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 1,122 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 $24.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
52,260
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
52,130
shares
|
$2.78 Million
0.22% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
52,051
shares
|
$2.77 Million
0.15% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
52,025
shares
|
$2.77 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
51,985
shares
|
$2.77 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
51,913
shares
|
$2.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
51,837
shares
|
$2.76 Million
1.38% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
51,665
shares
|
$2.75 Million
0.58% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
51,319
shares
|
$2.74 Million
0.77% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
50,978
shares
|
$2.72 Million
0.55% of portfolio
|
Q2 2025
Added 264.52%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
50,843
shares
|
$2.71 Million
0.89% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
48,598
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
48,053
shares
|
$2.56 Million
0.17% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
47,869
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
47,775
shares
|
$2.55 Million
1.64% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
47,549
shares
|
$2.53 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
47,424
shares
|
$2.53 Million
0.1% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
47,243
shares
|
$2.52 Million
0.48% of portfolio
|
Q3 2021
Reduced 3.46%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
47,118
shares
|
$2.51 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
47,005
shares
|
$2.51 Million
0.45% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
46,850
shares
|
$2.5 Million
0.84% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
45,964
shares
|
$2.45 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
45,404
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.69%
|