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 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
53.4KNew |
$2.66M - $2.84M
|
53.4K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
52.9K+ 54.41% |
$2.63M - $2.81M
|
150K
$7.69M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
52KNew |
$2.59M - $2.77M
|
52K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.9K+ 52.91% |
$2.58M - $2.76M
|
150K
$7.68M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
51.2K+ 40.96% |
$2.55M - $2.72M
|
176K
$9.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49.9K+ 50.87% |
$2.48M - $2.65M
|
148K
$7.58M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
48.2K+ 69.09% |
$2.4M - $2.56M
|
118K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
47.9KNew |
$2.38M - $2.55M
|
47.9K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.2KNew |
$2.35M - $2.51M
|
47.2K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
46.8K+ 1.06% |
$2.33M - $2.49M
|
4.45M
$228M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.3K+ 5.17% |
$2.25M - $2.41M
|
922K
$47.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42.2K+ 325.67% |
$2.1M - $2.24M
|
55.1K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
42K+ 47.84% |
$2.09M - $2.24M
|
130K
$6.66M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
41.9K+ 225.31% |
$2.08M - $2.23M
|
60.4K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
41.6K+ 12.72% |
$2.07M - $2.21M
|
369K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
41.5K+ 1.07% |
$2.07M - $2.21M
|
3.94M
$202M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
40.4K+ 266.08% |
$2.01M - $2.15M
|
55.6K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40.1K+ 5.35% |
$2M - $2.13M
|
790K
$40.5M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
38.3K+ 6.85% |
$1.9M - $2.04M
|
597K
$30.6M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
37.7K+ 99.15% |
$1.88M - $2.01M
|
75.8K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
36.9K+ 79.42% |
$1.84M - $1.96M
|
83.3K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.2K+ 30.8% |
$1.8M - $1.93M
|
154K
$7.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35.5K+ 49.2% |
$1.76M - $1.89M
|
108K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
33.9K+ 3.09% |
$1.69M - $1.8M
|
1.13M
$58M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
33K+ 6.56% |
$1.64M - $1.76M
|
536K
$27.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
31.6K+ 13.64% |
$1.57M - $1.68M
|
264K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
31.3K+ 266.93% |
$1.56M - $1.66M
|
43K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.4K+ 42.13% |
$1.51M - $1.62M
|
103K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.8K+ 57.52% |
$1.48M - $1.59M
|
81.6K
$4.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.3KNew |
$1.46M - $1.56M
|
29.3K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
27.7K+ 40.36% |
$1.38M - $1.48M
|
96.5K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
27.6K+ 529.56% |
$1.37M - $1.47M
|
32.8K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27.2KNew |
$1.36M - $1.45M
|
27.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.1K+ 142547.38% |
$1.35M - $1.44M
|
27.1K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26K+ 12.2% |
$1.29M - $1.38M
|
239K
$12.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
25.3K+ 24.58% |
$1.26M - $1.35M
|
128K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25.3K+ 54.77% |
$1.26M - $1.35M
|
71.6K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.4K+ 499.9% |
$1.21M - $1.3M
|
29.3K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
23.8K+ 7.21% |
$1.18M - $1.26M
|
353K
$18.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
23.1K+ 12.43% |
$1.15M - $1.23M
|
209K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
22.6K+ 23.68% |
$1.13M - $1.2M
|
118K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.3K+ 4.53% |
$1.11M - $1.19M
|
516K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.5K+ 5.7% |
$1.07M - $1.15M
|
399K
$20.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
21.4K+ 6.13% |
$1.06M - $1.14M
|
370K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.7K+ 13.66% |
$1.03M - $1.1M
|
172K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
20.5K+ 10.03% |
$1.02M - $1.09M
|
225K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20.1K+ 3.83% |
$1M - $1.07M
|
547K
$28M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
20K+ 4.13% |
$994K - $1.06M
|
504K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
19.9KNew |
$989K - $1.06M
|
19.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.4K+ 1.51% |
$965K - $1.03M
|
1.3M
$66.6M
|