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 1,086 institutions that hold shares in the stock, with a total of 438 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
117,750
shares
|
$5.96 Million
2.18% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
117,646
shares
|
$5.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 61.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
117,279
shares
|
$5.94 Million
0.8% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
116,183
shares
|
$5.88 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
115,506
shares
|
$5.85 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
113,098
shares
|
$5.72 Million
2.75% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
112,941
shares
|
$5.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.68%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
110,626
shares
|
$5.6 Million
0.67% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
109,210
shares
|
$5.53 Million
3.57% of portfolio
|
Q4 2024
Added 174.16%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
108,848
shares
|
$5.51 Million
3.01% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
108,058
shares
|
$5.47 Million
0.5% of portfolio
|
Q4 2023
Added 9.69%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
107,790
shares
|
$5.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
106,249
shares
|
$5.38 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
105,905
shares
|
$5.36 Million
0.19% of portfolio
|
Q4 2024
Added 31.41%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
105,072
shares
|
$5.32 Million
0.52% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
103,644
shares
|
$5.25 Million
2.12% of portfolio
|
Q4 2024
Reduced 51.26%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
103,081
shares
|
$5.22 Million
0.7% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
102,163
shares
|
$5.17 Million
0.82% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
102,146
shares
|
$5.17 Million
2.41% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
101,464
shares
|
$5.14 Million
4.67% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
100,268
shares
|
$5.07 Million
3.35% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
99,025
shares
|
$5.01 Million
2.54% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
98,600
shares
|
$4.99 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
98,080
shares
|
$4.96 Million
0.29% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
98,017
shares
|
$4.96 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.11%
|