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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
6,358
shares
|
$321,905
0.01% of portfolio
|
Q2 2024
Added 673.48%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,354
shares
|
$321,703
0.03% of portfolio
|
Q2 2022
Reduced 53.71%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,354
shares
|
$321,703
0.01% of portfolio
|
Q1 2024
Reduced 28.69%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,351
shares
|
$321,551
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,340
shares
|
$320,994
0.07% of portfolio
|
Q4 2024
Reduced 49.8%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
6,294
shares
|
$318,665
0.23% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
6,199
shares
|
$313,855
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
6,191
shares
|
$313,450
0.08% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
6,186
shares
|
$313,197
0.16% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
6,164
shares
|
$312,083
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,163
shares
|
$312,032
0.01% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,150
shares
|
$311,374
0.01% of portfolio
|
Q4 2024
Added 17.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,150
shares
|
$311,374
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,137
shares
|
$310,716
0.69% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 28, 2025 Q4 2024 |
6,104
shares
|
$309,045
0.16% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
5,968
shares
|
$302,159
0.08% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,960
shares
|
$301,754
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
5,918
shares
|
$299,628
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
5,918
shares
|
$299,628
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,900
shares
|
$298,717
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,897
shares
|
$298,565
0.03% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
5,895
shares
|
$298,463
0.21% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,879
shares
|
$297,653
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,872
shares
|
$297,299
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,862
shares
|
$296,793
0.02% of portfolio
|
Q4 2022
Added 56.4%
|