Million
6.94% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
538,683
shares
|
$29.8 Million
0.75% of portfolio
|
Q3 2024
Added 847.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
537,606
shares
|
$29.7 Million
0.42% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
531,029
shares
|
$29.3 Million
10.08% of portfolio
|
Q3 2024
Added 896.53%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
527,759
shares
|
$29.2 Million
1.07% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
526,724
shares
|
$29.1 Million
6.08% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
526,118
shares
|
$29.1 Million
14.09% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
524,119
shares
|
$29 Million
9.35% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
522,253
shares
|
$28.9 Million
4.23% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
521,648
shares
|
$28.8 Million
2.41% of portfolio
|
Q3 2024
Added 3702.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
515,094
shares
|
$28.5 Million
0.71% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
511,161
shares
|
$28.3 Million
2.62% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
505,014
shares
|
$27.9 Million
5.67% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
495,427
shares
|
$27.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
487,573
shares
|
$26.9 Million
1.49% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
484,937
shares
|
$26.8 Million
3.07% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
475,925
shares
|
$26.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
465,510
shares
|
$25.7 Million
0.89% of portfolio
|
Q3 2024
Reduced 20.25%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
464,743
shares
|
$25.7 Million
1.38% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
463,965
shares
|
$25.6 Million
1.23% of portfolio
|
Q3 2024
Added 734.96%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
457,574
shares
|
$25.3 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
454,972
shares
|
$25.1 Million
0.55% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
454,556
shares
|
$25.1 Million
2.33% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
449,354
shares
|
$24.8 Million
13.59% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
448,977
shares
|
$24.8 Million
16.54% of portfolio
|
Q3 2024
Added 4.12%
|