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
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.8K- 10.83% |
$139K - $149K
|
23.1K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.85K- 3.41% |
$142K - $151K
|
80.7K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.88K- 4.45% |
$143K - $153K
|
61.9K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 34.49% |
$146K - $156K
|
5.56K
$285K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.94K- 31.06% |
$146K - $156K
|
6.53K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.01K- 1.11% |
$150K - $160K
|
268K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.11K- 4.26% |
$155K - $165K
|
70K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.14K- 9.55% |
$156K - $167K
|
29.7K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.17K- 4.17% |
$158K - $168K
|
72.7K
$3.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.31K- 1.7% |
$165K - $176K
|
192K
$9.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-3.32K- 25.78% |
$165K - $177K
|
9.57K
$490K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 3.17% |
$170K - $182K
|
104K
$5.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.45K- 1.93% |
$172K - $183K
|
176K
$8.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.45K- 16.97% |
$172K - $184K
|
16.9K
$866K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-3.5K- 17.84% |
$174K - $186K
|
16.1K
$825K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.68K- 0.17% |
$183K - $196K
|
2.21M
$113M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.82K- 2.42% |
$190K - $203K
|
154K
$7.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.89K- 14.05% |
$194K - $207K
|
23.8K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 2.82% |
$195K - $208K
|
135K
$6.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.96K- 3.37% |
$197K - $210K
|
113K
$5.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-4K- 3.94% |
$199K - $213K
|
97.5K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.26K- 38.76% |
$212K - $227K
|
6.74K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.27K- 6.8% |
$213K - $227K
|
58.5K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-4.3K- 13.57% |
$214K - $229K
|
27.4K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.33K- 25.3% |
$215K - $230K
|
12.8K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.56K- 7.34% |
$227K - $242K
|
57.5K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.62K- 1.27% |
$230K - $245K
|
360K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.85K- 2.39% |
$241K - $258K
|
198K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.85K- 10.73% |
$241K - $258K
|
40.4K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.03K- 19.21% |
$250K - $267K
|
21.2K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.31K- 6.73% |
$264K - $282K
|
73.5K
$3.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5.38K- 12.96% |
$268K - $286K
|
36.1K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.7K- 13.89% |
$284K - $303K
|
35.3K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5.77K- 8.95% |
$287K - $307K
|
58.7K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5.85K- 48.32% |
$291K - $311K
|
6.26K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.98K- 1.46% |
$298K - $318K
|
405K
$20.7M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-6.05K- 8.24% |
$301K - $322K
|
67.3K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.13K- 3.04% |
$305K - $326K
|
196K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.36K- 3.31% |
$317K - $338K
|
186K
$9.51M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.5K- 0.45% |
$324K - $346K
|
1.42M
$73M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.8K- 6.42% |
$338K - $362K
|
99.1K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.96K- 11.83% |
$347K - $370K
|
51.9K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-7.31K- 5.18% |
$364K - $389K
|
134K
$6.86M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7.36KClosed |
$366K - $391K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-7.42K- 17.51% |
$369K - $394K
|
34.9K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-7.72KClosed |
$384K - $411K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.06K- 3.6% |
$401K - $429K
|
216K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.08K- 2.23% |
$402K - $430K
|
355K
$18.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.23K- 38.61% |
$410K - $438K
|
13.1K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.25K- 12.67% |
$411K - $439K
|
56.9K
$2.92M
|