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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,923
shares
|
$198,621
0.02% of portfolio
|
Q2 2024
Added 17.24%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,833
shares
|
$194,064
0.03% of portfolio
|
Q1 2024
Added 59.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,816
shares
|
$193,204
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$192,140
0.05% of portfolio
|
Q2 2024
Added 105.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
3,749
shares
|
$189,811
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,601
shares
|
$182,318
0.02% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
3,583
shares
|
$181,407
0.01% of portfolio
|
Q4 2024
Added 41.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,546
shares
|
$179,533
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,503
shares
|
$177,356
0.1% of portfolio
|
Q2 2024
Reduced 96.2%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
3,493
shares
|
$176,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,487
shares
|
$176,546
0.0% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,471
shares
|
$175,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
3,450
shares
|
$174,673
0.05% of portfolio
|
Q1 2024
Added 76.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,323
shares
|
$168,243
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,228
shares
|
$163,433
0.03% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
3,026
shares
|
$153,206
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,975
shares
|
$150,624
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
2,879
shares
|
$145,763
0.05% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
2,867
shares
|
$145,156
0.01% of portfolio
|
Q3 2024
Added 169.45%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,831
shares
|
$143,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
2,825
shares
|
$143,029
0.05% of portfolio
|
Q4 2024
Reduced 27.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,805
shares
|
$142,017
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$141,764
0.02% of portfolio
|
Q2 2023
Added 86.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,587
shares
|
$130,979
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,533
shares
|
$128,245
0.01% of portfolio
|
Q4 2024
New holding
|