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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
269,966
shares
|
$13.8 Million
0.55% of portfolio
|
Q4 2024
Added 62.43%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
259,534
shares
|
$13.2 Million
2.15% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
256,364
shares
|
$13.1 Million
0.28% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
252,412
shares
|
$12.9 Million
4.81% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
252,256
shares
|
$12.9 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
246,170
shares
|
$12.6 Million
1.16% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
243,378
shares
|
$12.4 Million
6.31% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
239,185
shares
|
$12.2 Million
0.96% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
235,494
shares
|
$12 Million
5.88% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
231,880
shares
|
$11.8 Million
0.04% of portfolio
|
Q4 2024
Added 54.96%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
231,537
shares
|
$11.8 Million
5.6% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
227,945
shares
|
$11.6 Million
0.67% of portfolio
|
Q4 2024
Added 36.48%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
227,691
shares
|
$11.6 Million
2.19% of portfolio
|
Q4 2024
Added 48.7%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
225,428
shares
|
$11.5 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
225,129
shares
|
$11.5 Million
0.31% of portfolio
|
Q4 2024
Added 46.17%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
224,224
shares
|
$11.4 Million
1.31% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
219,675
shares
|
$11.2 Million
2.25% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
219,084
shares
|
$11.2 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
218,468
shares
|
$11.1 Million
4.62% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
217,173
shares
|
$11.1 Million
5.73% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
214,727
shares
|
$11 Million
0.31% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
213,089
shares
|
$10.9 Million
0.52% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
213,064
shares
|
$10.9 Million
0.38% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
208,554
shares
|
$10.6 Million
2.77% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
208,486
shares
|
$10.6 Million
2.87% of portfolio
|
Q4 2024
Added 597.67%
|