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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
8,085
shares
|
$424,947
0.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,063
shares
|
$423,791
0.15% of portfolio
|
Q3 2024
Added 79.74%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
8,054
shares
|
$423,318
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,021
shares
|
$421,583
0.27% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
7,998
shares
|
$420,374
0.12% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
7,983
shares
|
$419,586
0.32% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
7,870
shares
|
$413,647
0.23% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,859
shares
|
$413,069
0.09% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
7,852
shares
|
$412,701
0.03% of portfolio
|
Q3 2024
Reduced 61.96%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
7,804
shares
|
$410,178
0.3% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,767
shares
|
$408,233
0.03% of portfolio
|
Q3 2022
Added 1223.17%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
7,760
shares
|
$407,865
0.04% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,752
shares
|
$407,445
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
7,738
shares
|
$406,709
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,712
shares
|
$405,342
0.02% of portfolio
|
Q3 2024
Reduced 45.84%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
7,657
shares
|
$402,451
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
7,650
shares
|
$402,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
7,634
shares
|
$401,243
0.09% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,634
shares
|
$401,243
0.28% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
7,539
shares
|
$396,249
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
7,480
shares
|
$393,148
0.25% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
7,479
shares
|
$393,096
0.16% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
7,450
shares
|
$391,572
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
7,443
shares
|
$391,204
0.13% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
7,385
shares
|
$388,155
0.13% of portfolio
|
Q4 2024
Added 5.33%
|