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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,730
shares
|
$238,486
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
4,706
shares
|
$237,276
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
4,689
shares
|
$236,419
0.04% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$235,158
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
4,648
shares
|
$234,352
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,641
shares
|
$233,999
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,631
shares
|
$233,495
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
4,594
shares
|
$231,629
0.07% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
4,547
shares
|
$229,259
0.09% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
4,546
shares
|
$229,209
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,539
shares
|
$228,856
0.03% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,520
shares
|
$227,898
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
4,513
shares
|
$227,545
0.06% of portfolio
|
Q3 2024
Reduced 19.32%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
4,459
shares
|
$224,822
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
4,459
shares
|
$224,822
0.25% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
4,451
shares
|
$224,419
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
4,410
shares
|
$222,352
0.13% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
4,364
shares
|
$220,032
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,352
shares
|
$219,427
0.04% of portfolio
|
Q2 2022
Reduced 12.17%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,324
shares
|
$218,016
0.08% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
4,273
shares
|
$215,444
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
4,204
shares
|
$211,965
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
4,194
shares
|
$211,461
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
4,175
shares
|
$210,503
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
4,165
shares
|
$209,999
0.1% of portfolio
|
Q1 2024
New holding
|