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 1,090 institutions that hold shares in the stock, with a total of 440 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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,255,041
shares
|
$165 Million
0.42% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,245,646
shares
|
$164 Million
5.43% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
3,080,753
shares
|
$156 Million
9.77% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
3,032,163
shares
|
$154 Million
14.35% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,010,747
shares
|
$152 Million
2.12% of portfolio
|
Q2 2023
Reduced 4.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,962,779
shares
|
$150 Million
0.87% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,867,634
shares
|
$145 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,715,418
shares
|
$137 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,667,344
shares
|
$135 Million
0.42% of portfolio
|
Q2 2023
Added 32.71%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
2,211,625
shares
|
$112 Million
9.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,052,029
shares
|
$104 Million
1.01% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,994,878
shares
|
$101 Million
12.34% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
1,974,529
shares
|
$100 Million
3.85% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,920,285
shares
|
$97.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,865,202
shares
|
$94.4 Million
4.17% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
1,851,744
shares
|
$93.8 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,796,140
shares
|
$90.9 Million
5.25% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,785,267
shares
|
$90.4 Million
7.56% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,749,116
shares
|
$88.6 Million
0.15% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,724,275
shares
|
$87.3 Million
8.75% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
1,687,239
shares
|
$85.4 Million
2.27% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,640,600
shares
|
$83.1 Million
8.92% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,606,593
shares
|
$81.3 Million
4.51% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,553,951
shares
|
$78.7 Million
1.1% of portfolio
|
Q4 2024
Added 6012.38%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,552,616
shares
|
$78.6 Million
7.68% of portfolio
|
Q4 2024
Reduced 1.74%
|