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 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-62- 0.29% |
$3.09K - $3.3K
|
21.3K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-62- 2.45% |
$3.09K - $3.3K
|
2.47K
$127K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 7.18% |
$3.09K - $3.3K
|
802
$41.1K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-64- 1.1% |
$3.19K - $3.4K
|
5.73K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-67- 1.01% |
$3.34K - $3.56K
|
6.57K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-73- 1.69% |
$3.63K - $3.88K
|
4.24K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-74- 0.48% |
$3.68K - $3.94K
|
15.2K
$779K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-76- 1.12% |
$3.78K - $4.04K
|
6.69K
$343K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-80- 1.07% |
$3.98K - $4.26K
|
7.4K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-82- 0.64% |
$4.08K - $4.36K
|
12.7K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-84- 0.68% |
$4.18K - $4.47K
|
12.3K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-90- 1.36% |
$4.48K - $4.79K
|
6.51K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.79% |
$4.78K - $5.11K
|
12.1K
$620K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-100- 0.98% |
$4.98K - $5.32K
|
10.1K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-104- 1.33% |
$5.18K - $5.53K
|
7.72K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-113- 32.19% |
$5.63K - $6.01K
|
238
$12.2K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 2.45% |
$5.67K - $6.06K
|
4.53K
$232K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-115- 2.03% |
$5.72K - $6.12K
|
5.56K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-115- 4.7% |
$5.72K - $6.12K
|
2.33K
$119K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-123- 2.16% |
$6.12K - $6.54K
|
5.58K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-125- 0.08% |
$6.22K - $6.65K
|
163K
$8.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 3.04% |
$6.37K - $6.81K
|
4.08K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-136- 6.64% |
$6.77K - $7.23K
|
1.91K
$98K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-140- 1.78% |
$6.97K - $7.45K
|
7.72K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-143- 0.65% |
$7.12K - $7.61K
|
22K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-145- 1.32% |
$7.22K - $7.71K
|
10.8K
$554K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-149- 0.11% |
$7.42K - $7.93K
|
138K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-149- 74.5% |
$7.42K - $7.93K
|
51
$2.61K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 5.31% |
$7.47K - $7.98K
|
2.68K
$137K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-151- 1.03% |
$7.52K - $8.03K
|
14.5K
$743K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-152- 99.35% |
$7.57K - $8.08K
|
1
$51.2
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-170- 0.83% |
$8.46K - $9.04K
|
20.2K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-184- 0.59% |
$9.16K - $9.79K
|
30.8K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-189- 1.17% |
$9.41K - $10.1K
|
16K
$821K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-200- 3.77% |
$9.96K - $10.6K
|
5.1K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-205- 54.09% |
$10.2K - $10.9K
|
174
$8.92K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-215- 16.77% |
$10.7K - $11.4K
|
1.07K
$54.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-217- 3.68% |
$10.8K - $11.5K
|
5.68K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-220- 2.62% |
$11K - $11.7K
|
8.18K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-242- 3.46% |
$12K - $12.9K
|
6.74K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-244- 2.53% |
$12.1K - $13K
|
9.38K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-255- 1.73% |
$12.7K - $13.6K
|
14.5K
$744K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-257- 3.91% |
$12.8K - $13.7K
|
6.31K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-267- 30.62% |
$13.3K - $14.2K
|
605
$31K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-296- 3.15% |
$14.7K - $15.7K
|
9.1K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-303- 5.54% |
$15.1K - $16.1K
|
5.17K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-308- 3.47% |
$15.3K - $16.4K
|
8.57K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-309- 0.59% |
$15.4K - $16.4K
|
51.7K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-310- 0.67% |
$15.4K - $16.5K
|
46K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-310- 0.58% |
$15.4K - $16.5K
|
53.6K
$2.74M
|