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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,317
shares
|
$279,461
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,278
shares
|
$277,411
0.0% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,248
shares
|
$275,834
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,244
shares
|
$275,624
0.06% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,222
shares
|
$274,468
0.01% of portfolio
|
Q3 2024
Added 23.57%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$274,205
0.04% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
5,182
shares
|
$272,365
0.2% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,169
shares
|
$271,682
0.13% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
5,164
shares
|
$271,419
0.01% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,130
shares
|
$269,632
0.06% of portfolio
|
Q4 2023
Reduced 4.59%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
5,123
shares
|
$269,264
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
5,104
shares
|
$268,266
0.1% of portfolio
|
Q3 2024
Added 188.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,090
shares
|
$267,530
0.01% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
5,047
shares
|
$265,270
0.16% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
5,021
shares
|
$263,903
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$262,800
0.09% of portfolio
|
Q2 2023
Reduced 30.56%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,000
shares
|
$262,800
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
4,981
shares
|
$261,801
0.21% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
4,968
shares
|
$261,118
0.27% of portfolio
|
Q3 2024
Reduced 30.99%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
4,953
shares
|
$260,329
0.09% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,949
shares
|
$260,119
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
4,937
shares
|
$259,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
4,911
shares
|
$258,122
0.04% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,876
shares
|
$256,282
0.14% of portfolio
|
Q3 2024
Reduced 20.82%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,860
shares
|
$255,441
0.04% of portfolio
|
Q4 2024
Reduced 3.44%
|