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 1,089 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,322
shares
|
$747,713
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
15,277
shares
|
$745,517
0.36% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
15,227
shares
|
$743,077
0.05% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
15,178
shares
|
$740,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
15,157
shares
|
$739,661
0.31% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
15,130
shares
|
$738,344
0.11% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
15,123
shares
|
$738,002
0.69% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,116
shares
|
$737,660
0.26% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,982
shares
|
$731,121
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
14,907
shares
|
$727,461
0.15% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,892
shares
|
$726,729
0.09% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
14,806
shares
|
$722,532
0.04% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
14,785
shares
|
$721,508
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
14,771
shares
|
$720,824
0.03% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,645
shares
|
$714,676
0.26% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
14,620
shares
|
$713,456
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
14,583
shares
|
$711,650
0.12% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
14,579
shares
|
$711,455
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,570
shares
|
$711,016
0.27% of portfolio
|
Q1 2024
Added 69.03%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
14,461
shares
|
$705,696
0.4% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,174
shares
|
$691,691
0.02% of portfolio
|
Q2 2020
Added 2.31%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
14,157
shares
|
$690,861
0.29% of portfolio
|
Q1 2025
Added 89.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,152
shares
|
$690,617
0.03% of portfolio
|
Q4 2024
Added 83.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,080
shares
|
$687,104
0.0% of portfolio
|
Q2 2023
Reduced 58.73%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,988
shares
|
$682,614
0.53% of portfolio
|
Q4 2022
Added 11.75%
|