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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
28,759
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
28,697
shares
|
$1.45 Million
0.54% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
28,224
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
28,138
shares
|
$1.42 Million
0.28% of portfolio
|
Q4 2023
Reduced 4.42%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
28,049
shares
|
$1.42 Million
0.69% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
28,006
shares
|
$1.42 Million
0.91% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
27,897
shares
|
$1.41 Million
1.54% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
27,698
shares
|
$1.4 Million
0.76% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
27,678
shares
|
$1.4 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
27,656
shares
|
$1.4 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
27,363
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,259
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2023
Reduced 70.06%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
27,000
shares
|
$1.37 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,841
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 168.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
26,599
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
26,375
shares
|
$1.34 Million
2.51% of portfolio
|
Q4 2024
Reduced 55.86%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
26,258
shares
|
$1.33 Million
0.14% of portfolio
|
Q4 2024
Added 136.67%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
26,179
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Added 65.34%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
26,122
shares
|
$1.32 Million
1.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
25,862
shares
|
$1.31 Million
0.16% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
25,805
shares
|
$1.31 Million
1.41% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,530
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,457
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,049
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
24,704
shares
|
$1.25 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.07%
|