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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158K+ 11.47% |
$7.84M - $8.38M
|
1.53M
$78.4M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
148K+ 7.92% |
$7.35M - $7.86M
|
2.01M
$103M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
142KNew |
$7.08M - $7.57M
|
142K
$7.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
138K+ 24.94% |
$6.86M - $7.33M
|
690K
$35.4M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
132K+ 7.42% |
$6.59M - $7.05M
|
1.92M
$98.3M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
126K+ 1257.61% |
$6.28M - $6.71M
|
136K
$6.98M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
126K+ 3100.49% |
$6.28M - $6.71M
|
130K
$6.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104K+ 463.12% |
$5.16M - $5.51M
|
126K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
104K+ 16.67% |
$5.16M - $5.51M
|
725K
$37.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101K+ 11.89% |
$5.01M - $5.36M
|
948K
$48.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
100KNew |
$5M - $5.35M
|
100K
$5.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
96.6K+ 42.42% |
$4.81M - $5.14M
|
324K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95K+ 22.67% |
$4.73M - $5.05M
|
514K
$26.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
93.5K+ 18.08% |
$4.66M - $4.97M
|
611K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
90.2KNew |
$4.49M - $4.8M
|
90.2K
$4.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
89.7KNew |
$4.47M - $4.77M
|
89.7K
$4.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
89K+ 7.19% |
$4.43M - $4.74M
|
1.33M
$68M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
88.9K+ 373.28% |
$4.43M - $4.73M
|
113K
$5.78M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
87.7K+ 19.33% |
$4.37M - $4.67M
|
541K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86.8K+ 24.77% |
$4.32M - $4.61M
|
437K
$22.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
85.8K+ 35.88% |
$4.27M - $4.56M
|
325K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
84.5KNew |
$4.21M - $4.5M
|
84.5K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82.9K+ 12.34% |
$4.13M - $4.41M
|
755K
$38.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
82.8K+ 101.45% |
$4.12M - $4.4M
|
164K
$8.43M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
79.6K+ 36.33% |
$3.96M - $4.23M
|
299K
$15.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
79.2K+ 14.38% |
$3.94M - $4.21M
|
630K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
78.9K+ 1.95% |
$3.93M - $4.2M
|
4.13M
$212M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.7K+ 10.87% |
$3.87M - $4.13M
|
792K
$40.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.2K+ 11.34% |
$3.84M - $4.11M
|
758K
$38.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
76.3K+ 3.72% |
$3.8M - $4.06M
|
2.13M
$109M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 5.71% |
$3.79M - $4.05M
|
1.41M
$72.1M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
75.5K+ 117.12% |
$3.76M - $4.01M
|
140K
$7.17M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.9K+ 32.72% |
$3.68M - $3.93M
|
300K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73K+ 4.17% |
$3.63M - $3.88M
|
1.82M
$93.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
70.9K+ 20.85% |
$3.53M - $3.77M
|
411K
$21M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
69.2KNew |
$3.44M - $3.68M
|
69.2K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
65.4KNew |
$3.26M - $3.48M
|
65.4K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
63.5KNew |
$3.16M - $3.38M
|
63.5K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
62.4K+ 6.55% |
$3.11M - $3.32M
|
1.02M
$52M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62.1K+ 169.5% |
$3.09M - $3.3M
|
98.8K
$5.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
60.3K+ 3.63% |
$3M - $3.21M
|
1.72M
$88.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.2K+ 11.54% |
$2.99M - $3.2M
|
582K
$29.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
58.3K+ 35.37% |
$2.9M - $3.1M
|
223K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
57.2K+ 111.77% |
$2.85M - $3.04M
|
108K
$5.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
56.9K+ 12.56% |
$2.83M - $3.02M
|
510K
$26.1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
55.1KNew |
$2.74M - $2.93M
|
55.1K
$2.82M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
54.3K+ 33.16% |
$2.7M - $2.89M
|
218K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
54.3K+ 54.17% |
$2.7M - $2.89M
|
155K
$7.92M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
53.9K+ 18.23% |
$2.68M - $2.87M
|
350K
$17.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
53.5K+ 1176.57% |
$2.66M - $2.84M
|
58K
$2.97M
|