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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
13,490
shares
|
$682,998
0.06% of portfolio
|
Q4 2024
Added 202.53%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,456
shares
|
$681,277
0.05% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
13,433
shares
|
$680,112
0.54% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
13,412
shares
|
$679,049
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
13,133
shares
|
$664,923
0.22% of portfolio
|
Q4 2024
Added 50.83%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
13,106
shares
|
$663,556
0.04% of portfolio
|
Q2 2023
Reduced 30.63%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
13,070
shares
|
$661,734
0.21% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
13,068
shares
|
$661,632
0.11% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,034
shares
|
$659,911
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
13,006
shares
|
$658,493
0.21% of portfolio
|
Q4 2024
Reduced 97.33%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,978
shares
|
$657,076
0.1% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,972
shares
|
$656,772
0.23% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,944
shares
|
$655,354
0.04% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,938
shares
|
$655,050
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
12,924
shares
|
$654,342
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
12,894
shares
|
$652,823
0.09% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
12,844
shares
|
$650,291
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
12,733
shares
|
$644,671
0.17% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
12,671
shares
|
$641,532
0.0% of portfolio
|
Q4 2024
Reduced 82.37%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
12,370
shares
|
$626,293
0.28% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,336
shares
|
$624,571
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
12,183
shares
|
$616,825
0.02% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
12,158
shares
|
$615,559
20.99% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
12,127
shares
|
$613,990
0.51% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
12,103
shares
|
$612,774
0.06% of portfolio
|
Q2 2024
Reduced 3.97%
|