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 |
|---|---|---|---|---|---|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
603,545
shares
|
$30.5 Million
7.15% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
602,385
shares
|
$30.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
599,412
shares
|
$30.3 Million
0.69% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
596,751
shares
|
$30.2 Million
2.73% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
580,638
shares
|
$29.4 Million
0.73% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
576,411
shares
|
$29.2 Million
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
572,099
shares
|
$29 Million
0.36% of portfolio
|
Q4 2024
Added 63.45%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
570,749
shares
|
$28.9 Million
1.95% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
565,590
shares
|
$28.6 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
558,916
shares
|
$28.3 Million
2.51% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
555,527
shares
|
$28.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
552,524
shares
|
$28 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
550,904
shares
|
$27.9 Million
5.79% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
544,149
shares
|
$27.5 Million
6.66% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
541,565
shares
|
$27.4 Million
4.24% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
533,373
shares
|
$27 Million
14.11% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
526,468
shares
|
$26.6 Million
2.64% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
521,412
shares
|
$26.4 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
520,611
shares
|
$26.3 Million
8.68% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
517,209
shares
|
$26.2 Million
1.84% of portfolio
|
Q4 2024
Added 33.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
512,616
shares
|
$25.9 Million
0.06% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
511,184
shares
|
$25.9 Million
2.55% of portfolio
|
Q4 2024
Added 383.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
493,314
shares
|
$25 Million
0.4% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
489,827
shares
|
$24.8 Million
0.59% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
475,300
shares
|
$24.1 Million
2.9% of portfolio
|
Q4 2024
Reduced 1.99%
|