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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
33,587
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
33,501
shares
|
$1.7 Million
0.92% of portfolio
|
Q4 2024
Added 29.96%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
33,260
shares
|
$1.68 Million
0.81% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
33,253
shares
|
$1.68 Million
0.5% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
32,946
shares
|
$1.67 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
32,880
shares
|
$1.66 Million
0.44% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
32,740
shares
|
$1.66 Million
1.02% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
32,639
shares
|
$1.65 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
32,416
shares
|
$1.64 Million
0.85% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
32,347
shares
|
$1.64 Million
0.46% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
32,314
shares
|
$1.64 Million
0.85% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
32,302
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
32,269
shares
|
$1.63 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
31,654
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
31,150
shares
|
$1.58 Million
0.43% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
31,001
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 157.33%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
30,844
shares
|
$1.56 Million
0.67% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
30,672
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
30,008
shares
|
$1.52 Million
0.4% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
29,983
shares
|
$1.52 Million
1.43% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
29,880
shares
|
$1.51 Million
16.65% of portfolio
|
Q4 2022
Reduced 91.14%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
29,431
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
29,246
shares
|
$1.48 Million
0.35% of portfolio
|
Q4 2024
Reduced 54.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
29,119
shares
|
$1.47 Million
0.42% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
29,052
shares
|
$1.47 Million
0.51% of portfolio
|
Q4 2024
Added 4.27%
|