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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
27,650
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
27,422
shares
|
$1.38 Million
0.75% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,259
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2023
Reduced 70.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
27,000
shares
|
$1.36 Million
0.41% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,841
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 168.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
26,818
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
26,301
shares
|
$1.33 Million
0.36% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
25,992
shares
|
$1.31 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
25,777
shares
|
$1.3 Million
0.8% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,530
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,457
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
25,423
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
25,330
shares
|
$1.28 Million
1.15% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
25,303
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
24,920
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
24,495
shares
|
$1.24 Million
0.67% of portfolio
|
Q4 2024
Added 86.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
24,486
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,461
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
24,368
shares
|
$1.23 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
24,264
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
24,054
shares
|
$1.21 Million
0.74% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
24,028
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
23,397
shares
|
$1.18 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
23,372
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Added 107.7%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,103
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.62%
|