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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
233,128
shares
|
$12.5 Million
1.0% of portfolio
|
Q3 2024
Added 127.15%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
227,655
shares
|
$12.2 Million
0.74% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
222,878
shares
|
$12 Million
5.71% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
220,388
shares
|
$11.8 Million
5.97% of portfolio
|
Q3 2024
Added 32.91%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
219,675
shares
|
$11.8 Million
2.25% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
219,542
shares
|
$11.8 Million
0.63% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
218,008
shares
|
$11.7 Million
4.98% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
214,480
shares
|
$11.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
212,794
shares
|
$11.4 Million
0.33% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
212,633
shares
|
$11.4 Million
4.44% of portfolio
|
Q3 2024
Added 133.68%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
212,129
shares
|
$11.4 Million
5.85% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
208,791
shares
|
$11.2 Million
0.37% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
207,340
shares
|
$11.1 Million
2.87% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
205,299
shares
|
$11 Million
3.56% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
204,531
shares
|
$11 Million
0.2% of portfolio
|
Q3 2022
Reduced 66.19%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
204,515
shares
|
$11 Million
7.48% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
203,871
shares
|
$10.9 Million
0.5% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
197,420
shares
|
$10.6 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
195,849
shares
|
$10.5 Million
1.99% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$10.5 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
193,716
shares
|
$10.4 Million
0.81% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
193,647
shares
|
$10.4 Million
1.93% of portfolio
|
Q3 2024
Added 64.6%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
191,058
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
188,571
shares
|
$10.1 Million
1.11% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
188,382
shares
|
$10.1 Million
0.39% of portfolio
|
Q3 2024
Added 29.89%
|