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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
9,358
shares
|
$471,830
0.01% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
9,297
shares
|
$468,754
0.09% of portfolio
|
Q3 2024
Reduced 21.65%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
9,213
shares
|
$464,519
0.04% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
9,193
shares
|
$463,511
0.06% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,132
shares
|
$460,435
0.03% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
9,002
shares
|
$453,880
0.2% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,975
shares
|
$452,519
0.0% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
8,897
shares
|
$448,586
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,891
shares
|
$448,284
0.07% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
8,871
shares
|
$447,275
0.49% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,857
shares
|
$446,569
0.0% of portfolio
|
Q3 2024
Reduced 32.51%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
8,853
shares
|
$446,368
0.04% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,850
shares
|
$446,217
0.02% of portfolio
|
Q3 2024
Reduced 97.04%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
8,845
shares
|
$445,964
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
8,844
shares
|
$445,914
0.04% of portfolio
|
Q3 2024
Reduced 94.81%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
8,840
shares
|
$445,712
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
8,752
shares
|
$441,275
0.23% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
8,707
shares
|
$439,006
0.12% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
8,651
shares
|
$436,183
0.09% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
8,573
shares
|
$432,250
0.17% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
8,571
shares
|
$432,149
0.03% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
8,494
shares
|
$428,267
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,463
shares
|
$426,704
0.08% of portfolio
|
Q1 2024
Reduced 27.44%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
8,461
shares
|
$426,603
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
8,428
shares
|
$424,939
0.01% of portfolio
|
Q3 2024
Reduced 3.91%
|