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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
84
shares
|
$4,415
0.0% of portfolio
|
Q1 2024
Reduced 26.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
84
shares
|
$4,415
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
80
shares
|
$4,204
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
76
shares
|
$3,994
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
61
shares
|
$3,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$3,153
0.0% of portfolio
|
Q2 2023
Added 1.69%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
60
shares
|
$3,153
0.0% of portfolio
|
Q1 2023
Reduced 4.76%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
57
shares
|
$2,995
0.0% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
55
shares
|
$2,890
0.0% of portfolio
|
Q4 2024
Reduced 91.58%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
52
shares
|
$2,733
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
46
shares
|
$2,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
45
shares
|
$2,365
0.0% of portfolio
|
Q3 2024
Reduced 99.03%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
36
shares
|
$1,892
0.0% of portfolio
|
Q4 2024
Reduced 62.89%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,787
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,787
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
34
shares
|
$1,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
27
shares
|
$1,419
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
22
shares
|
$1,156
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
19
shares
|
$998
0.0% of portfolio
|
Q3 2024
Reduced 97.54%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$683
0.0% of portfolio
|
Q4 2024
Reduced 56.67%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$630
0.0% of portfolio
|
Q2 2024
Reduced 99.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$578
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$210
0.0% of portfolio
|
Q3 2022
Reduced 98.33%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
4
shares
|
$210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3
shares
|
$157
0.0% of portfolio
|
Q3 2023
New holding
|