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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
16,502
shares
|
$832,030
0.64% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
16,478
shares
|
$830,820
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
16,411
shares
|
$827,442
0.66% of portfolio
|
Q4 2023
Reduced 10.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
16,385
shares
|
$826,131
0.04% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
16,146
shares
|
$814,081
0.21% of portfolio
|
Q3 2024
Added 58.85%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
16,143
shares
|
$813,930
0.25% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,097
shares
|
$811,610
0.02% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
16,033
shares
|
$808,383
0.2% of portfolio
|
Q2 2022
Reduced 35.54%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
16,001
shares
|
$806,770
0.33% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
15,833
shares
|
$798,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
15,829
shares
|
$798,098
0.02% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
15,634
shares
|
$788,266
0.31% of portfolio
|
Q3 2021
Added 0.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
15,597
shares
|
$786,400
0.05% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
15,579
shares
|
$785,493
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
15,570
shares
|
$785,039
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
15,525
shares
|
$782,770
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
15,388
shares
|
$775,862
0.28% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,387
shares
|
$775,812
0.81% of portfolio
|
Q4 2023
Added 54.02%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,322
shares
|
$772,535
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
15,291
shares
|
$770,972
0.0% of portfolio
|
Q3 2024
Added 121.35%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
15,059
shares
|
$759,274
0.03% of portfolio
|
Q2 2024
Added 253.58%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
14,859
shares
|
$749,190
0.16% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
14,802
shares
|
$746,316
0.39% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
14,779
shares
|
$745,157
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
14,707
shares
|
$741,526
0.41% of portfolio
|
Q3 2024
New holding
|