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 1,090 institutions that hold shares in the stock, with a total of 440 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
787,991
shares
|
$39.9 Million
0.68% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,080
shares
|
$39.4 Million
0.09% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
775,552
shares
|
$39.3 Million
0.14% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
767,965
shares
|
$38.9 Million
4.2% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
762,790
shares
|
$38.6 Million
0.02% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
749,499
shares
|
$37.9 Million
3.21% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
739,267
shares
|
$37.4 Million
18.21% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
735,824
shares
|
$37.3 Million
10.75% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
728,798
shares
|
$36.9 Million
1.01% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
714,732
shares
|
$36.2 Million
5.33% of portfolio
|
Q4 2024
Added 506.09%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
710,471
shares
|
$36 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
709,350
shares
|
$35.9 Million
22.59% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
702,615
shares
|
$35.6 Million
0.04% of portfolio
|
Q4 2024
Added 834.18%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
690,300
shares
|
$34.9 Million
5.79% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
681,506
shares
|
$34.5 Million
7.81% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
680,432
shares
|
$34.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
671,960
shares
|
$34 Million
4.16% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
644,421
shares
|
$32.6 Million
2.53% of portfolio
|
Q4 2024
Added 41.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
632,296
shares
|
$32 Million
0.48% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
630,953
shares
|
$31.9 Million
0.07% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
621,372
shares
|
$31.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 80.65%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
621,185
shares
|
$31.5 Million
1.51% of portfolio
|
Q4 2024
Added 33.89%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
621,125
shares
|
$31.4 Million
1.65% of portfolio
|
Q2 2022
Reduced 9.21%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
610,727
shares
|
$30.9 Million
2.05% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
608,587
shares
|
$30.8 Million
6.21% of portfolio
|
Q4 2024
Added 20.51%
|