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 1,011 institutions that hold shares in the stock, with a total of 407 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
509
shares
|
$25,663
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
495
shares
|
$24,957
0.02% of portfolio
|
Q4 2024
Reduced 20.67%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
492
shares
|
$24,806
0.02% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
491
shares
|
$24,756
0.0% of portfolio
|
Q3 2024
Added 199.39%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
480
shares
|
$24,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
466
shares
|
$23,495
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
420
shares
|
$21,176
0.0% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
417
shares
|
$21,025
0.0% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
409
shares
|
$20,621
0.0% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
404
shares
|
$20,369
0.0% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
400
shares
|
$20,168
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
384
shares
|
$19,361
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
375
shares
|
$18,907
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
357
shares
|
$17,999
0.0% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
353
shares
|
$17,798
0.0% of portfolio
|
Q2 2024
Added 592.16%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
340
shares
|
$17,142
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
337
shares
|
$16,991
0.01% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
328
shares
|
$16,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$16,386
0.0% of portfolio
|
Q4 2023
Added 78.57%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
315
shares
|
$15,882
0.0% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
305
shares
|
$15,378
0.0% of portfolio
|
Q3 2024
Added 1029.63%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
301
shares
|
$15,176
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
281
shares
|
$14,168
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
276
shares
|
$13,915
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
275
shares
|
$13,865
0.0% of portfolio
|
Q3 2020
Reduced 71.65%
|