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 1,088 institutions that hold shares in the stock, with a total of 437 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,116
shares
|
$765,323
0.26% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
15,007
shares
|
$759,804
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,982
shares
|
$758,538
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
14,907
shares
|
$754,741
0.15% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,892
shares
|
$753,981
0.09% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
14,806
shares
|
$749,627
0.04% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
14,785
shares
|
$748,564
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
14,771
shares
|
$747,855
0.03% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,650
shares
|
$741,729
0.05% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,645
shares
|
$741,476
0.26% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
14,622
shares
|
$740,311
0.29% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
14,583
shares
|
$738,337
0.12% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
14,579
shares
|
$738,134
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,570
shares
|
$737,679
0.27% of portfolio
|
Q1 2024
Added 69.03%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
14,461
shares
|
$732,160
0.4% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,174
shares
|
$717,629
0.02% of portfolio
|
Q2 2020
Added 2.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,152
shares
|
$716,515
0.03% of portfolio
|
Q4 2024
Added 83.51%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
14,116
shares
|
$714,693
0.35% of portfolio
|
Q4 2024
Reduced 73.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,080
shares
|
$712,870
0.0% of portfolio
|
Q2 2023
Reduced 58.73%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,988
shares
|
$708,212
0.53% of portfolio
|
Q4 2022
Added 11.75%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
13,985
shares
|
$708,060
0.21% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
13,732
shares
|
$695,251
0.23% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
13,701
shares
|
$693,681
0.05% of portfolio
|
Q4 2024
Reduced 56.57%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
13,659
shares
|
$691,555
0.2% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
13,619
shares
|
$689,529
0.7% of portfolio
|
Q4 2024
New holding
|