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 1,013 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
64,980
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
64,853
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 622.35%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
63,821
shares
|
$3.35 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
63,756
shares
|
$3.35 Million
0.08% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
63,559
shares
|
$3.34 Million
1.28% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
63,555
shares
|
$3.34 Million
1.93% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
63,316
shares
|
$3.33 Million
1.82% of portfolio
|
Q3 2024
Reduced 35.92%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
63,115
shares
|
$3.32 Million
0.85% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
62,888
shares
|
$3.31 Million
0.57% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
62,759
shares
|
$3.3 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
62,055
shares
|
$3.26 Million
0.22% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
61,642
shares
|
$3.24 Million
0.75% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
61,274
shares
|
$3.22 Million
0.22% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
61,272
shares
|
$3.22 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
61,156
shares
|
$3.21 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
59,832
shares
|
$3.14 Million
2.25% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
59,748
shares
|
$3.14 Million
2.61% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
58,943
shares
|
$3.1 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
57,803
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
57,802
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
57,516
shares
|
$3.02 Million
4.16% of portfolio
|
Q3 2024
Reduced 73.82%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
57,509
shares
|
$3.02 Million
0.31% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
57,316
shares
|
$3.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
56,623
shares
|
$2.98 Million
0.82% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|