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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
58,683
shares
|
$3.13 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
58,577
shares
|
$3.12 Million
0.07% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
58,489
shares
|
$3.12 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
58,391
shares
|
$3.11 Million
1.72% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
58,020
shares
|
$3.09 Million
0.77% of portfolio
|
Q1 2025
Added 1176.57%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
57,542
shares
|
$3.07 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
57,476
shares
|
$3.06 Million
0.13% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
56,892
shares
|
$3.03 Million
0.31% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
56,424
shares
|
$3.01 Million
0.87% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
56,370
shares
|
$3.01 Million
0.89% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
56,178
shares
|
$2.99 Million
0.24% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
55,563
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 266.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
55,560
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
55,417
shares
|
$2.95 Million
0.23% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
55,154
shares
|
$2.94 Million
0.47% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
54,788
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
54,107
shares
|
$2.88 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
53,890
shares
|
$2.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
53,677
shares
|
$2.86 Million
1.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
53,565
shares
|
$2.86 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
53,395
shares
|
$2.85 Million
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$2.85 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
53,366
shares
|
$2.84 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
52,756
shares
|
$2.81 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
52,660
shares
|
$2.81 Million
2.33% of portfolio
|
Q1 2025
Added 2.22%
|