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 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
9.29K+ 2.45% |
$463K - $494K
|
389K
$19.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9.24KNew |
$460K - $492K
|
9.24K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9.2K+ 8.14% |
$458K - $489K
|
122K
$6.27M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.1K+ 21.38% |
$453K - $484K
|
51.7K
$2.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.94K+ 36.51% |
$445K - $476K
|
33.4K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.93KNew |
$444K - $475K
|
8.93K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.72K+ 42.79% |
$434K - $464K
|
29.1K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.66K+ 1.82% |
$431K - $461K
|
484K
$24.8M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.33K+ 1.6% |
$415K - $443K
|
529K
$27.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.23K+ 6.32% |
$410K - $438K
|
139K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.16K+ 53.18% |
$406K - $434K
|
23.5K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.01K+ 13.86% |
$399K - $426K
|
65.8K
$3.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.73K+ 40694.74% |
$385K - $411K
|
7.75K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7.73K+ 1.96% |
$385K - $411K
|
401K
$20.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.7K+ 1.78% |
$383K - $410K
|
440K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
7.61KNew |
$379K - $405K
|
7.61K
$390K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$378K - $403K
|
7.59K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.56KNew |
$376K - $402K
|
7.56K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.53K+ 7.26% |
$375K - $400K
|
111K
$5.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.49K+ 2.29% |
$373K - $398K
|
335K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.95K+ 3.49% |
$346K - $370K
|
206K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.94K+ 1.78% |
$346K - $369K
|
398K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.73KNew |
$335K - $358K
|
6.73K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.68K+ 89.29% |
$332K - $355K
|
14.2K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 5.07% |
$332K - $355K
|
138K
$7.08M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.61K+ 3.01% |
$329K - $352K
|
226K
$11.6M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.58K+ 0.51% |
$327K - $350K
|
1.31M
$67M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.37K+ 50.36% |
$317K - $339K
|
19K
$975K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.31K+ 13.02% |
$314K - $336K
|
54.8K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.3KNew |
$314K - $335K
|
6.3K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.29K+ 80.41% |
$313K - $335K
|
14.1K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.25K+ 3.69% |
$311K - $332K
|
176K
$8.99M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.2K+ 9.44% |
$309K - $330K
|
71.9K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.14K+ 2.02% |
$306K - $327K
|
310K
$15.9M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$303K - $324K
|
6.09K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.02K+ 9.86% |
$300K - $320K
|
67.1K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6KNew |
$298K - $319K
|
6K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.94K+ 10.27% |
$295K - $316K
|
63.7K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.77K+ 104.95% |
$287K - $307K
|
11.3K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.73KNew |
$285K - $305K
|
5.73K
$294K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.66K+ 13.68% |
$282K - $301K
|
47K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.52K+ 6.18% |
$275K - $294K
|
94.9K
$4.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.35KNew |
$267K - $285K
|
5.35K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.33K+ 23.08% |
$265K - $284K
|
28.4K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.25K+ 1.59% |
$261K - $279K
|
335K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$260K - $278K
|
5.23K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
5.17K+ 6.36% |
$258K - $275K
|
86.5K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.16KNew |
$257K - $274K
|
5.16K
$264K
|