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 1,119 institutions that hold shares in the stock, with a total of 455 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
78,809,775
shares
|
$4.16 Billion
8.66% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
42,792,448
shares
|
$2.26 Billion
0.89% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
17,380,190
shares
|
$918 Million
9.72% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
16,207,539
shares
|
$856 Million
4.76% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,809,307
shares
|
$518 Million
0.04% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,980,322
shares
|
$474 Million
0.13% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
7,945,035
shares
|
$419 Million
6.2% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,800,995
shares
|
$359 Million
0.03% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,718,939
shares
|
$355 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,140,956
shares
|
$324 Million
0.03% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,740,575
shares
|
$303 Million
0.11% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,059,600
shares
|
$267 Million
6.55% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,024,070
shares
|
$265 Million
8.8% of portfolio
|
Q1 2025
Added 63.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,503,433
shares
|
$238 Million
0.08% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,456,511
shares
|
$235 Million
0.42% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,445,021
shares
|
$235 Million
7.65% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,436,910
shares
|
$234 Million
2.26% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
4,394,135
shares
|
$232 Million
3.74% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,232,189
shares
|
$223 Million
0.3% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,219,989
shares
|
$223 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,219,443
shares
|
$223 Million
6.88% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,133,351
shares
|
$218 Million
16.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,085,636
shares
|
$216 Million
0.83% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,938,408
shares
|
$208 Million
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,884,241
shares
|
$205 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.6%
|