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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
20,413
shares
|
$1.03 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
20,386
shares
|
$1.03 Million
0.68% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
20,376
shares
|
$1.03 Million
0.73% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
20,345
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
20,239
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
20,217
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
20,113
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
20,005
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,939
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2023
Reduced 13.2%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
19,592
shares
|
$991,942
0.84% of portfolio
|
Q1 2024
Added 5.61%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
19,190
shares
|
$971,589
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
19,073
shares
|
$965,665
0.07% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,038
shares
|
$963,893
0.03% of portfolio
|
Q4 2024
Reduced 84.8%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
18,752
shares
|
$949,413
0.34% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18,575
shares
|
$940,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
18,553
shares
|
$939,338
0.02% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,530
shares
|
$938,173
0.21% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
18,118
shares
|
$917,314
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
18,053
shares
|
$914,023
0.27% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
17,980
shares
|
$910,327
0.37% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
17,976
shares
|
$910,124
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
17,922
shares
|
$907,390
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
17,899
shares
|
$906,226
0.68% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
17,483
shares
|
$885,164
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
17,267
shares
|
$874,228
0.3% of portfolio
|
Q4 2024
Added 1.02%
|