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 1,125 institutions that hold shares in the stock, with a total of 454 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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
85,753
shares
|
$4.57 Million
0.18% of portfolio
|
Q1 2025
Reduced 25.76%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,606
shares
|
$4.56 Million
0.27% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
85,271
shares
|
$4.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
85,114
shares
|
$4.54 Million
0.09% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
84,663
shares
|
$4.51 Million
0.65% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
84,534
shares
|
$4.51 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
83,568
shares
|
$4.46 Million
0.37% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
83,291
shares
|
$4.44 Million
0.04% of portfolio
|
Q1 2025
Added 79.42%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
82,823
shares
|
$4.42 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
82,127
shares
|
$4.38 Million
0.62% of portfolio
|
Q1 2025
Reduced 50.05%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
80,100
shares
|
$4.27 Million
3.21% of portfolio
|
Q4 2023
Reduced 1.85%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
79,645
shares
|
$4.25 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
79,368
shares
|
$4.23 Million
1.75% of portfolio
|
Q1 2023
Reduced 0.34%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
78,338
shares
|
$4.18 Million
2.5% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
78,082
shares
|
$4.16 Million
0.08% of portfolio
|
Q3 2022
Reduced 63.08%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
76,504
shares
|
$4.08 Million
0.75% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
75,820
shares
|
$4.04 Million
0.36% of portfolio
|
Q1 2025
Added 99.15%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
75,337
shares
|
$4.02 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
74,339
shares
|
$3.96 Million
2.86% of portfolio
|
Q2 2024
Added 21.3%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
73,875
shares
|
$3.94 Million
3.49% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
72,741
shares
|
$3.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
72,422
shares
|
$3.86 Million
0.2% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
71,900
shares
|
$3.83 Million
1.23% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
71,564
shares
|
$3.82 Million
0.48% of portfolio
|
Q1 2025
Added 54.77%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
71,279
shares
|
$3.8 Million
1.7% of portfolio
|
Q1 2025
Reduced 22.27%
|