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 1,088 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 |
|---|---|---|---|---|---|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
54,358
shares
|
$2.75 Million
0.86% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
54,224
shares
|
$2.75 Million
0.83% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
54,003
shares
|
$2.73 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
53,875
shares
|
$2.73 Million
0.61% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
53,573
shares
|
$2.71 Million
0.88% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
53,478
shares
|
$2.71 Million
0.02% of portfolio
|
Q4 2024
Added 118.4%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,387
shares
|
$2.7 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
52,756
shares
|
$2.67 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
52,665
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
52,261
shares
|
$2.65 Million
0.21% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
52,040
shares
|
$2.63 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
52,036
shares
|
$2.63 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
51,993
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
51,860
shares
|
$2.63 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
51,815
shares
|
$2.62 Million
1.97% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
51,516
shares
|
$2.61 Million
2.28% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
51,210
shares
|
$2.59 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
51,065
shares
|
$2.59 Million
0.17% of portfolio
|
Q4 2024
Added 249.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
50,356
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
Added 87.77%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
50,257
shares
|
$2.54 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
49,795
shares
|
$2.52 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
48,613
shares
|
$2.46 Million
1.63% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
48,478
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 440.14%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
48,308
shares
|
$2.45 Million
0.37% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
47,458
shares
|
$2.4 Million
0.42% of portfolio
|
Q4 2024
Added 4.75%
|