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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
32,314
shares
|
$1.7 Million
0.85% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
32,302
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
31,950
shares
|
$1.68 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
31,846
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
31,545
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
31,150
shares
|
$1.64 Million
0.43% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
30,892
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
30,844
shares
|
$1.62 Million
0.67% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
30,699
shares
|
$1.61 Million
0.85% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
30,008
shares
|
$1.58 Million
0.4% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
29,883
shares
|
$1.57 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
29,880
shares
|
$1.57 Million
16.65% of portfolio
|
Q4 2022
Reduced 91.14%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
29,431
shares
|
$1.55 Million
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
29,326
shares
|
$1.54 Million
0.57% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
28,759
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
28,697
shares
|
$1.51 Million
0.54% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
28,610
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,505
shares
|
$1.5 Million
0.44% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
28,138
shares
|
$1.48 Million
0.29% of portfolio
|
Q4 2023
Reduced 4.42%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
28,049
shares
|
$1.47 Million
0.69% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
27,997
shares
|
$1.47 Million
0.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
27,960
shares
|
$1.47 Million
0.98% of portfolio
|
Q2 2023
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
27,897
shares
|
$1.47 Million
1.54% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
27,861
shares
|
$1.46 Million
0.61% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,675
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|