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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,862
shares
|
$295,562
0.02% of portfolio
|
Q4 2022
Added 56.4%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
5,833
shares
|
$294,099
0.14% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
5,814
shares
|
$293,141
0.21% of portfolio
|
Q3 2024
Reduced 48.56%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
5,804
shares
|
$292,637
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,803
shares
|
$292,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5,747
shares
|
$289,763
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,745
shares
|
$289,662
0.02% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,743
shares
|
$289,562
0.01% of portfolio
|
Q1 2024
Added 3.74%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,743
shares
|
$289,562
0.07% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
5,688
shares
|
$286,788
0.01% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,685
shares
|
$286,637
0.01% of portfolio
|
Q3 2024
Reduced 46.55%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,680
shares
|
$286,385
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5,645
shares
|
$284,620
0.13% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
5,622
shares
|
$283,461
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,611
shares
|
$282,906
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
5,535
shares
|
$279,074
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
5,516
shares
|
$278,116
0.1% of portfolio
|
Q2 2024
Reduced 27.77%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,471
shares
|
$275,847
0.11% of portfolio
|
Q4 2023
Reduced 20.47%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,422
shares
|
$273,377
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
5,403
shares
|
$272,419
0.1% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
5,401
shares
|
$272,318
0.7% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
5,378
shares
|
$271,158
0.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
5,373
shares
|
$270,906
0.05% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
5,331
shares
|
$268,789
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,317
shares
|
$268,083
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|