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 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
19.3K+ 5.3% |
$960K - $1.03M
|
383K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
19.2K+ 4.79% |
$957K - $1.02M
|
421K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
18.9K+ 25.57% |
$942K - $1.01M
|
93K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.8KNew |
$935K - $999K
|
18.8K
$963K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$920K - $983K
|
18.5K
$947K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.3K+ 5.18% |
$913K - $975K
|
372K
$19.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 2.35% |
$908K - $971K
|
794K
$40.7M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.2K+ 70.08% |
$908K - $970K
|
44.3K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
18.1K+ 388.6% |
$900K - $961K
|
22.7K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
17K+ 5.86% |
$844K - $902K
|
307K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 14.23% |
$783K - $837K
|
126K
$6.47M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
15.6K+ 2.89% |
$779K - $832K
|
557K
$28.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 3.44% |
$774K - $827K
|
468K
$24M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
15.5K+ 15.21% |
$773K - $826K
|
118K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15.3K+ 29.46% |
$763K - $816K
|
67.4K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
14.6K+ 32.31% |
$727K - $777K
|
59.8K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
14.6KNew |
$726K - $775K
|
14.6K
$747K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.3K+ 6.67% |
$713K - $762K
|
229K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
14.2K+ 11.09% |
$708K - $756K
|
142K
$7.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.1K+ 3.17% |
$700K - $748K
|
458K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.9KNew |
$692K - $740K
|
13.9K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 4.87% |
$680K - $727K
|
294K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.5K+ 328.5% |
$674K - $720K
|
17.7K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13.3K+ 56.72% |
$662K - $707K
|
36.7K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2K+ 1.75% |
$658K - $703K
|
768K
$39.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$655K - $700K
|
13.2K
$674K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13KNew |
$649K - $693K
|
13K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.8K+ 161.06% |
$640K - $683K
|
20.8K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.8K+ 22.13% |
$637K - $680K
|
70.6K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.8K+ 55.59% |
$636K - $680K
|
35.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.8K+ 2.84% |
$635K - $678K
|
461K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.6K+ 3.58% |
$628K - $671K
|
365K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
12.4K+ 5.08% |
$615K - $658K
|
256K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
12.3K+ 9.57% |
$611K - $653K
|
141K
$7.2M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12.2K+ 1.79% |
$608K - $650K
|
694K
$35.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.4K+ 8.13% |
$566K - $605K
|
151K
$7.75M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
11.3K+ 7.78% |
$563K - $601K
|
156K
$8.02M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$560K - $598K
|
11.2K
$576K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 101136.36% |
$554K - $592K
|
11.1K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 36.08% |
$539K - $575K
|
40.8K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.8K+ 7.1% |
$538K - $575K
|
163K
$8.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
10.8K+ 5.44% |
$536K - $573K
|
209K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.7K+ 16.05% |
$534K - $571K
|
77.6K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
10.6K+ 18.83% |
$528K - $564K
|
66.9K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 137.85% |
$527K - $564K
|
18.3K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.72KNew |
$484K - $517K
|
9.72K
$498K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
9.64K+ 10.27% |
$480K - $513K
|
104K
$5.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
9.56K+ 1.11% |
$476K - $509K
|
872K
$44.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.39K+ 134.87% |
$467K - $499K
|
16.3K
$838K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9.3K+ 4.51% |
$463K - $495K
|
216K
$11.1M
|