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 1,011 institutions that hold shares in the stock, with a total of 407 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
80,589
shares
|
$4.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
80,100
shares
|
$4.04 Million
3.09% of portfolio
|
Q4 2023
Reduced 1.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
79,670
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
79,368
shares
|
$4 Million
1.75% of portfolio
|
Q1 2023
Reduced 0.34%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
78,825
shares
|
$3.97 Million
3.04% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
78,791
shares
|
$3.97 Million
0.28% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
78,378
shares
|
$3.95 Million
0.11% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
78,082
shares
|
$3.94 Million
0.08% of portfolio
|
Q3 2022
Reduced 63.08%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
77,360
shares
|
$3.9 Million
0.83% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
76,593
shares
|
$3.86 Million
0.79% of portfolio
|
Q3 2024
Added 104.72%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
75,488
shares
|
$3.81 Million
0.35% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
75,212
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
74,848
shares
|
$3.77 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
74,245
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
73,000
shares
|
$3.68 Million
1.59% of portfolio
|
Q3 2024
Added 46.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
72,964
shares
|
$3.68 Million
1.94% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
72,909
shares
|
$3.68 Million
0.04% of portfolio
|
Q3 2024
Added 117.93%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
71,859
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
70,812
shares
|
$3.57 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
69,663
shares
|
$3.51 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
69,075
shares
|
$3.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
68,576
shares
|
$3.46 Million
2.19% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
67,551
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
65,806
shares
|
$3.32 Million
2.28% of portfolio
|
Q3 2024
Reduced 59.92%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
64,980
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|