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 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.3K- 20.75% |
$413K - $442K
|
31.7K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-8.86K- 3.01% |
$441K - $471K
|
286K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-8.91K- 6.57% |
$443K - $474K
|
127K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.93K- 4.44% |
$444K - $475K
|
192K
$9.85M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-9.04K- 40.53% |
$450K - $481K
|
13.3K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-9.43K- 28.16% |
$470K - $502K
|
24.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10.3K- 6.52% |
$515K - $550K
|
148K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.5K- 19.55% |
$520K - $556K
|
43K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 7.91% |
$526K - $562K
|
123K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.6K- 7.93% |
$526K - $562K
|
123K
$6.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-10.9K- 70.1% |
$543K - $581K
|
4.66K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-11.3K- 4.19% |
$563K - $602K
|
259K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.4K- 1.91% |
$567K - $606K
|
585K
$30M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-12.3K- 0.63% |
$614K - $656K
|
1.96M
$101M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-12.4K- 29.78% |
$619K - $662K
|
29.3K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-12.5K- 4.25% |
$620K - $662K
|
281K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.8K- 59.3% |
$636K - $680K
|
8.78K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-13.3K- 3.63% |
$662K - $707K
|
353K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.6K- 5.02% |
$679K - $725K
|
258K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.8K- 2.19% |
$687K - $734K
|
617K
$31.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13.9K- 1.02% |
$691K - $739K
|
1.35M
$69.3M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.9K- 21.29% |
$692K - $739K
|
51.4K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-15.2K- 4.69% |
$757K - $809K
|
309K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.2KClosed |
$758K - $810K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-15.7K- 75.07% |
$781K - $835K
|
5.21K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16K- 40.31% |
$798K - $853K
|
23.7K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16.1K- 9.56% |
$804K - $859K
|
153K
$7.83M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-16.3K- 5.32% |
$809K - $865K
|
289K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-16.6K- 25.09% |
$825K - $882K
|
49.5K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-16.7K- 35.55% |
$831K - $888K
|
30.3K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.8K- 2.39% |
$835K - $893K
|
686K
$35.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.5K- 5.14% |
$872K - $932K
|
323K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-17.9K- 5.13% |
$893K - $955K
|
332K
$17M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-18K- 11.92% |
$897K - $958K
|
133K
$6.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-18.5K- 4.99% |
$921K - $984K
|
352K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-18.6K- 6.26% |
$925K - $989K
|
278K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 3.48% |
$981K - $1.05M
|
546K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-19.8K- 47.03% |
$984K - $1.05M
|
22.3K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-20.2K- 2.39% |
$1.01M - $1.07M
|
827K
$42.4M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-20.4K- 22.27% |
$1.02M - $1.09M
|
71.3K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-22.1K- 75.71% |
$1.1M - $1.18M
|
7.1K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22.5K- 5.88% |
$1.12M - $1.2M
|
360K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-23K- 9.76% |
$1.14M - $1.22M
|
213K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-23.4K- 12.26% |
$1.17M - $1.25M
|
168K
$8.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-23.9K- 5.1% |
$1.19M - $1.27M
|
445K
$22.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-24.6K- 9.75% |
$1.22M - $1.31M
|
228K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27K- 12.0% |
$1.34M - $1.44M
|
198K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-27.9K- 14.85% |
$1.39M - $1.49M
|
160K
$8.21M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.6K- 56.7% |
$1.42M - $1.52M
|
21.8K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-29.5K- 20.79% |
$1.47M - $1.57M
|
112K
$5.75M
|