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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
509,504
shares
|
$26.1 Million
0.93% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
503,601
shares
|
$25.8 Million
15.19% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
483,958
shares
|
$24.8 Million
3.02% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
478,525
shares
|
$24.5 Million
2.39% of portfolio
|
Q1 2025
Added 144.25%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
476,546
shares
|
$24.4 Million
5.91% of portfolio
|
Q1 2025
Added 128.57%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
467,799
shares
|
$24 Million
11.05% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
464,743
shares
|
$23.8 Million
1.38% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
461,424
shares
|
$23.6 Million
3.6% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
457,896
shares
|
$23.5 Million
4.66% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
456,800
shares
|
$23.4 Million
0.56% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
445,245
shares
|
$22.8 Million
0.15% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
444,864
shares
|
$22.8 Million
16.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
444,575
shares
|
$22.8 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
439,954
shares
|
$22.5 Million
11.68% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
437,088
shares
|
$22.4 Million
0.14% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
432,962
shares
|
$22.2 Million
16.24% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
420,791
shares
|
$21.6 Million
4.73% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 23, 2025 Q1 2025 |
418,039
shares
|
$21.4 Million
17.11% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
411,334
shares
|
$21.1 Million
11.07% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
404,902
shares
|
$20.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
401,486
shares
|
$20.6 Million
11.29% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
399,015
shares
|
$20.4 Million
1.3% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
397,814
shares
|
$20.4 Million
1.23% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
395,168
shares
|
$20.2 Million
0.89% of portfolio
|
Q1 2025
Added 3269.44%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
389,246
shares
|
$19.9 Million
9.32% of portfolio
|
Q1 2025
Added 2.45%
|