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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
11,040
shares
|
$556,636
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
11,007
shares
|
$554,972
0.27% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
10,998
shares
|
$554,519
0.08% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,898
shares
|
$549,477
0.08% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
10,872
shares
|
$548,166
0.36% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
10,859
shares
|
$547,510
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,806
shares
|
$544,838
0.02% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,768
shares
|
$542,922
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
10,691
shares
|
$539,040
0.24% of portfolio
|
Q2 2024
Added 149.03%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
10,600
shares
|
$534,452
0.03% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
10,410
shares
|
$524,872
0.08% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
10,295
shares
|
$519,073
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
10,212
shares
|
$514,889
0.51% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,080
shares
|
$508,233
0.02% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
10,078
shares
|
$508,132
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,058
shares
|
$507,124
0.02% of portfolio
|
Q1 2024
Added 93.8%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
10,033
shares
|
$505,863
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
9,851
shares
|
$496,687
0.18% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,732
shares
|
$490,687
0.41% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
9,650
shares
|
$486,553
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
9,509
shares
|
$479,443
0.16% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
9,480
shares
|
$477,981
0.23% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
9,465
shares
|
$477,225
0.21% of portfolio
|
Q3 2024
Added 45.08%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,447
shares
|
$476,317
0.11% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
9,371
shares
|
$472,485
0.29% of portfolio
|
Q3 2024
Added 0.37%
|