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 1,082 institutions that hold shares in the stock, with a total of 437 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
60
shares
|
$3,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
55
shares
|
$2,905
0.0% of portfolio
|
Q4 2024
Reduced 91.58%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
55
shares
|
$2,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
45
shares
|
$2,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
40
shares
|
$2,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38
shares
|
$2,007
0.0% of portfolio
|
Q4 2024
Reduced 98.56%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
36
shares
|
$1,901
0.0% of portfolio
|
Q4 2024
Reduced 62.89%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
35
shares
|
$1,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,795
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
34
shares
|
$1,795
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
34
shares
|
$1,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
31
shares
|
$1,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
27
shares
|
$1,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
27
shares
|
$1,426
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
22
shares
|
$1,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
19
shares
|
$1,003
0.0% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
19
shares
|
$1,003
0.0% of portfolio
|
Q3 2024
Reduced 97.54%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
15
shares
|
$792
0.0% of portfolio
|
Q4 2024
Added 275.0%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$686
0.0% of portfolio
|
Q4 2024
Reduced 56.67%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
12
shares
|
$633
0.0% of portfolio
|
Q2 2024
Reduced 99.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$581
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$211
0.0% of portfolio
|
Q3 2022
Reduced 98.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3
shares
|
$158
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q3 2023
Added 24.27%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q2 2024
New holding
|