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
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-126K- 31.78% |
$6.26M - $6.69M
|
270K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-132K- 8.22% |
$6.58M - $7.03M
|
1.47M
$80.9M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-135K- 45.42% |
$6.72M - $7.18M
|
162K
$8.89M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-135K- 45.42% |
$6.72M - $7.18M
|
162K
$8.89M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138K- 95.67% |
$6.85M - $7.32M
|
6.24K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-141K- 5.18% |
$7M - $7.48M
|
2.57M
$141M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-153K- 97.28% |
$7.6M - $8.12M
|
4.26K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-184K- 40.15% |
$9.17M - $9.8M
|
275K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-191K- 57.38% |
$9.52M - $10.2M
|
142K
$7.79M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-232K- 21.57% |
$11.6M - $12.4M
|
844K
$46.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-238K- 3.42% |
$11.9M - $12.7M
|
6.72M
$368M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-253K- 25.56% |
$12.6M - $13.4M
|
736K
$40.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-291K- 41.07% |
$14.5M - $15.5M
|
418K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-317K- 83.43% |
$15.8M - $16.8M
|
62.9K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-333K- 32.74% |
$16.6M - $17.7M
|
683K
$37.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-342K- 24.13% |
$17M - $18.2M
|
1.07M
$58.9M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-484K- 94.73% |
$24.1M - $25.8M
|
27K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-543K- 11.73% |
$27M - $28.9M
|
4.09M
$224M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-576K- 92.69% |
$28.7M - $30.6M
|
45.4K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-580K- 31.33% |
$28.9M - $30.9M
|
1.27M
$69.7M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-738K- 12.73% |
$36.7M - $39.2M
|
5.06M
$277M
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-939K- 98.04% |
$46.7M - $49.9M
|
18.8K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-949K- 24.49% |
$47.3M - $50.5M
|
2.93M
$161M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12M- 21.03% |
$55.9M - $59.8M
|
4.22M
$231M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.51M- 32.84% |
$75M - $80.1M
|
3.08M
$169M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.53M- 98.21% |
$76M - $81.2M
|
27.8K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.16M- 20.44% |
$207M - $221M
|
16.2M
$889M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-15.9M- 98.04% |
$790M - $844M
|
317K
$17.4M
|