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 439 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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
12,103
shares
|
$612,774
0.06% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,026
shares
|
$608,876
0.34% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,016
shares
|
$608,370
0.06% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
11,893
shares
|
$602,142
0.21% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
11,793
shares
|
$597,079
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,737
shares
|
$594,244
0.09% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
11,728
shares
|
$593,788
0.05% of portfolio
|
Q4 2024
Reduced 53.65%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
11,716
shares
|
$593,181
0.06% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,437
shares
|
$579,055
0.02% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
11,375
shares
|
$575,916
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,304
shares
|
$572,321
0.06% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
11,222
shares
|
$568,169
0.35% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
11,200
shares
|
$567,056
0.26% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,165
shares
|
$565,283
0.25% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,040
shares
|
$558,955
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
11,001
shares
|
$556,980
0.0% of portfolio
|
Q4 2024
Added 1100000.0%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
10,997
shares
|
$556,778
0.08% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
10,951
shares
|
$554,449
0.07% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
10,933
shares
|
$553,537
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
10,905
shares
|
$552,120
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
10,858
shares
|
$549,740
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,739
shares
|
$543,715
0.02% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,610
shares
|
$537,184
0.02% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
10,600
shares
|
$536,678
0.03% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,245
shares
|
$518,704
0.14% of portfolio
|
Q4 2024
Reduced 4.17%
|