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 1,087 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 $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
79,368
shares
|
$4.08 Million
1.75% of portfolio
|
Q1 2023
Reduced 0.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
78,785
shares
|
$4.05 Million
0.1% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
78,082
shares
|
$4.01 Million
0.08% of portfolio
|
Q3 2022
Reduced 63.08%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
75,926
shares
|
$3.9 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
75,906
shares
|
$3.9 Million
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
75,764
shares
|
$3.9 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
74,034
shares
|
$3.81 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
73,394
shares
|
$3.77 Million
2.22% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
73,075
shares
|
$3.76 Million
1.95% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
72,914
shares
|
$3.75 Million
3.55% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
72,248
shares
|
$3.71 Million
0.06% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
72,188
shares
|
$3.71 Million
0.11% of portfolio
|
Q4 2024
Added 49.88%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
72,065
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
70,993
shares
|
$3.65 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
70,160
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
69,742
shares
|
$3.59 Million
1.59% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
68,900
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
68,731
shares
|
$3.53 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
66,877
shares
|
$3.44 Million
0.51% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
66,211
shares
|
$3.4 Million
1.76% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
66,069
shares
|
$3.4 Million
0.69% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
66,052
shares
|
$3.4 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
65,696
shares
|
$3.38 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
65,284
shares
|
$3.36 Million
1.28% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
65,262
shares
|
$3.36 Million
1.13% of portfolio
|
Q4 2024
Reduced 42.18%
|