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 |
|---|---|---|---|---|---|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
139,877
shares
|
$7.14 Million
4.61% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
138,725
shares
|
$7.08 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
137,833
shares
|
$7.03 Million
5.87% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
135,626
shares
|
$6.92 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
135,497
shares
|
$6.91 Million
2.96% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
135,464
shares
|
$6.91 Million
6.56% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
135,384
shares
|
$6.91 Million
0.52% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
133,628
shares
|
$6.82 Million
0.49% of portfolio
|
Q4 2024
Added 29.74%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
133,286
shares
|
$6.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
131,931
shares
|
$6.73 Million
0.69% of portfolio
|
Q4 2023
Added 9.26%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
131,573
shares
|
$6.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 72.35%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
130,507
shares
|
$6.66 Million
5.89% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
130,306
shares
|
$6.65 Million
3.22% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
128,290
shares
|
$6.55 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
128,215
shares
|
$6.54 Million
2.1% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
126,490
shares
|
$6.45 Million
1.49% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
125,830
shares
|
$6.42 Million
0.16% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
125,000
shares
|
$6.38 Million
2.11% of portfolio
|
Q4 2024
Added 71.23%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
124,412
shares
|
$6.35 Million
0.08% of portfolio
|
Q4 2024
Added 202.82%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
122,353
shares
|
$6.24 Million
0.11% of portfolio
|
Q4 2024
Added 91.91%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
122,328
shares
|
$6.24 Million
3.46% of portfolio
|
Q3 2022
Reduced 32.99%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
122,267
shares
|
$6.24 Million
2.36% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
121,945
shares
|
$6.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
120,730
shares
|
$6.16 Million
1.93% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
120,369
shares
|
$6.14 Million
0.13% of portfolio
|
Q4 2024
Added 5.76%
|