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 |
|---|---|---|---|---|---|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
370,741
shares
|
$18.9 Million
8.25% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
366,462
shares
|
$18.7 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
364,573
shares
|
$18.6 Million
0.96% of portfolio
|
Q4 2024
Reduced 16.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
364,151
shares
|
$18.6 Million
0.03% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
362,925
shares
|
$18.5 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
361,151
shares
|
$18.4 Million
10.9% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
356,508
shares
|
$18.2 Million
0.04% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
354,130
shares
|
$18.1 Million
1.56% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
351,965
shares
|
$18 Million
8.35% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
350,823
shares
|
$17.9 Million
13.55% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
350,328
shares
|
$17.9 Million
0.12% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
350,164
shares
|
$17.9 Million
18.52% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
348,660
shares
|
$17.8 Million
3.84% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
345,297
shares
|
$17.6 Million
0.31% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
343,198
shares
|
$17.5 Million
5.23% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
340,812
shares
|
$17.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
339,925
shares
|
$17.3 Million
5.16% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
335,368
shares
|
$17.1 Million
8.89% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
333,226
shares
|
$17 Million
4.54% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
330,459
shares
|
$16.9 Million
0.93% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
329,916
shares
|
$16.8 Million
1.75% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
329,558
shares
|
$16.8 Million
8.5% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
327,486
shares
|
$16.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
327,421
shares
|
$16.7 Million
2.58% of portfolio
|
Q4 2024
Added 20.27%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
324,253
shares
|
$16.5 Million
1.06% of portfolio
|
Q4 2024
Added 42.43%
|