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 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
80+ 0.66% |
$3.98K - $4.26K
|
12.3K
$583K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 0.22% |
$3.58K - $3.83K
|
33K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
62+ 1.45% |
$3.09K - $3.3K
|
4.33K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45+ 0.34% |
$2.24K - $2.39K
|
13.4K
$638K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
22+ 0.16% |
$1.1K - $1.17K
|
13.7K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.05% |
$846 - $904
|
31.2K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17+ 0.25% |
$846 - $904
|
6.79K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
9+ 0.08% |
$448 - $479
|
10.9K
$517K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6+ 0.04% |
$299 - $319
|
14.8K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.02% |
$249 - $266
|
27.4K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4+ 0.0% |
$199 - $213
|
122K
$5.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$99.6 - $106
|
13K
$617K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.29% |
$99.6 - $106
|
697
$33.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 15.38% |
$99.6 - $106
|
11
$523
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-19- 47.5% |
$946 - $1.01K
|
21
$998
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-36- 0.41% |
$1.79K - $1.91K
|
8.72K
$414K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-38- 0.64% |
$1.89K - $2.02K
|
5.88K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-44- 73.33% |
$2.19K - $2.34K
|
16
$761
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-55- 0.92% |
$2.74K - $2.93K
|
5.91K
$281K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58- 0.98% |
$2.89K - $3.09K
|
5.86K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-61- 98.39% |
$3.04K - $3.24K
|
1
$47.5
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 7.18% |
$3.09K - $3.3K
|
802
$38.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-73- 1.69% |
$3.63K - $3.88K
|
4.24K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-80- 1.07% |
$3.98K - $4.26K
|
7.4K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.79% |
$4.78K - $5.11K
|
12.1K
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-100- 0.98% |
$4.98K - $5.32K
|
10.1K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-115- 4.7% |
$5.72K - $6.12K
|
2.33K
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-123- 2.16% |
$6.12K - $6.54K
|
5.58K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 3.04% |
$6.37K - $6.81K
|
4.08K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-140- 1.78% |
$6.97K - $7.45K
|
7.72K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-143- 0.65% |
$7.12K - $7.61K
|
22K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-145- 1.32% |
$7.22K - $7.71K
|
10.8K
$514K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-149- 0.11% |
$7.42K - $7.93K
|
138K
$6.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-257- 3.91% |
$12.8K - $13.7K
|
6.31K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-308- 3.47% |
$15.3K - $16.4K
|
8.57K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-359- 7.39% |
$17.9K - $19.1K
|
4.5K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 41.15% |
$19.9K - $21.3K
|
572
$27.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-407- 5.24% |
$20.3K - $21.6K
|
7.35K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-416- 1.19% |
$20.7K - $22.1K
|
34.6K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-424- 1.31% |
$21.1K - $22.6K
|
32K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-506- 8.21% |
$25.2K - $26.9K
|
5.66K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-519- 2.56% |
$25.8K - $27.6K
|
19.7K
$937K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-521- 4.04% |
$25.9K - $27.7K
|
12.4K
$588K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-635- 3.53% |
$31.6K - $33.8K
|
17.3K
$825K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-689- 98.15% |
$34.3K - $36.6K
|
13
$618
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-741- 2.64% |
$36.9K - $39.4K
|
27.3K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-860- 13.54% |
$42.8K - $45.7K
|
5.49K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-934- 2.11% |
$46.5K - $49.7K
|
43.3K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.02K- 44.44% |
$50.9K - $54.4K
|
1.28K
$60.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.06K- 2.98% |
$52.7K - $56.3K
|
34.5K
$1.64M
|