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 |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
22,913
shares
|
$1.16 Million
0.71% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22,869
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
22,260
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
22,041
shares
|
$1.11 Million
0.56% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
21,780
shares
|
$1.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,734
shares
|
$1.1 Million
1.14% of portfolio
|
Q3 2024
Reduced 89.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
21,717
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
21,544
shares
|
$1.09 Million
0.51% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,346
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
21,270
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 55.53%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
21,233
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,925
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 32.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
20,900
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
20,882
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
20,852
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,815
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
20,652
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Added 97.02%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20,531
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
20,141
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
19,939
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2023
Reduced 13.2%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
19,773
shares
|
$996,954
0.27% of portfolio
|
Q3 2024
Reduced 30.94%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
19,697
shares
|
$993,122
0.78% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
19,599
shares
|
$988,181
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
19,592
shares
|
$987,828
0.88% of portfolio
|
Q1 2024
Added 5.61%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
19,076
shares
|
$961,811
0.28% of portfolio
|
Q3 2024
Reduced 0.47%
|