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 1,088 institutions that hold shares in the stock, with a total of 437 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
483,639
shares
|
$24.5 Million
15.42% of portfolio
|
Q4 2024
Added 93.05%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
475,300
shares
|
$24.1 Million
2.9% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
468,788
shares
|
$23.7 Million
15.73% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
465,026
shares
|
$23.5 Million
16.68% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
464,743
shares
|
$23.5 Million
1.38% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
457,321
shares
|
$23.2 Million
13.74% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
453,739
shares
|
$23 Million
2.54% of portfolio
|
Q4 2024
Added 30.54%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
452,649
shares
|
$22.9 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
452,260
shares
|
$22.9 Million
10.24% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
448,668
shares
|
$22.7 Million
3.5% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
445,245
shares
|
$22.5 Million
0.15% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
443,828
shares
|
$22.5 Million
5.14% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Mar 14, 2025 Q4 2024 |
432,255
shares
|
$21.9 Million
11.31% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
419,106
shares
|
$21.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
412,678
shares
|
$20.9 Million
6.46% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
410,886
shares
|
$20.8 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
401,574
shares
|
$20.3 Million
4.42% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
395,792
shares
|
$20 Million
6.89% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
393,756
shares
|
$19.9 Million
10.71% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
390,871
shares
|
$19.8 Million
1.52% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
389,150
shares
|
$19.7 Million
0.59% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
382,808
shares
|
$19.4 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
382,571
shares
|
$19.4 Million
0.77% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
379,955
shares
|
$19.2 Million
8.64% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
379,513
shares
|
$19.2 Million
5.85% of portfolio
|
Q4 2024
Added 0.72%
|