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 1,009 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 $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
448,521
shares
|
$24.5 Million
3.23% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
448,313
shares
|
$24.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
441,216
shares
|
$24.1 Million
0.44% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
437,661
shares
|
$23.9 Million
1.15% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
435,398
shares
|
$23.8 Million
10.52% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
433,848
shares
|
$23.7 Million
5.36% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
433,405
shares
|
$23.7 Million
11.53% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
428,255
shares
|
$23.4 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
428,078
shares
|
$23.4 Million
0.86% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
427,346
shares
|
$23.4 Million
15.11% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
424,916
shares
|
$23.2 Million
6.74% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
421,095
shares
|
$23 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
396,862
shares
|
$21.7 Million
7.37% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
391,646
shares
|
$21.4 Million
4.66% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
387,260
shares
|
$21.2 Million
1.42% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
383,720
shares
|
$21 Million
10.75% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
379,300
shares
|
$20.7 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
376,817
shares
|
$20.6 Million
5.74% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
374,705
shares
|
$20.5 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
374,067
shares
|
$20.5 Million
1.44% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
372,926
shares
|
$20.4 Million
8.63% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
362,807
shares
|
$19.8 Million
0.85% of portfolio
|
Q3 2024
Added 50.05%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
357,393
shares
|
$19.5 Million
9.18% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
356,543
shares
|
$19.5 Million
19.61% of portfolio
|
Q3 2024
Reduced 24.57%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
356,129
shares
|
$19.5 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.82%
|