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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
19,076
shares
|
$1 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,024
shares
|
$999,901
0.21% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
18,893
shares
|
$993,016
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
18,849
shares
|
$990,703
0.33% of portfolio
|
Q3 2024
Reduced 47.29%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
18,752
shares
|
$985,605
0.34% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
18,439
shares
|
$969,153
0.02% of portfolio
|
Q2 2024
Added 66.61%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
18,128
shares
|
$952,807
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
18,042
shares
|
$948,287
0.02% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,981
shares
|
$945,081
0.07% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
17,980
shares
|
$945,028
0.37% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
17,922
shares
|
$941,980
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,899
shares
|
$940,771
0.68% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
17,763
shares
|
$933,623
0.3% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
17,483
shares
|
$918,906
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
17,436
shares
|
$916,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
17,369
shares
|
$912,914
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
17,092
shares
|
$898,355
0.32% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
16,862
shares
|
$886,266
0.0% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,861
shares
|
$886,214
0.0% of portfolio
|
Q3 2024
Added 63.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
16,817
shares
|
$883,901
0.06% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
16,614
shares
|
$873,231
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
16,478
shares
|
$866,083
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
16,448
shares
|
$864,506
0.6% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
16,411
shares
|
$862,562
0.66% of portfolio
|
Q4 2023
Reduced 10.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
16,385
shares
|
$861,195
0.04% of portfolio
|
Q3 2024
Reduced 4.87%
|