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 1,011 institutions that hold shares in the stock, with a total of 407 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
7,650
shares
|
$385,713
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
7,634
shares
|
$384,906
0.09% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,634
shares
|
$384,906
0.28% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
7,592
shares
|
$382,788
0.29% of portfolio
|
Q4 2023
Reduced 1.67%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
7,539
shares
|
$380,116
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
7,480
shares
|
$377,141
0.25% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
7,450
shares
|
$375,629
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
7,370
shares
|
$371,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,359
shares
|
$371,040
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
7,307
shares
|
$368,418
0.42% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,162
shares
|
$361,108
0.19% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,136
shares
|
$359,797
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
7,100
shares
|
$357,982
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
7,011
shares
|
$353,494
0.13% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,960
shares
|
$350,923
0.15% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
6,915
shares
|
$348,654
0.13% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
6,912
shares
|
$348,503
0.3% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
6,834
shares
|
$344,570
0.06% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,813
shares
|
$343,511
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,781
shares
|
$341,898
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,773
shares
|
$341,494
0.06% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
6,753
shares
|
$340,486
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
6,746
shares
|
$340,133
0.1% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,641
shares
|
$334,839
0.21% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,623
shares
|
$333,931
0.13% of portfolio
|
Q3 2024
Reduced 5.8%
|