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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.24M+ 172.51% |
$111M - $119M
|
3.53M
$168M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.24M+ 7.65% |
$61.5M - $65.7M
|
17.4M
$826M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
445KNew |
$22.1M - $23.6M
|
445K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
405K+ 25.48% |
$20.2M - $21.5M
|
1.99M
$94.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
283K+ 144.25% |
$14.1M - $15M
|
479K
$22.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
280K+ 99.79% |
$14M - $14.9M
|
562K
$26.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
189K+ 15.12% |
$9.43M - $10.1M
|
1.44M
$68.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
166KNew |
$8.28M - $8.85M
|
166K
$7.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
138K+ 24.94% |
$6.86M - $7.33M
|
690K
$32.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104K+ 463.12% |
$5.16M - $5.51M
|
126K
$5.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
100KNew |
$5M - $5.35M
|
100K
$4.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
96.6K+ 42.42% |
$4.81M - $5.14M
|
324K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
93.5K+ 18.08% |
$4.66M - $4.97M
|
611K
$29M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
89.7KNew |
$4.47M - $4.77M
|
89.7K
$4.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
89K+ 7.19% |
$4.43M - $4.74M
|
1.33M
$63.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62.1K+ 169.5% |
$3.09M - $3.3M
|
98.8K
$4.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
60.3K+ 3.63% |
$3M - $3.21M
|
1.72M
$82M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
54.3K+ 33.16% |
$2.7M - $2.89M
|
218K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49.9K+ 50.87% |
$2.48M - $2.65M
|
148K
$7.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.2KNew |
$2.35M - $2.51M
|
47.2K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
31.6K+ 13.64% |
$1.57M - $1.68M
|
264K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.4K+ 42.13% |
$1.51M - $1.62M
|
103K
$4.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.8K+ 57.52% |
$1.48M - $1.59M
|
81.6K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.3KNew |
$1.46M - $1.56M
|
29.3K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
27.7K+ 40.36% |
$1.38M - $1.48M
|
96.5K
$4.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
25.3K+ 24.58% |
$1.26M - $1.35M
|
128K
$6.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
20K+ 4.13% |
$994K - $1.06M
|
504K
$23.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
18.9K+ 25.57% |
$942K - $1.01M
|
93K
$4.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$920K - $983K
|
18.5K
$879K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 2.35% |
$908K - $971K
|
794K
$37.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 14.23% |
$783K - $837K
|
126K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
15.6K+ 2.89% |
$779K - $832K
|
557K
$26.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.3K+ 6.67% |
$713K - $762K
|
229K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.1K+ 3.17% |
$700K - $748K
|
458K
$21.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2K+ 1.75% |
$658K - $703K
|
768K
$36.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$655K - $700K
|
13.2K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13KNew |
$649K - $693K
|
13K
$620K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 101136.36% |
$554K - $592K
|
11.1K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.8K+ 7.1% |
$538K - $575K
|
163K
$7.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
10.8K+ 5.44% |
$536K - $573K
|
209K
$9.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
9.56K+ 1.11% |
$476K - $509K
|
872K
$41.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9.24KNew |
$460K - $492K
|
9.24K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.1K+ 21.38% |
$453K - $484K
|
51.7K
$2.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.94K+ 36.51% |
$445K - $476K
|
33.4K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.73K+ 40694.74% |
$385K - $411K
|
7.75K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.7K+ 1.78% |
$383K - $410K
|
440K
$20.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$378K - $403K
|
7.59K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.53K+ 7.26% |
$375K - $400K
|
111K
$5.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.95K+ 3.49% |
$346K - $370K
|
206K
$9.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.37K+ 50.36% |
$317K - $339K
|
19K
$905K
|