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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
195,913
shares
|
$10.3 Million
1.13% of portfolio
|
Q4 2024
Added 417.06%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$10.2 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
193,716
shares
|
$10.2 Million
0.81% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
193,647
shares
|
$10.2 Million
1.93% of portfolio
|
Q3 2024
Added 64.6%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
191,058
shares
|
$10 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
188,571
shares
|
$9.91 Million
1.11% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
188,382
shares
|
$9.9 Million
0.39% of portfolio
|
Q3 2024
Added 29.89%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
186,875
shares
|
$9.82 Million
4.22% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
185,383
shares
|
$9.74 Million
4.93% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
184,960
shares
|
$9.72 Million
2.17% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
183,647
shares
|
$9.65 Million
4.51% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
178,993
shares
|
$9.41 Million
3.43% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
175,591
shares
|
$9.23 Million
0.03% of portfolio
|
Q3 2024
Added 359.77%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
171,766
shares
|
$9.03 Million
2.18% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
171,356
shares
|
$9.01 Million
0.13% of portfolio
|
Q3 2024
Added 30.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
170,272
shares
|
$8.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
168,877
shares
|
$8.88 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
167,022
shares
|
$8.78 Million
0.57% of portfolio
|
Q3 2024
Added 51.84%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
163,608
shares
|
$8.6 Million
1.99% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
161,927
shares
|
$8.51 Million
2.19% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
159,293
shares
|
$8.37 Million
0.14% of portfolio
|
Q3 2023
Reduced 12.82%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
159,196
shares
|
$8.37 Million
3.12% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
159,083
shares
|
$8.36 Million
0.77% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
158,232
shares
|
$8.32 Million
0.34% of portfolio
|
Q3 2022
Reduced 6.05%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
156,617
shares
|
$8.23 Million
0.24% of portfolio
|
Q3 2024
Added 18.24%
|