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 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
176+ 1.07% |
$8.76K - $9.36K
|
16.6K
$852K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
175+ 3.51% |
$8.71K - $9.31K
|
5.16K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
172+ 0.67% |
$8.56K - $9.15K
|
26K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
151+ 0.83% |
$7.52K - $8.03K
|
18.3K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
146+ 0.44% |
$7.27K - $7.77K
|
33.4K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
145+ 0.35% |
$7.22K - $7.71K
|
41.8K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
136+ 2.66% |
$6.77K - $7.23K
|
5.26K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
135New |
$6.72K - $7.18K
|
135
$6.92K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
133+ 1.04% |
$6.62K - $7.07K
|
13K
$665K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
127+ 0.27% |
$6.32K - $6.76K
|
47.2K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
116+ 0.77% |
$5.77K - $6.17K
|
15.1K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
108+ 1.29% |
$5.38K - $5.74K
|
8.46K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
97New |
$4.83K - $5.16K
|
97
$4.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
97+ 0.28% |
$4.83K - $5.16K
|
34.5K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
92+ 0.42% |
$4.58K - $4.89K
|
22.1K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
89+ 1.04% |
$4.43K - $4.73K
|
8.64K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86New |
$4.28K - $4.57K
|
86
$4.41K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
83+ 138.33% |
$4.13K - $4.41K
|
143
$7.33K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
81+ 0.25% |
$4.03K - $4.31K
|
32.4K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
80+ 0.66% |
$3.98K - $4.26K
|
12.3K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 1.23% |
$3.88K - $4.15K
|
6.44K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 0.22% |
$3.58K - $3.83K
|
33K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
62+ 1.06% |
$3.09K - $3.3K
|
5.93K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
62+ 1.45% |
$3.09K - $3.3K
|
4.33K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
60New |
$2.99K - $3.19K
|
60
$3.07K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 0.87% |
$2.79K - $2.98K
|
6.47K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
55+ 43.65% |
$2.74K - $2.93K
|
181
$9.27K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
50+ 0.34% |
$2.49K - $2.66K
|
14.6K
$750K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45+ 0.34% |
$2.24K - $2.39K
|
13.4K
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
44+ 0.12% |
$2.19K - $2.34K
|
38.1K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
41+ 0.37% |
$2.04K - $2.18K
|
11K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
40+ 0.31% |
$1.99K - $2.13K
|
13.1K
$672K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
40+ 0.92% |
$1.99K - $2.13K
|
4.38K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
40New |
$1.99K - $2.13K
|
40
$2.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
39+ 0.74% |
$1.94K - $2.07K
|
5.32K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
39New |
$1.94K - $2.07K
|
39
$2K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 0.8% |
$1.89K - $2.02K
|
4.81K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
34+ 0.49% |
$1.69K - $1.81K
|
6.95K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
34+ 0.21% |
$1.69K - $1.81K
|
16K
$818K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
33+ 0.11% |
$1.64K - $1.76K
|
28.7K
$1.47M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
27+ 0.34% |
$1.34K - $1.44K
|
7.88K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
26+ 0.32% |
$1.29K - $1.38K
|
8.08K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.24K - $1.33K
|
14.9K
$765K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
24+ 0.22% |
$1.19K - $1.28K
|
10.9K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.14K - $1.22K
|
9.44K
$484K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
22+ 0.16% |
$1.1K - $1.17K
|
13.7K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
19+ 0.12% |
$946 - $1.01K
|
16.5K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17+ 0.25% |
$846 - $904
|
6.79K
$348K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.05% |
$846 - $904
|
31.2K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 39.47% |
$747 - $798
|
53
$2.72K
|