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 |
|---|---|---|---|---|---|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
55,400
shares
|
$2.79 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
55,390
shares
|
$2.79 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
53,776
shares
|
$2.71 Million
0.44% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
53,617
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
53,569
shares
|
$2.7 Million
0.84% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
53,533
shares
|
$2.7 Million
0.68% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
53,418
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$2.69 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
52,847
shares
|
$2.66 Million
1.39% of portfolio
|
Q3 2024
Added 259.43%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
52,834
shares
|
$2.66 Million
1.44% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
52,217
shares
|
$2.63 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
51,879
shares
|
$2.62 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
51,234
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
51,007
shares
|
$2.57 Million
1.93% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
50,806
shares
|
$2.56 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
50,623
shares
|
$2.55 Million
2.28% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
49,725
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
49,439
shares
|
$2.49 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
48,184
shares
|
$2.43 Million
0.8% of portfolio
|
Q3 2024
Reduced 23.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
48,164
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
48,120
shares
|
$2.43 Million
0.16% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
47,201
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
47,195
shares
|
$2.38 Million
0.39% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
46,395
shares
|
$2.34 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
46,230
shares
|
$2.33 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.82%
|