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 1,093 institutions that hold shares in the stock, with a total of 456 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
78,214,398
shares
|
$3.85 Billion
8.44% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
41,404,616
shares
|
$2.04 Billion
0.89% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
17,380,190
shares
|
$856 Million
9.72% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
16,207,539
shares
|
$798 Million
4.76% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Horizon Financial Services, LLC
|
Apr 28, 2025 Q1 2025 |
16,186,984
shares
|
$797 Million
7.33% of portfolio
|
Q1 2025
Added 5889.61%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,186,400
shares
|
$452 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,030,623
shares
|
$395 Million
0.11% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
7,945,035
shares
|
$391 Million
6.2% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,957,205
shares
|
$343 Million
0.07% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,945,261
shares
|
$293 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
5,797,361
shares
|
$285 Million
7.8% of portfolio
|
Q4 2024
Added 300.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,503,158
shares
|
$271 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,440,752
shares
|
$268 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,343,491
shares
|
$263 Million
0.06% of portfolio
|
Q4 2024
Added 32.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,503,433
shares
|
$222 Million
0.08% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
4,398,254
shares
|
$217 Million
7.34% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,232,189
shares
|
$208 Million
0.3% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,219,443
shares
|
$208 Million
6.88% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,085,636
shares
|
$201 Million
0.83% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
4,054,405
shares
|
$200 Million
15.95% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,934,360
shares
|
$194 Million
2.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,896,869
shares
|
$192 Million
0.06% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,877,502
shares
|
$191 Million
0.6% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,534,578
shares
|
$174 Million
0.37% of portfolio
|
Q1 2025
Added 172.51%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,438,461
shares
|
$169 Million
0.36% of portfolio
|
Q1 2025
Added 0.05%
|