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 1,013 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$52,560
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
996
shares
|
$52,349
0.02% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
972
shares
|
$51,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
899
shares
|
$47,251
0.11% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
885
shares
|
$46,515
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
872
shares
|
$45,832
0.0% of portfolio
|
Q3 2024
Added 44.13%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
864
shares
|
$45,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
735
shares
|
$38,631
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$37,843
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
702
shares
|
$36,897
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
688
shares
|
$36,161
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
688
shares
|
$36,161
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
676
shares
|
$35,530
0.0% of portfolio
|
Q3 2024
Reduced 52.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
651
shares
|
$34,216
0.0% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
643
shares
|
$33,796
0.02% of portfolio
|
Q3 2024
Reduced 34.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
625
shares
|
$32,850
0.0% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
620
shares
|
$32,587
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
617
shares
|
$32,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
597
shares
|
$31,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
591
shares
|
$31,062
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
571
shares
|
$30,011
0.0% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
569
shares
|
$29,906
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
569
shares
|
$29,906
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
548
shares
|
$28,802
0.01% of portfolio
|
Q3 2024
Reduced 91.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
544
shares
|
$28,592
0.0% of portfolio
|
Q4 2023
New holding
|