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NYSEARCA:SPYV

SPDR Portfolio S&P 500 Value ETF Institutional Ownership

$39.84
-0.35 (-0.87 %)
(As of 05/18/2021 12:00 AM ET)
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Today's Range
$39.81
$40.22
50-Day Range
$37.90
$40.44
52-Week Range
$28.00
$40.85
Volume1.57 million shs
Average Volume3.09 million shs
Market Capitalization$12.63 billion
P/E RatioN/A
Dividend Yield2.09%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

 

Institutional Buying and Selling by Quarter


SPDR Portfolio S&P 500 Value ETF (NYSEARCA SPYV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/18/2021Morgan Stanley5,608,017$212.54M0.0%+18.7%1.769%
5/18/2021Perigon Wealth Management LLC17,803$0.68M0.1%+5.3%0.006%
5/18/2021IHT Wealth Management LLC463,374$17.56M1.3%-3.5%0.146%
5/18/2021Cooper Financial Group62,192$2.36M0.5%+6.7%0.020%
5/18/2021Ameritas Investment Company LLC92,910$3.52M0.3%+887.5%0.029%
5/17/2021Tower Wealth Partners Inc.23,564$0.89M1.2%N/A0.007%
5/17/2021Royal Bank of Canada812,690$30.80M0.0%+6.0%0.257%
5/17/2021Alesco Advisors LLC3,144,963$119.19M4.5%+1.1%0.993%
5/17/2021Veritable L.P.14,615$0.55M0.0%+41.5%0.005%
5/17/2021Captrust Financial Advisors29,279$1.11M0.0%-24.8%0.009%
5/17/2021Clark Capital Management Group Inc.960,104$36.39M0.6%+702.5%0.303%
5/17/2021Ameriprise Financial Inc.515,442$19.53M0.0%+9.7%0.163%
5/17/2021HRT Financial LP150,246$5.69M0.1%N/A0.047%
5/17/2021Thrivent Financial for Lutherans24,847$0.94M0.0%+3.3%0.008%
5/17/2021Goldman Sachs Group Inc.272,703$10.34M0.0%+114.1%0.087%
5/14/2021Citizens Financial Group Inc RI9,187$0.35M0.0%+15.1%0.003%
5/14/2021MML Investors Services LLC194,757$7.38M0.1%+1.7%0.062%
5/14/2021Lowe Brockenbrough & Co. Inc.184,693$7M0.7%+4.1%0.059%
5/14/2021GHP Investment Advisors Inc.117,182$4.44M0.4%+2.8%0.037%
5/14/2021Eqis Capital Management Inc.109,771$4.16M0.3%-2.8%0.035%
5/14/2021Benjamin Edwards Inc.46,648$1.77M1.3%-14.2%0.015%
5/14/2021Benjamin F. Edwards & Company Inc.1,063,896$40.32M2.2%-15.1%0.341%
5/14/2021Horizon Investments LLC3,381,443$128.16M4.7%N/A1.083%
5/14/2021FIL Ltd268,165$10.16M0.0%N/A0.086%
5/14/2021Laurel Wealth Advisors Inc.31,359$1.19M0.2%+67.1%0.010%
5/14/2021Windsor Capital Management LLC426,955$16.18M5.6%+23.5%0.137%
5/14/2021Managed Account Services Inc.539,365$20.44M5.4%+6.9%0.173%
5/14/2021Flputnam Investment Management Co.38,216$1.45M0.1%+4.8%0.012%
5/14/2021Assetmark Inc.201,331$7.63M0.0%+9,338.9%0.064%
5/14/2021Hamilton Capital LLC12,465,153$472.43M48.8%+50.4%3.993%
5/14/2021Stifel Financial Corp2,676,623$101.45M0.2%-17.4%0.857%
5/14/2021Credit Suisse AG105,317$3.99M0.0%N/A0.034%
5/14/2021Alexandria Capital LLC53,563$2.03M0.2%-5.5%0.017%
5/13/2021Franklin Resources Inc.7,335,791$278.03M0.1%+92.5%2.350%
5/13/2021Capital Asset Advisory Services LLC1,490$56K0.0%N/A0.000%
5/13/2021Renaissance Technologies LLC8,800$0.33M0.0%N/A0.003%
5/13/2021Sawtooth Solutions LLC58,184$2.21M0.5%-93.8%0.019%
5/13/2021Proequities Inc.20,736$0.79M0.1%+2.1%0.007%
5/13/2021Advisor OS LLC10,465$0.40M0.1%-98.1%0.003%
5/13/2021Frisch Financial Group Inc.11,886$0.45M0.2%-12.4%0.004%
5/13/2021Permanens Capital L.P.22,611$0.86M0.2%-17.4%0.008%
5/13/2021Avantax Advisory Services Inc.5,974$0.23M0.0%N/A0.002%
5/13/2021Bank of New York Mellon Corp15,917$0.60M0.0%-15.6%0.005%
5/13/2021Citigroup Inc.4,046$0.15M0.0%-10.7%0.001%
5/13/2021Retirement Income Solutions Inc85,020$3.22M1.1%+2.2%0.028%
5/13/2021Baird Financial Group Inc.197,778$7.50M0.0%+98.4%0.066%
5/13/2021Concord Wealth Partners8,179$0.31M0.1%-63.9%0.003%
