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 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-29.8K- 25.76% |
$1.48M - $1.58M
|
85.8K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-29.9K- 8.53% |
$1.49M - $1.59M
|
321K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-32.1K- 6.9% |
$1.6M - $1.71M
|
433K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.2K- 49.65% |
$1.6M - $1.71M
|
32.7K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-33K- 6.74% |
$1.64M - $1.76M
|
457K
$23.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-33.4K- 1.94% |
$1.66M - $1.78M
|
1.69M
$86.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-34.5K- 9.98% |
$1.72M - $1.83M
|
311K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35.1K- 29.16% |
$1.75M - $1.87M
|
85.3K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-35.4K- 72.73% |
$1.76M - $1.88M
|
13.3K
$679K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35.7K- 6.15% |
$1.78M - $1.9M
|
546K
$28M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-37.4K- 35.16% |
$1.86M - $1.99M
|
68.9K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-37.7K- 12.72% |
$1.87M - $2M
|
258K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-38.1K- 4.07% |
$1.89M - $2.02M
|
897K
$46M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-40.2K- 17.62% |
$2M - $2.14M
|
188K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.4K- 57.64% |
$2.01M - $2.15M
|
29.7K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-42.1K- 28.01% |
$2.1M - $2.24M
|
108K
$5.55M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-45.9K- 8.04% |
$2.28M - $2.44M
|
525K
$26.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-46K- 10.06% |
$2.29M - $2.45M
|
411K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-53.7K- 1.77% |
$2.67M - $2.85M
|
2.98M
$153M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-61.2K- 39.33% |
$3.05M - $3.26M
|
94.4K
$4.84M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-61.6K- 18.64% |
$3.07M - $3.28M
|
269K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-61.9K- 3.91% |
$3.08M - $3.29M
|
1.52M
$77.9M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-62.1K- 15.12% |
$3.09M - $3.3M
|
349K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-63.5K- 7.91% |
$3.16M - $3.38M
|
739K
$37.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-64K- 32.08% |
$3.18M - $3.4M
|
135K
$6.94M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65.8K- 11.33% |
$3.27M - $3.5M
|
515K
$26.4M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-71.8K- 17.4% |
$3.58M - $3.82M
|
341K
$17.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-82.3K- 50.05% |
$4.1M - $4.38M
|
82.1K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-82.6K- 91.36% |
$4.11M - $4.39M
|
7.81K
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-84.1K- 13.33% |
$4.19M - $4.47M
|
547K
$28M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-84.5K- 26.67% |
$4.21M - $4.49M
|
232K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.6K- 91.66% |
$4.21M - $4.5M
|
7.7K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-85.6K- 22.37% |
$4.26M - $4.56M
|
297K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-89K- 90.26% |
$4.43M - $4.73M
|
9.6K
$492K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-91K- 14.96% |
$4.53M - $4.84M
|
518K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-101K- 71.3% |
$5.03M - $5.38M
|
40.7K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-103K- 5.42% |
$5.12M - $5.47M
|
1.8M
$92M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-106K- 6.49% |
$5.3M - $5.66M
|
1.53M
$78.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-108K- 39.92% |
$5.38M - $5.75M
|
163K
$8.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-126K- 31.78% |
$6.26M - $6.69M
|
270K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-132K- 8.22% |
$6.58M - $7.03M
|
1.47M
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-135K- 45.42% |
$6.72M - $7.18M
|
162K
$8.31M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138K- 95.67% |
$6.85M - $7.32M
|
6.24K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-141K- 5.18% |
$7M - $7.48M
|
2.57M
$132M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-153K- 97.28% |
$7.6M - $8.12M
|
4.26K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-184K- 40.15% |
$9.17M - $9.8M
|
275K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-191K- 57.38% |
$9.52M - $10.2M
|
142K
$7.28M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-232K- 21.57% |
$11.6M - $12.4M
|
844K
$43.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-238K- 3.42% |
$11.9M - $12.7M
|
6.72M
$344M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-253K- 25.56% |
$12.6M - $13.4M
|
736K
$37.7M
|