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 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.06K- 2.98% |
$52.7K - $56.3K
|
34.5K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.11K- 3.6% |
$55.2K - $59K
|
29.7K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.18K- 17.67% |
$58.5K - $62.5K
|
5.48K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.4K- 2.54% |
$69.5K - $74.3K
|
53.6K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 12.81% |
$81.3K - $86.9K
|
11.1K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.7K- 59.23% |
$84.5K - $90.3K
|
1.17K
$55.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 9.5% |
$95.6K - $102K
|
18.3K
$870K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 2.49% |
$101K - $108K
|
79.6K
$3.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.24K- 4.13% |
$111K - $119K
|
52K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2.27K- 2.81% |
$113K - $121K
|
78.3K
$3.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.53K- 6.65% |
$126K - $135K
|
35.6K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.85K- 3.41% |
$142K - $151K
|
80.7K
$3.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 34.49% |
$146K - $156K
|
5.56K
$264K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.94K- 31.06% |
$146K - $156K
|
6.53K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.01K- 1.11% |
$150K - $160K
|
268K
$12.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.45K- 1.93% |
$172K - $183K
|
176K
$8.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.45K- 16.97% |
$172K - $184K
|
16.9K
$803K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.82K- 2.42% |
$190K - $203K
|
154K
$7.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.89K- 14.05% |
$194K - $207K
|
23.8K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.96K- 3.37% |
$197K - $210K
|
113K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5.85K- 48.32% |
$291K - $311K
|
6.26K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.3K- 20.75% |
$413K - $442K
|
31.7K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-8.86K- 3.01% |
$441K - $471K
|
286K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-9.04K- 40.53% |
$450K - $481K
|
13.3K
$630K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-10.9K- 70.1% |
$543K - $581K
|
4.66K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-11.3K- 4.19% |
$563K - $602K
|
259K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.4K- 1.91% |
$567K - $606K
|
585K
$27.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-13.3K- 3.63% |
$662K - $707K
|
353K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13.9K- 1.02% |
$691K - $739K
|
1.35M
$64.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16.1K- 9.56% |
$804K - $859K
|
153K
$7.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-17.9K- 5.13% |
$893K - $955K
|
332K
$15.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-18K- 11.92% |
$897K - $958K
|
133K
$6.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-18.5K- 4.99% |
$921K - $984K
|
352K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 3.48% |
$981K - $1.05M
|
546K
$26M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-23.9K- 5.1% |
$1.19M - $1.27M
|
445K
$21.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-32.1K- 6.9% |
$1.6M - $1.71M
|
433K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-33.4K- 1.94% |
$1.66M - $1.78M
|
1.69M
$80.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-61.9K- 3.91% |
$3.08M - $3.29M
|
1.52M
$72.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-63.5K- 7.91% |
$3.16M - $3.38M
|
739K
$35.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-84.1K- 13.33% |
$4.19M - $4.47M
|
547K
$26M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-103K- 5.42% |
$5.12M - $5.47M
|
1.8M
$85.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-108K- 39.92% |
$5.38M - $5.75M
|
163K
$7.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-184K- 40.15% |
$9.17M - $9.8M
|
275K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-191K- 57.38% |
$9.52M - $10.2M
|
142K
$6.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-253K- 25.56% |
$12.6M - $13.4M
|
736K
$35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-342K- 24.13% |
$17M - $18.2M
|
1.07M
$51.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.51M- 32.84% |
$75M - $80.1M
|
3.08M
$146M
|