Purchases and Sales Made in Q1 2025 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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
May 07, 2025 Q1 2025
Wealthstream Advisors, Inc.

BUY
 -
25
+ 0.17%
$1.24K - $1.33K
14.9K $819K
May 05, 2025 Q1 2025
Twin Capital Management Inc

BUY
 -
24
+ 0.22%
$1.19K - $1.28K
10.9K $599K
May 12, 2025 Q1 2025
Darrow Company, Inc.

BUY
 -
23
+ 0.24%
$1.14K - $1.22K
9.44K $518K
Apr 08, 2025 Q1 2025
Lantz Financial LLC

BUY
 -
22
+ 0.16%
$1.1K - $1.17K
13.7K $749K
May 01, 2025 Q1 2025
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
19
+ 0.12%
$946 - $1.01K
16.5K $907K
Apr 08, 2025 Q1 2025
Marion Wealth Management

BUY
 -
17
+ 0.05%
$846 - $904
31.2K $1.71M
Apr 14, 2025 Q1 2025
Greystone Financial Group, LLC

BUY
 -
17
+ 0.25%
$846 - $904
6.79K $372K
May 07, 2025 Q1 2025
Serenus Wealth Advisors, LLC

Santa Monica, CA
BUY
 -
15
+ 0.12%
$747 - $798
12.9K $710K
May 13, 2025 Q1 2025
Ever Source Wealth Advisors, LLC

BUY
 -
15
+ 39.47%
$747 - $798
53 $2.91K
May 02, 2025 Q1 2025
Graypoint LLC

BUY
 -
12
+ 0.03%
$597 - $638
42.2K $2.31M
Apr 09, 2025 Q1 2025
Pmg Wealth Management, Inc.

Hawthorn Woods, IL
BUY
 -
9
+ 0.08%
$448 - $479
10.9K $596K
May 09, 2025 Q1 2025
Clear Investment Research, LLC

BUY
 -
8
+ 0.34%
$398 - $426
2.36K $130K
May 12, 2025 Q1 2025
Bristlecone Advisors, LLC

BUY
 -
7
+ 0.02%
$348 - $372
39.2K $2.15M
Apr 09, 2025 Q1 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
6
+ 0.04%
$299 - $319
14.8K $811K
Apr 21, 2025 Q1 2025
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
5
+ 0.02%
$249 - $266
27.4K $1.5M
Apr 11, 2025 Q1 2025
Intergy Private Wealth, LLC

BUY
 -
4
+ 0.0%
$199 - $213
122K $6.71M
May 09, 2025 Q1 2025
Tidemark, LLC

San Diego, CA
BUY
 -
3
+ 0.06%
$149 - $160
5.28K $289K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
2
+ 0.29%
$99.6 - $106
681 $37.3K
Apr 17, 2025 Q1 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
2
+ 0.29%
$99.6 - $106
697 $38.2K
May 09, 2025 Q1 2025
Costello Asset Management, Inc

BUY
 -
2
+ 0.04%
$99.6 - $106
4.51K $247K
Apr 15, 2025 Q1 2025
Forth Right Wealth Management, LLC

BUY
 -
2
+ 0.02%
$99.6 - $106
13K $711K
Apr 29, 2025 Q1 2025
Redw Wealth LLC

BUY
 -
1
+ 0.0%
$49.8 - $53.2
24.7K $1.35M
May 15, 2025 Q1 2025
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
1
+ 0.49%
$49.8 - $53.2
206 $11.3K
Apr 30, 2025 Q1 2025
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
1
+ 0.18%
$49.8 - $53.2
553 $30.3K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 0.16%
$49.8 - $53.2
628 $34.4K
May 14, 2025 Q1 2025
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
1
+ 0.38%
$49.8 - $53.2
262 $14.4K
May 09, 2025 Q1 2025
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1
+ 0.01%
$49.8 - $53.2
8.9K $488K
May 02, 2025 Q1 2025
First Command Advisory Services, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Apr 07, 2025 Q1 2025
Tompkins Financial Corp

SELL
 -
-2
- 15.38%
$99.6 - $106
11 $603
May 12, 2025 Q1 2025
Bill Few Associates, Inc.

SELL
 -
-3
- 0.04%
$149 - $160
7.38K $405K
Apr 22, 2025 Q1 2025
Mascagni Wealth Management, Inc.

Clinton, MS
SELL
 -
-12
- 0.18%
$597 - $638
6.52K $358K
Apr 25, 2025 Q1 2025
Wise Wealth Partners

Phoenix, AZ
SELL
 -
-15
- 0.27%
$747 - $798
5.48K $300K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
SELL
 -
-19
- 34.55%
$946 - $1.01K
36 $1.97K
Apr 17, 2025 Q1 2025
Bfsg, LLC

SELL
 -
-19
- 47.5%
$946 - $1.01K
21 $1.15K
May 01, 2025 Q1 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
SELL
 -
-20
- 8.81%
$996 - $1.06K
207 $11.4K
May 01, 2025 Q1 2025
Bogart Wealth, LLC

SELL
 -
-21
- 0.14%
$1.05K - $1.12K
14.8K $811K
May 13, 2025 Q1 2025
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-22
- 0.1%
$1.1K - $1.17K
22.7K $1.25M
Apr 23, 2025 Q1 2025
Sfg Wealth Management, Llc.

SELL
 -
-24
- 0.43%
$1.19K - $1.28K
5.62K $308K
May 13, 2025 Q1 2025
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-29
- 0.4%
$1.44K - $1.54K
7.14K $391K
May 14, 2025 Q1 2025
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-29
- 0.34%
$1.44K - $1.54K
8.6K $471K
Apr 21, 2025 Q1 2025
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-30
- 0.2%
$1.49K - $1.6K
14.6K $802K
May 19, 2025 Q1 2025
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-35
- 0.25%
$1.74K - $1.86K
14.1K $774K
Apr 15, 2025 Q1 2025
Trueblood Wealth Management, LLC

Lima, OH
SELL
 -
-36
- 0.41%
$1.79K - $1.91K
8.72K $478K
Apr 17, 2025 Q1 2025
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-38
- 0.64%
$1.89K - $2.02K
5.88K $322K
Apr 24, 2025 Q1 2025
Cnb Bank

Clearfield, PA
SELL
 -
-39
- 20.21%
$1.94K - $2.07K
154 $8.45K
May 14, 2025 Q1 2025
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-41
- 0.36%
$2.04K - $2.18K
11.4K $625K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-43
- 3.09%
$2.14K - $2.29K
1.35K $74K
Apr 10, 2025 Q1 2025
Rialto Wealth Management, LLC

Syracuse, NY
SELL
 -
-44
- 73.33%
$2.19K - $2.34K
16 $877
May 14, 2025 Q1 2025
Zega Investments, LLC

Palm Beach Gardens, FL
SELL
 -
-47
- 1.13%
$2.34K - $2.5K
4.09K $225K

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