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 $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
164,705
shares
|
$8.4 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
163,808
shares
|
$8.36 Million
2.08% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
163,608
shares
|
$8.35 Million
1.99% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
159,811
shares
|
$8.16 Million
0.88% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
158,620
shares
|
$8.09 Million
4.31% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
158,232
shares
|
$8.07 Million
0.34% of portfolio
|
Q3 2022
Reduced 6.05%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
158,012
shares
|
$8.06 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
156,990
shares
|
$8.01 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
156,617
shares
|
$7.99 Million
0.24% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
155,648
shares
|
$7.94 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
151,432
shares
|
$7.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
151,131
shares
|
$7.71 Million
1.95% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
150,387
shares
|
$7.67 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
148,747
shares
|
$7.59 Million
1.74% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
146,514
shares
|
$7.48 Million
0.4% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
145,584
shares
|
$7.43 Million
1.63% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
145,180
shares
|
$7.41 Million
2.69% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
145,061
shares
|
$7.4 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
143,852
shares
|
$7.34 Million
0.25% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
143,365
shares
|
$7.32 Million
2.16% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
143,093
shares
|
$7.3 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
141,816
shares
|
$7.24 Million
0.66% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
141,707
shares
|
$7.23 Million
3.28% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
141,117
shares
|
$7.2 Million
6.82% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
141,049
shares
|
$7.2 Million
1.01% of portfolio
|
Q1 2023
Reduced 6.07%
|