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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
38,946
shares
|
$1.96 Million
0.17% of portfolio
|
Q3 2024
Added 16.7%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
38,337
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$1.93 Million
0.53% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
38,265
shares
|
$1.93 Million
0.54% of portfolio
|
Q3 2024
Reduced 93.45%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
38,086
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 72.48%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
37,890
shares
|
$1.91 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
37,742
shares
|
$1.9 Million
1.23% of portfolio
|
Q3 2024
Added 62.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
36,142
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
35,607
shares
|
$1.8 Million
0.33% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
35,579
shares
|
$1.79 Million
0.29% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
35,520
shares
|
$1.79 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,993
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.29%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
34,761
shares
|
$1.75 Million
1.31% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
34,755
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
34,713
shares
|
$1.75 Million
1.19% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
34,305
shares
|
$1.73 Million
0.29% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
34,115
shares
|
$1.72 Million
0.36% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
33,587
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
33,323
shares
|
$1.68 Million
0.46% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
33,166
shares
|
$1.67 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
32,822
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
32,693
shares
|
$1.65 Million
0.44% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
32,194
shares
|
$1.62 Million
0.92% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
31,950
shares
|
$1.61 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
31,846
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.38%
|