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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
41,779
shares
|
$2.12 Million
1.01% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
41,638
shares
|
$2.11 Million
0.46% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
41,471
shares
|
$2.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
41,348
shares
|
$2.09 Million
0.38% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
41,052
shares
|
$2.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
40,026
shares
|
$2.03 Million
0.59% of portfolio
|
Q4 2024
Added 320.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,779
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 62.62%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
39,667
shares
|
$2.01 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
39,176
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$1.94 Million
0.53% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
38,118
shares
|
$1.93 Million
1.36% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
38,094
shares
|
$1.93 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
38,072
shares
|
$1.93 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
36,655
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.72%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
36,337
shares
|
$1.84 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
35,553
shares
|
$1.8 Million
0.54% of portfolio
|
Q4 2024
Reduced 26.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
35,371
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
35,020
shares
|
$1.77 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
34,993
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2022
Reduced 5.29%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
34,917
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
34,896
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
34,873
shares
|
$1.77 Million
0.26% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
34,599
shares
|
$1.75 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
34,407
shares
|
$1.74 Million
0.2% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
34,359
shares
|
$1.74 Million
0.28% of portfolio
|
Q4 2024
Added 0.16%
|