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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,860
shares
|
$246,061
0.04% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
4,832
shares
|
$244,644
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,804
shares
|
$243,226
0.01% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
4,784
shares
|
$242,213
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
4,774
shares
|
$241,707
0.09% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,706
shares
|
$238,264
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$236,138
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
4,658
shares
|
$235,834
0.01% of portfolio
|
Q1 2025
Reduced 70.1%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,654
shares
|
$235,632
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
4,650
shares
|
$235,429
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,648
shares
|
$235,328
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
4,631
shares
|
$234,467
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
4,624
shares
|
$234,113
0.06% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,568
shares
|
$231,277
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4,546
shares
|
$230,163
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
4,545
shares
|
$230,113
0.06% of portfolio
|
Q4 2024
Reduced 94.61%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
4,534
shares
|
$229,556
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,507
shares
|
$228,189
0.0% of portfolio
|
Q4 2024
Reduced 49.11%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,503
shares
|
$227,986
0.15% of portfolio
|
Q4 2024
Reduced 26.08%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,451
shares
|
$225,354
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
4,410
shares
|
$223,278
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
4,365
shares
|
$220,999
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
4,352
shares
|
$220,341
0.04% of portfolio
|
Q2 2022
Reduced 12.17%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
4,342
shares
|
$219,835
0.1% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,328
shares
|
$219,126
0.04% of portfolio
|
Q1 2025
Added 4.47%
|