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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
320,373
shares
|
$16.2 Million
1.16% of portfolio
|
Q4 2023
Added 6.53%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
316,885
shares
|
$16 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
316,843
shares
|
$16 Million
0.67% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
305,542
shares
|
$15.5 Million
0.81% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
303,822
shares
|
$15.4 Million
9.43% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
297,605
shares
|
$15.1 Million
11.5% of portfolio
|
Q4 2024
Added 1269.31%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
297,009
shares
|
$15 Million
0.16% of portfolio
|
Q4 2024
Reduced 79.51%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
296,857
shares
|
$15 Million
5.85% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
295,916
shares
|
$15 Million
7.76% of portfolio
|
Q4 2024
Added 34.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
295,691
shares
|
$15 Million
0.57% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
294,808
shares
|
$14.9 Million
3.86% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
293,185
shares
|
$14.8 Million
2.43% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
290,290
shares
|
$14.7 Million
9.72% of portfolio
|
Q3 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
289,573
shares
|
$14.7 Million
1.88% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
284,440
shares
|
$14.4 Million
5.45% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
281,066
shares
|
$14.2 Million
0.21% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
280,501
shares
|
$14.2 Million
3.77% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
279,399
shares
|
$14.1 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
275,987
shares
|
$14 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
272,179
shares
|
$13.8 Million
1.39% of portfolio
|
Q4 2024
Added 44.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
271,682
shares
|
$13.7 Million
0.04% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
271,030
shares
|
$13.7 Million
8.23% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
270,653
shares
|
$13.7 Million
6.94% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
270,251
shares
|
$13.7 Million
8.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
269,987
shares
|
$13.7 Million
1.46% of portfolio
|
Q4 2023
Added 3.78%
|