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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-644- 17.97% |
$32.1K - $34.3K
|
2.94K
$161K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-689- 98.15% |
$34.3K - $36.6K
|
13
$713
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-701- 72.34% |
$34.9K - $37.3K
|
268
$14.7K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-728- 9.38% |
$36.2K - $38.7K
|
7.03K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-736- 3.97% |
$36.6K - $39.1K
|
17.8K
$976K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-741- 2.64% |
$36.9K - $39.4K
|
27.3K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-769- 0.57% |
$38.3K - $40.9K
|
135K
$7.39M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-772- 1.41% |
$38.4K - $41.1K
|
53.9K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-776- 1.17% |
$38.6K - $41.3K
|
65.3K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-791- 9.62% |
$39.4K - $42.1K
|
7.43K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-795- 1.8% |
$39.6K - $42.3K
|
43.4K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-798- 6.58% |
$39.7K - $42.4K
|
11.3K
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-820- 6.24% |
$40.8K - $43.6K
|
12.3K
$675K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-832- 11.92% |
$41.4K - $44.3K
|
6.15K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-860- 13.54% |
$42.8K - $45.7K
|
5.49K
$301K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-868- 5.07% |
$43.2K - $46.2K
|
16.3K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-880- 2.99% |
$43.8K - $46.8K
|
28.6K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 67.67% |
$44.8K - $47.9K
|
430
$23.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-934- 2.11% |
$46.5K - $49.7K
|
43.3K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-963- 0.67% |
$47.9K - $51.2K
|
142K
$7.79M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-995- 16.18% |
$49.5K - $52.9K
|
5.16K
$283K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.02K- 7.48% |
$50.7K - $54.2K
|
12.6K
$691K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.02K- 44.44% |
$50.9K - $54.4K
|
1.28K
$70.1K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 6.31% |
$51K - $54.5K
|
15.2K
$834K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.06K- 2.98% |
$52.7K - $56.3K
|
34.5K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.11K- 3.6% |
$55.2K - $59K
|
29.7K
$1.63M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.17K- 26.49% |
$58.1K - $62.1K
|
3.24K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.18K- 17.67% |
$58.5K - $62.5K
|
5.48K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 6.98% |
$60.7K - $64.9K
|
16.3K
$892K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.25K- 2.83% |
$62.2K - $66.5K
|
43K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.26K- 1.15% |
$62.6K - $66.9K
|
108K
$5.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.3K- 17.91% |
$64.8K - $69.2K
|
5.96K
$327K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.32K- 10.41% |
$65.7K - $70.2K
|
11.4K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.35K- 11.38% |
$67.4K - $72K
|
10.5K
$578K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.4K- 2.54% |
$69.5K - $74.3K
|
53.6K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.54K- 3.4% |
$76.6K - $81.9K
|
43.7K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 6.24% |
$77.8K - $83.1K
|
23.5K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.63K- 8.58% |
$81.1K - $86.6K
|
17.3K
$951K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 12.81% |
$81.3K - $86.9K
|
11.1K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.67K- 7.48% |
$83.2K - $88.9K
|
20.7K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.7K- 59.23% |
$84.5K - $90.3K
|
1.17K
$64.1K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.71K- 5.15% |
$85.3K - $91.2K
|
31.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 16.96% |
$85.5K - $91.3K
|
8.41K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.72K- 19.48% |
$85.5K - $91.4K
|
7.1K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 1.03% |
$90.9K - $97.1K
|
176K
$9.64M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.87K- 0.34% |
$93.3K - $99.7K
|
542K
$29.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 9.5% |
$95.6K - $102K
|
18.3K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 2.49% |
$101K - $108K
|
79.6K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.13K- 4.28% |
$106K - $113K
|
47.7K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.24K- 4.13% |
$111K - $119K
|
52K
$2.85M
|