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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,200
shares
|
$111,342
0.01% of portfolio
|
Q2 2024
Added 543.27%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,048
shares
|
$103,649
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,025
shares
|
$102,485
0.06% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$101,220
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,994
shares
|
$100,916
0.08% of portfolio
|
Q4 2024
Reduced 93.24%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,977
shares
|
$100,055
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,917
shares
|
$97,019
0.03% of portfolio
|
Q3 2023
Reduced 10.75%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,715
shares
|
$86,796
0.03% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,693
shares
|
$85,682
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,641
shares
|
$83,051
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,627
shares
|
$82,342
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
1,625
shares
|
$82,241
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,514
shares
|
$76,623
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,508
shares
|
$76,319
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,496
shares
|
$75,712
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
1,461
shares
|
$73,941
0.02% of portfolio
|
Q1 2022
Reduced 28.56%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,408
shares
|
$71,258
0.02% of portfolio
|
Q4 2024
Added 458.73%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,393
shares
|
$70,499
0.02% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,330
shares
|
$67,311
0.01% of portfolio
|
Q2 2024
Added 47.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,324
shares
|
$67,007
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
1,322
shares
|
$66,906
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,282
shares
|
$64,882
0.02% of portfolio
|
Q4 2024
Reduced 17.29%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,282
shares
|
$64,882
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,278
shares
|
$64,679
0.0% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
1,266
shares
|
$64,072
0.01% of portfolio
|
Q3 2023
Reduced 28.56%
|