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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,212
shares
|
$61,848
0.0% of portfolio
|
Q4 2024
Reduced 40.5%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$61,236
0.03% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,188
shares
|
$60,623
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,185
shares
|
$60,470
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,157
shares
|
$59,041
0.03% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,103
shares
|
$56,286
0.01% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,095
shares
|
$55,877
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,076
shares
|
$54,908
0.02% of portfolio
|
Q1 2024
Reduced 70.63%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,021
shares
|
$52,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,013
shares
|
$51,693
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$51,030
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$51,030
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
974
shares
|
$49,703
0.0% of portfolio
|
Q4 2024
Reduced 63.18%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
972
shares
|
$49,601
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
969
shares
|
$49,448
0.01% of portfolio
|
Q4 2024
Added 136.92%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
899
shares
|
$45,875
0.11% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
885
shares
|
$45,161
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
872
shares
|
$44,498
0.0% of portfolio
|
Q3 2024
Added 44.13%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
864
shares
|
$44,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
812
shares
|
$41,436
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
800
shares
|
$40,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
735
shares
|
$37,507
0.01% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
725
shares
|
$36,996
0.0% of portfolio
|
Q4 2024
Added 81.25%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
722
shares
|
$36,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
720
shares
|
$36,741
0.01% of portfolio
|
Q4 2022
New holding
|