Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
15.9M+ 5889.61% |
$792M - $847M
|
16.2M
$829M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.74MNew |
$136M - $146M
|
2.74M
$140M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.24M+ 172.51% |
$111M - $119M
|
3.53M
$181M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.94M+ 63.08% |
$96.7M - $103M
|
5.02M
$257M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 3.35% |
$69.1M - $73.8M
|
42.8M
$2.19B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.36M+ 25.0% |
$67.7M - $72.4M
|
6.8M
$348M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.24M+ 7.65% |
$61.5M - $65.7M
|
17.4M
$891M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.08M+ 32.74% |
$53.9M - $57.6M
|
4.39M
$225M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
974K+ 30.0% |
$48.5M - $51.8M
|
4.22M
$216M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
950K+ 11.83% |
$47.3M - $50.5M
|
8.98M
$460M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
804K+ 78.08% |
$40M - $42.8M
|
1.83M
$94M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
801K+ 511.47% |
$39.9M - $42.6M
|
958K
$49.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
712KNew |
$35.4M - $37.9M
|
712K
$36.5M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
654K+ 103.46% |
$32.6M - $34.8M
|
1.29M
$65.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
629K+ 19.33% |
$31.3M - $33.5M
|
3.88M
$199M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
623K+ 6.78% |
$31M - $33.1M
|
9.81M
$503M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
595K+ 0.76% |
$29.6M - $31.7M
|
78.8M
$4.04B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
544K+ 28.35% |
$27.1M - $29M
|
2.46M
$126M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
528K+ 6211.52% |
$26.3M - $28.1M
|
536K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
503K+ 12.77% |
$25M - $26.7M
|
4.44M
$227M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
499K+ 68.48% |
$24.8M - $26.5M
|
1.23M
$62.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
449K+ 15.15% |
$22.3M - $23.9M
|
3.41M
$175M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
445KNew |
$22.1M - $23.6M
|
445K
$22.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
405K+ 25.48% |
$20.2M - $21.5M
|
1.99M
$102M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
401K+ 126.71% |
$20M - $21.4M
|
718K
$36.8M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
383K+ 3269.44% |
$19.1M - $20.4M
|
395K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
377K+ 13.16% |
$18.8M - $20.1M
|
3.25M
$166M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
356K+ 8.58% |
$17.7M - $18.9M
|
4.5M
$231M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
347K+ 22.38% |
$17.3M - $18.5M
|
1.9M
$97.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
320K+ 36.83% |
$15.9M - $17M
|
1.19M
$61M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
320KNew |
$15.9M - $17M
|
320K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
303K+ 2661.14% |
$15.1M - $16.1M
|
314K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
301K+ 49.94% |
$15M - $16M
|
903K
$46.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
283K+ 144.25% |
$14.1M - $15M
|
479K
$24.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
280K+ 99.79% |
$14M - $14.9M
|
562K
$28.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
279K+ 3.64% |
$13.9M - $14.8M
|
7.95M
$407M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
276KNew |
$13.7M - $14.7M
|
276K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
268K+ 128.57% |
$13.3M - $14.3M
|
477K
$24.4M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
255KNew |
$12.7M - $13.6M
|
255K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
251K+ 7.42% |
$12.5M - $13.4M
|
3.64M
$186M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
237K+ 4.31% |
$11.8M - $12.6M
|
5.74M
$294M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
211K+ 292.2% |
$10.5M - $11.2M
|
283K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196K+ 3.29% |
$9.74M - $10.4M
|
6.14M
$315M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
190KNew |
$9.46M - $10.1M
|
190K
$9.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
189K+ 15.12% |
$9.43M - $10.1M
|
1.44M
$73.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
182K+ 31.74% |
$9.04M - $9.66M
|
754K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 11.6% |
$8.35M - $8.93M
|
1.62M
$82.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
167K+ 25.9% |
$8.31M - $8.88M
|
811K
$41.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
166KNew |
$8.28M - $8.85M
|
166K
$8.52M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
166K+ 277.02% |
$8.26M - $8.83M
|
226K
$11.6M
|