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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
24,495
shares
|
$1.24 Million
0.67% of portfolio
|
Q4 2024
Added 86.87%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
24,411
shares
|
$1.24 Million
0.7% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,879
shares
|
$1.21 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,823
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
23,444
shares
|
$1.19 Million
0.67% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
23,112
shares
|
$1.17 Million
0.88% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
23,111
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,093
shares
|
$1.17 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
23,000
shares
|
$1.16 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
22,986
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
22,733
shares
|
$1.15 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
22,594
shares
|
$1.14 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
22,527
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2024
Reduced 42.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,376
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
22,347
shares
|
$1.13 Million
0.97% of portfolio
|
Q4 2024
Reduced 42.79%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
22,302
shares
|
$1.13 Million
0.3% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
22,119
shares
|
$1.12 Million
0.56% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
21,964
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
21,593
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Added 21.64%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
21,559
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
21,359
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
21,312
shares
|
$1.08 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
20,908
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2024
Reduced 34.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,815
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
20,531
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.13%
|