5/12/2021Harbour Investments Inc.1,818$69K0.0%N/A0.001%
5/12/2021JT Stratford LLC28,982$1.10M0.4%+3.9%0.010%
5/12/2021FineMark National Bank & Trust8,850$0.34M0.0%N/A0.003%
5/12/2021American Money Management LLC94,698$3.59M1.3%-3.6%0.032%
5/12/2021Financial Engines Advisors L.L.C.47,559,683$1.80B5.6%+16.6%15.858%
5/12/2021Oarsman Capital Inc.122,053$4.63M2.0%-44.0%0.041%
5/12/2021JPMorgan Chase & Co.145,459$5.51M0.0%+935.7%0.049%
5/12/2021Wealth Enhancement Advisory Services LLC623,332$23.98M0.4%+0.9%0.208%
5/12/2021CORDA Investment Management LLC.76,179$2.89M0.3%+4.2%0.025%
5/12/2021Financial Insights Inc.5,684$0.22M0.2%N/A0.002%
5/12/2021Brinker Capital Investments LLC649,382$24.61M0.4%-16.4%0.217%
5/12/2021Pinnacle Advisory Group Inc.6,366$0.24M0.0%N/A0.002%
5/12/2021UBS Group AG3,037,304$115.11M0.0%+24.7%1.013%
5/12/2021SigFig Wealth Management LLC17,152$0.65M0.0%N/A0.006%
5/12/2021Wells Financial Advisors INC184,584$7M6.3%+312.1%0.062%
5/12/2021Alera Investment Advisors LLC843,948$31.99M10.5%+2.1%0.281%
5/12/2021Gunma Bank Ltd.115,000$4.36M2.5%N/A0.038%
5/11/2021Mercer Global Advisors Inc. ADV1,907,323$72.29M0.7%+23,254.0%0.636%
5/11/2021Marcum Wealth LLC114,299$4.33M0.7%-2.7%0.038%
5/11/2021WealthPLAN Partners LLC19,664$0.78M0.1%+18.6%0.007%
5/11/2021Jacobi Capital Management LLC3,600$0.14M0.0%+1,845.9%0.001%
5/11/2021Van Leeuwen & Company LLC124,484$4.72M3.1%N/A0.042%
5/11/2021Boston Private Wealth LLC3,521,797$133.48M1.9%+42,244.6%1.174%
5/11/2021First Horizon Advisors Inc.1,134$42K0.0%+248.9%0.000%
5/11/2021Soltis Investment Advisors LLC8,006$0.30M0.1%N/A0.003%
5/11/2021Rockefeller Capital Management L.P.118,109$4.48M0.0%+97.0%0.039%
5/11/2021Nelson Van Denburg & Campbell Wealth Management Group LLC211,506$8.02M0.9%+41.0%0.071%
5/11/2021Journey Advisory Group LLC10,169$0.39M0.1%+3.9%0.003%
5/11/2021NorthRock Partners LLC2,774,542$105.16M9.6%+7.0%0.927%
5/11/2021Harborview Advisors LLC47,188$1.79M1.1%+4.4%0.016%
5/11/2021Keystone Financial Group22,215$0.84M0.2%+23.8%0.007%
5/11/2021Cedar Wealth Management LLC31,528$1.20M0.6%-7.1%0.011%
5/10/2021Nottingham Advisors Inc.1,205,907$45.86M5.2%+28.6%0.403%
5/10/2021Arete Wealth Advisors LLC39,813$1.51M0.2%+16.8%0.013%
5/10/2021Resources Investment Advisors LLC.26,490$1M0.0%+52.4%0.009%
5/10/2021Certified Advisory Corp40,248$1.53M0.4%N/A0.014%
5/10/2021Wrapmanager Inc.201,130$7.62M2.1%-6.8%0.067%
5/10/2021Reston Wealth Management LLC898,739$34.06M17.8%+0.7%0.300%
5/10/2021HighTower Advisors LLC738,792$28M0.1%+62.3%0.247%
5/10/2021Financial Advocates Investment Management23,548$0.89M0.1%-3.2%0.008%
5/10/2021Kestra Advisory Services LLC145,802$5.53M0.1%+1,554.8%0.049%
5/10/2021Quest Capital Management Inc. ADV28,100$1.07M0.2%+8.5%0.009%
5/10/2021Level Four Advisory Services LLC410,157$15.55M1.2%-35.2%0.137%
5/10/2021NewSquare Capital LLC69,580$2.64M0.3%+3.8%0.023%
5/10/2021Principal Financial Group Inc.11,713$0.44M0.0%+7.4%0.004%
5/10/2021Advisory Alpha LLC1,800,746$68.25M11.8%+13.4%0.602%
5/10/2021American Investment Services Inc.62,842$2.38M0.6%+48.6%0.021%
5/10/2021Navalign LLC324,156$12.29M5.4%N/A0.108%
5/10/2021KWB Wealth1,494,759$56.65M10.8%+2.1%0.500%
5/10/2021PAX Financial Group LLC126,165$4.78M1.3%-4.8%0.042%
5/10/2021Phoenix Holdings Ltd.25,385$0.96M0.0%N/A0.008%
5/7/2021Doyle Wealth Management241,074$9.14M0.9%+28.2%0.081%
5/7/2021Capital Square LLC13,882$0.54M0.4%-2.2%0.005%
(Data available from 1/1/2016 forward)

This page was last updated on 5/18/2021 by MarketBeat.com Staff
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