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 1,086 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 $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
47,113
shares
|
$2.42 Million
0.1% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
46,960
shares
|
$2.41 Million
0.57% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
46,422
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
46,274
shares
|
$2.37 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
46,238
shares
|
$2.37 Million
0.33% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
45,385
shares
|
$2.33 Million
3.2% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
45,216
shares
|
$2.32 Million
1.32% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
45,202
shares
|
$2.32 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
45,202
shares
|
$2.32 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
44,322
shares
|
$2.27 Million
0.7% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
44,272
shares
|
$2.27 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
44,237
shares
|
$2.27 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
44,215
shares
|
$2.27 Million
1.59% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
44,207
shares
|
$2.27 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
43,765
shares
|
$2.24 Million
0.2% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
43,133
shares
|
$2.21 Million
1.35% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
42,899
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
42,564
shares
|
$2.18 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
42,543
shares
|
$2.18 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
42,359
shares
|
$2.17 Million
0.14% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
42,191
shares
|
$2.16 Million
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
42,082
shares
|
$2.16 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
42,017
shares
|
$2.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 40.66%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
41,779
shares
|
$2.14 Million
1.01% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
41,638
shares
|
$2.13 Million
0.46% of portfolio
|
Q4 2024
Added 4.23%
|