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 1,085 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 $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
5,798
shares
|
$295,871
0.13% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
5,747
shares
|
$293,269
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,743
shares
|
$293,065
0.01% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,743
shares
|
$293,065
0.06% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
5,733
shares
|
$292,554
0.13% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
5,700
shares
|
$290,871
0.19% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
5,686
shares
|
$290,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5,676
shares
|
$289,646
0.05% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,673
shares
|
$289,493
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
5,665
shares
|
$289,084
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,663
shares
|
$288,982
0.0% of portfolio
|
Q4 2024
Added 43.62%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
5,645
shares
|
$288,064
0.16% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Stack Financial Management, Inc
|
Feb 04, 2025 Q4 2024 |
5,644
shares
|
$288,013
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,630
shares
|
$287,298
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
5,622
shares
|
$286,890
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,501
shares
|
$280,716
0.11% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,498
shares
|
$280,562
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
5,491
shares
|
$280,205
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,471
shares
|
$279,185
0.11% of portfolio
|
Q4 2023
Reduced 20.47%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$276,684
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,418
shares
|
$276,480
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,278
shares
|
$269,336
0.0% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
5,274
shares
|
$269,132
0.11% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$266,223
0.04% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
5,182
shares
|
$264,437
0.19% of portfolio
|
Q2 2024
Reduced 34.1%
|