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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,219
shares
|
$215,295
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
4,204
shares
|
$214,530
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,177
shares
|
$213,152
0.02% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
4,175
shares
|
$213,050
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
4,167
shares
|
$212,642
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4,165
shares
|
$212,539
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
4,146
shares
|
$211,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,143
shares
|
$211,417
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
4,141
shares
|
$211,315
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,120
shares
|
$210,243
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,115
shares
|
$209,988
0.04% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,094
shares
|
$208,916
0.08% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
4,075
shares
|
$207,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,071
shares
|
$207,743
0.01% of portfolio
|
Q2 2024
Added 8.13%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,071
shares
|
$207,743
0.01% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
4,025
shares
|
$205,395
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
4,021
shares
|
$205,191
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$204,120
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
3,967
shares
|
$202,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
3,925
shares
|
$200,292
0.01% of portfolio
|
Q4 2024
Reduced 55.65%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,923
shares
|
$200,190
0.02% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,833
shares
|
$195,597
0.03% of portfolio
|
Q1 2024
Added 59.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,816
shares
|
$194,730
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$193,658
0.05% of portfolio
|
Q2 2024
Added 105.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
3,749
shares
|
$191,311
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|