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 |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
7,998
shares
|
$404,938
0.12% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,977
shares
|
$403,875
0.02% of portfolio
|
Q4 2024
Reduced 65.87%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,859
shares
|
$397,901
0.09% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
7,857
shares
|
$397,799
0.27% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
7,825
shares
|
$396,179
0.2% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,821
shares
|
$395,977
0.07% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,767
shares
|
$393,243
0.03% of portfolio
|
Q3 2022
Added 1223.17%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
7,760
shares
|
$392,888
0.04% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
7,758
shares
|
$392,787
0.01% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
7,738
shares
|
$391,774
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
7,718
shares
|
$390,762
0.15% of portfolio
|
Q4 2024
Added 51.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
7,686
shares
|
$389,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,650
shares
|
$387,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
7,585
shares
|
$384,028
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$382,357
0.09% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$382,357
0.25% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
7,480
shares
|
$378,712
0.25% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
7,479
shares
|
$378,661
0.16% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
7,443
shares
|
$376,839
0.13% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
7,408
shares
|
$375,067
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
7,385
shares
|
$373,902
0.13% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
7,367
shares
|
$372,991
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
7,359
shares
|
$372,586
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
7,307
shares
|
$369,953
0.42% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
7,263
shares
|
$367,725
0.04% of portfolio
|
Q4 2024
Reduced 14.49%
|