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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,216
shares
|
$517,236
0.06% of portfolio
|
Q4 2024
Reduced 77.51%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
10,212
shares
|
$517,033
0.54% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
10,156
shares
|
$514,198
0.16% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
10,123
shares
|
$512,527
0.0% of portfolio
|
Q4 2024
Reduced 39.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,092
shares
|
$510,957
0.08% of portfolio
|
Q4 2024
Added 153.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,037
shares
|
$508,173
0.0% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
10,028
shares
|
$507,717
0.16% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,955
shares
|
$504,021
0.01% of portfolio
|
Q4 2024
Added 46.81%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
9,934
shares
|
$502,958
0.09% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,732
shares
|
$492,731
0.41% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
9,650
shares
|
$488,579
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
9,627
shares
|
$487,415
0.2% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,560
shares
|
$484,022
0.01% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
9,465
shares
|
$479,212
0.21% of portfolio
|
Q3 2024
Added 45.08%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
9,415
shares
|
$476,681
0.28% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,392
shares
|
$475,516
0.03% of portfolio
|
Q4 2024
Added 61.85%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
9,236
shares
|
$467,618
0.31% of portfolio
|
Q4 2024
Reduced 52.88%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
9,026
shares
|
$456,986
0.0% of portfolio
|
Q4 2024
Reduced 20.68%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
9,002
shares
|
$455,771
0.19% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,978
shares
|
$454,556
0.03% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
8,898
shares
|
$450,505
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,891
shares
|
$450,151
0.07% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
8,877
shares
|
$449,442
0.48% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
8,853
shares
|
$448,227
0.03% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
8,840
shares
|
$447,569
0.05% of portfolio
|
Q3 2024
Added 2.31%
|