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 1,013 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,416,721
shares
|
$74.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,366,875
shares
|
$71.8 Million
5.81% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,318,759
shares
|
$69.3 Million
0.02% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,291,099
shares
|
$67.9 Million
4.33% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,259,918
shares
|
$66.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,244,963
shares
|
$65.4 Million
0.06% of portfolio
|
Q3 2024
Added 40.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,220,840
shares
|
$64.2 Million
0.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,196,499
shares
|
$62.9 Million
1.77% of portfolio
|
Q3 2022
Added 2.64%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
1,183,017
shares
|
$62.2 Million
7.23% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,149,600
shares
|
$60.4 Million
0.21% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,110,654
shares
|
$58.4 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,074,161
shares
|
$56.5 Million
11.64% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,041,204
shares
|
$54.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
952,870
shares
|
$50.1 Million
9.2% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
951,791
shares
|
$50 Million
15.2% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
918,498
shares
|
$48.3 Million
1.41% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
890,742
shares
|
$46.8 Million
0.1% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
877,479
shares
|
$46.1 Million
4.35% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
863,821
shares
|
$45.4 Million
2.72% of portfolio
|
Q3 2024
Added 10822.0%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
862,537
shares
|
$45.3 Million
14.76% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
844,939
shares
|
$44.4 Million
0.06% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
788,568
shares
|
$41.4 Million
17.01% of portfolio
|
Q3 2024
Reduced 48.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
787,991
shares
|
$41.4 Million
0.68% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,080
shares
|
$40.9 Million
0.09% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
767,014
shares
|
$40.3 Million
0.15% of portfolio
|
Q3 2024
Added 20.65%
|