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
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-776- 1.17% |
$38.6K - $41.3K
|
65.3K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-791- 9.62% |
$39.4K - $42.1K
|
7.43K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-795- 1.8% |
$39.6K - $42.3K
|
43.4K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-798- 6.58% |
$39.7K - $42.4K
|
11.3K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-820- 6.24% |
$40.8K - $43.6K
|
12.3K
$631K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-832- 11.92% |
$41.4K - $44.3K
|
6.15K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-860- 13.54% |
$42.8K - $45.7K
|
5.49K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-880- 2.99% |
$43.8K - $46.8K
|
28.6K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 67.67% |
$44.8K - $47.9K
|
430
$22K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-934- 2.11% |
$46.5K - $49.7K
|
43.3K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-963- 0.67% |
$47.9K - $51.2K
|
142K
$7.28M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-995- 16.18% |
$49.5K - $52.9K
|
5.16K
$264K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.02K- 7.48% |
$50.7K - $54.2K
|
12.6K
$646K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.02K- 44.44% |
$50.9K - $54.4K
|
1.28K
$65.5K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 6.31% |
$51K - $54.5K
|
15.2K
$779K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.06K- 2.98% |
$52.7K - $56.3K
|
34.5K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.11K- 3.6% |
$55.2K - $59K
|
29.7K
$1.52M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.17K- 26.49% |
$58.1K - $62.1K
|
3.24K
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.18K- 17.67% |
$58.5K - $62.5K
|
5.48K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 6.98% |
$60.7K - $64.9K
|
16.3K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.25K- 2.83% |
$62.2K - $66.5K
|
43K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.26K- 1.15% |
$62.6K - $66.9K
|
108K
$5.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.3K- 17.91% |
$64.8K - $69.2K
|
5.96K
$305K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.32K- 10.41% |
$65.7K - $70.2K
|
11.4K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.35K- 11.38% |
$67.4K - $72K
|
10.5K
$540K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.4K- 2.54% |
$69.5K - $74.3K
|
53.6K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.54K- 3.4% |
$76.6K - $81.9K
|
43.7K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 6.24% |
$77.8K - $83.1K
|
23.5K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.63K- 8.58% |
$81.1K - $86.6K
|
17.3K
$889K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 12.81% |
$81.3K - $86.9K
|
11.1K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.67K- 7.48% |
$83.2K - $88.9K
|
20.7K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.7K- 59.23% |
$84.5K - $90.3K
|
1.17K
$59.9K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.71K- 5.15% |
$85.3K - $91.2K
|
31.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 16.96% |
$85.5K - $91.3K
|
8.41K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.72K- 19.48% |
$85.5K - $91.4K
|
7.1K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 1.03% |
$90.9K - $97.1K
|
176K
$9.01M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.87K- 0.34% |
$93.3K - $99.7K
|
542K
$27.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 9.5% |
$95.6K - $102K
|
18.3K
$938K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 2.49% |
$101K - $108K
|
79.6K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.13K- 4.28% |
$106K - $113K
|
47.7K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.24K- 4.13% |
$111K - $119K
|
52K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2.27K- 2.81% |
$113K - $121K
|
78.3K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.38K- 17.33% |
$118K - $126K
|
11.3K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.39K- 2.66% |
$119K - $127K
|
87.5K
$4.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.53K- 6.65% |
$126K - $135K
|
35.6K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.54K- 5.92% |
$126K - $135K
|
40.4K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.58K- 16.05% |
$129K - $137K
|
13.5K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.73K- 35.99% |
$136K - $145K
|
4.86K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.73K- 5.1% |
$136K - $145K
|
50.8K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 13.44% |
$136K - $146K
|
17.6K
$904K
|