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 1,008 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
352,509
shares
|
$18.9 Million
11.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
352,119
shares
|
$18.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
351,544
shares
|
$18.9 Million
8.38% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
350,007
shares
|
$18.8 Million
0.24% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
347,670
shares
|
$18.7 Million
0.04% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
347,579
shares
|
$18.6 Million
2.36% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
339,736
shares
|
$18.2 Million
5.33% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
337,419
shares
|
$18.1 Million
0.12% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
337,353
shares
|
$18.1 Million
1.02% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
335,368
shares
|
$18 Million
8.89% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
334,301
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
331,593
shares
|
$17.8 Million
5.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
328,555
shares
|
$17.6 Million
1.67% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
327,451
shares
|
$17.6 Million
2.02% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
322,286
shares
|
$17.3 Million
8.67% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
320,373
shares
|
$17.2 Million
1.16% of portfolio
|
Q4 2023
Added 6.53%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
316,872
shares
|
$17 Million
0.95% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
314,976
shares
|
$16.9 Million
3.73% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
309,356
shares
|
$16.6 Million
2.99% of portfolio
|
Q3 2024
Added 77.42%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
307,562
shares
|
$16.5 Million
1.75% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
305,518
shares
|
$16.4 Million
7.55% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
305,242
shares
|
$16.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
305,140
shares
|
$16.4 Million
0.3% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
300,000
shares
|
$16.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
299,460
shares
|
$16.1 Million
9.68% of portfolio
|
Q3 2024
Added 6.8%
|