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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$238,003
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,654
shares
|
$237,493
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
4,650
shares
|
$237,289
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,648
shares
|
$237,187
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
4,631
shares
|
$236,319
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
4,624
shares
|
$235,962
0.06% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,568
shares
|
$233,105
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4,546
shares
|
$231,982
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
4,545
shares
|
$231,931
0.06% of portfolio
|
Q4 2024
Reduced 94.61%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
4,534
shares
|
$231,370
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,507
shares
|
$229,992
0.0% of portfolio
|
Q4 2024
Reduced 49.11%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,503
shares
|
$229,788
0.15% of portfolio
|
Q4 2024
Reduced 26.08%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,451
shares
|
$227,134
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
4,410
shares
|
$225,042
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
4,365
shares
|
$222,745
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
4,352
shares
|
$222,082
0.04% of portfolio
|
Q2 2022
Reduced 12.17%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
4,352
shares
|
$222,082
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
4,342
shares
|
$221,572
0.1% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
4,326
shares
|
$220,755
0.16% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
4,317
shares
|
$220,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,287
shares
|
$218,765
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
4,273
shares
|
$218,051
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,270
shares
|
$217,898
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,269
shares
|
$217,847
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
4,268
shares
|
$217,796
0.0% of portfolio
|
Q4 2024
Reduced 42.09%
|