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 1,086 institutions that hold shares in the stock, with a total of 438 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
5,182
shares
|
$262,261
0.19% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,169
shares
|
$261,603
0.13% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
5,164
shares
|
$261,350
0.01% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,130
shares
|
$259,629
0.06% of portfolio
|
Q4 2023
Reduced 4.59%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
5,123
shares
|
$259,275
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
5,121
shares
|
$259,173
0.33% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,090
shares
|
$257,604
0.01% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,081
shares
|
$257,149
0.0% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
5,073
shares
|
$256,744
0.11% of portfolio
|
Q4 2024
Added 688.96%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
5,068
shares
|
$256,491
0.16% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
5,068
shares
|
$256,491
0.13% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
5,029
shares
|
$254,517
0.12% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
5,021
shares
|
$254,112
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$253,050
0.09% of portfolio
|
Q2 2023
Reduced 30.56%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,000
shares
|
$253,050
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
4,981
shares
|
$252,088
0.21% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,949
shares
|
$250,468
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
4,911
shares
|
$248,545
0.04% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,878
shares
|
$246,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
4,862
shares
|
$246,065
0.27% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,860
shares
|
$245,964
0.04% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
4,832
shares
|
$244,547
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,804
shares
|
$243,130
0.01% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
4,784
shares
|
$242,118
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
4,774
shares
|
$241,612
0.09% of portfolio
|
Q4 2024
Reduced 3.61%
|