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 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-291K- 41.07% |
$14.5M - $15.5M
|
418K
$21.4M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-317K- 83.43% |
$15.8M - $16.8M
|
62.9K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-333K- 32.74% |
$16.6M - $17.7M
|
683K
$35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-342K- 24.13% |
$17M - $18.2M
|
1.07M
$55.1M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-484K- 94.73% |
$24.1M - $25.8M
|
27K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-543K- 11.73% |
$27M - $28.9M
|
4.09M
$209M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-576K- 92.69% |
$28.7M - $30.6M
|
45.4K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-580K- 31.33% |
$28.9M - $30.9M
|
1.27M
$65.2M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-738K- 12.73% |
$36.7M - $39.2M
|
5.06M
$259M
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-939K- 98.04% |
$46.7M - $49.9M
|
18.8K
$961K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-949K- 24.49% |
$47.3M - $50.5M
|
2.93M
$150M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12M- 21.03% |
$55.9M - $59.8M
|
4.22M
$216M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.51M- 32.84% |
$75M - $80.1M
|
3.08M
$158M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.53M- 98.21% |
$76M - $81.2M
|
27.8K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.16M- 20.44% |
$207M - $221M
|
16.2M
$830M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-15.9M- 98.04% |
$790M - $844M
|
317K
$16.2M
|