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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
389,150
shares
|
$19.9 Million
0.59% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
383,445
shares
|
$19.6 Million
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
372,469
shares
|
$19.1 Million
1.64% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
370,016
shares
|
$19 Million
4.09% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
369,061
shares
|
$18.9 Million
2.66% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
365,892
shares
|
$18.7 Million
11.21% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
364,573
shares
|
$18.7 Million
9.06% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
360,076
shares
|
$18.5 Million
0.74% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
359,958
shares
|
$18.4 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
357,931
shares
|
$18.3 Million
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
354,844
shares
|
$18.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
353,323
shares
|
$18.1 Million
7.76% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
353,161
shares
|
$18.1 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
352,246
shares
|
$18 Million
7.9% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
349,587
shares
|
$17.9 Million
0.63% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
348,702
shares
|
$17.9 Million
5.45% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
346,181
shares
|
$17.7 Million
5.1% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
340,861
shares
|
$17.5 Million
5.44% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
335,368
shares
|
$17.2 Million
8.89% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
335,168
shares
|
$17.2 Million
1.95% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
334,973
shares
|
$17.2 Million
0.27% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
332,216
shares
|
$17 Million
16.77% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
325,004
shares
|
$16.7 Million
1.22% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
324,274
shares
|
$16.6 Million
1.93% of portfolio
|
Q1 2025
Added 42.42%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
323,296
shares
|
$16.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.14%
|