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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
12,758
shares
|
$670,560
0.47% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,724
shares
|
$668,773
0.29% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
12,655
shares
|
$665,146
0.29% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
12,525
shares
|
$658,314
0.17% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
12,513
shares
|
$657,683
0.25% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
12,468
shares
|
$655,318
0.13% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
12,183
shares
|
$640,338
0.02% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$639,024
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
12,103
shares
|
$636,133
0.06% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
12,082
shares
|
$635,029
0.6% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
12,047
shares
|
$633,190
0.0% of portfolio
|
Q3 2024
Reduced 67.42%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,026
shares
|
$632,086
0.34% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
11,944
shares
|
$627,776
0.22% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
11,921
shares
|
$626,567
0.08% of portfolio
|
Q3 2024
Reduced 20.94%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
11,793
shares
|
$619,840
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,737
shares
|
$616,896
0.09% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
11,546
shares
|
$606,857
0.0% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
11,379
shares
|
$598,080
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,372
shares
|
$597,712
0.07% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
11,200
shares
|
$588,672
0.28% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$586,832
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
11,098
shares
|
$583,310
0.07% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
11,095
shares
|
$583,153
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$580,262
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
11,040
shares
|
$580,262
0.06% of portfolio
|
Q3 2024
New holding
|