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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
14,664
shares
|
$739,358
0.04% of portfolio
|
Q3 2024
Added 403.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
14,599
shares
|
$736,081
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,570
shares
|
$734,619
0.27% of portfolio
|
Q1 2024
Added 69.03%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
14,493
shares
|
$730,737
0.25% of portfolio
|
Q3 2024
Added 39.64%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,489
shares
|
$730,535
0.12% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
14,184
shares
|
$715,157
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,174
shares
|
$714,653
0.02% of portfolio
|
Q2 2020
Added 2.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,086
shares
|
$710,216
0.05% of portfolio
|
Q3 2024
Added 32.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,080
shares
|
$709,913
0.0% of portfolio
|
Q2 2023
Reduced 58.73%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,988
shares
|
$705,274
0.53% of portfolio
|
Q4 2022
Added 11.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
13,842
shares
|
$697,913
0.57% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
13,808
shares
|
$696,199
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
13,646
shares
|
$688,031
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
13,638
shares
|
$687,627
0.2% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
13,481
shares
|
$679,712
0.48% of portfolio
|
Q2 2024
Added 28.18%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,456
shares
|
$678,451
0.05% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
13,404
shares
|
$675,829
0.23% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
13,281
shares
|
$669,628
0.06% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,270
shares
|
$669,073
0.02% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$660,804
0.04% of portfolio
|
Q2 2023
Reduced 30.63%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
13,017
shares
|
$656,317
0.25% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
12,990
shares
|
$654,955
0.12% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
12,969
shares
|
$653,896
0.24% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
12,938
shares
|
$652,333
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,782
shares
|
$644,468
0.08% of portfolio
|
Q3 2024
Added 0.38%
|