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 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.12KNew |
$255K - $272K
|
5.12K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.12K+ 0.47% |
$255K - $272K
|
1.08M
$55.5M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.01K+ 3.42% |
$249K - $267K
|
152K
$7.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.79K+ 1.74% |
$239K - $255K
|
281K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.74K+ 1.31% |
$236K - $252K
|
366K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.73KNew |
$236K - $252K
|
4.73K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.69K+ 2.54% |
$233K - $249K
|
190K
$9.72M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.66K+ 14.22% |
$232K - $248K
|
37.4K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.58K+ 3.51% |
$228K - $244K
|
135K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.51KNew |
$224K - $240K
|
4.51K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.38K+ 3.72% |
$218K - $233K
|
122K
$6.26M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.32K+ 4.11% |
$215K - $230K
|
109K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.31K+ 75.75% |
$214K - $229K
|
9.99K
$512K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
4.3K+ 0.54% |
$214K - $229K
|
796K
$40.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.28KNew |
$213K - $227K
|
4.28K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.21K+ 15.83% |
$210K - $224K
|
30.8K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.1K+ 14.81% |
$204K - $218K
|
31.8K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$204K - $218K
|
4.09K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.08KNew |
$203K - $217K
|
4.08K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
4.05K+ 1.8% |
$202K - $215K
|
229K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.89K+ 97.93% |
$193K - $207K
|
7.85K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.82K+ 1.75% |
$190K - $203K
|
222K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.82K+ 1.9% |
$190K - $203K
|
205K
$10.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.81K+ 46.03% |
$190K - $203K
|
12.1K
$620K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.66K+ 5.98% |
$182K - $195K
|
64.9K
$3.33M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.66K+ 2.29% |
$182K - $195K
|
163K
$8.38M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.65K+ 28.33% |
$182K - $194K
|
16.5K
$848K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.62K+ 8.17% |
$180K - $192K
|
47.9K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.58K+ 11.07% |
$178K - $190K
|
35.9K
$1.84M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.55K+ 36.52% |
$177K - $189K
|
13.3K
$681K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.5K+ 34.29% |
$174K - $186K
|
13.7K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 0.68% |
$173K - $185K
|
516K
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.39K+ 44.93% |
$169K - $180K
|
10.9K
$561K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.38KNew |
$168K - $180K
|
3.38K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.37K+ 22.65% |
$168K - $179K
|
18.3K
$936K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.37K+ 3.61% |
$168K - $179K
|
96.7K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.35K+ 4.71% |
$167K - $178K
|
74.3K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.28K+ 2.82% |
$163K - $175K
|
119K
$6.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.24K+ 0.54% |
$161K - $173K
|
607K
$31.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.16K+ 6.04% |
$157K - $168K
|
55.4K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.15K+ 1.23% |
$157K - $167K
|
260K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.09K+ 53.97% |
$154K - $164K
|
8.81K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.08K+ 1.25% |
$153K - $164K
|
249K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.05K+ 15.98% |
$152K - $162K
|
22.1K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
2.98K+ 0.87% |
$148K - $159K
|
346K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.97K+ 48.44% |
$148K - $158K
|
9.11K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.95K+ 12.33% |
$147K - $157K
|
26.8K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.83K+ 2.23% |
$141K - $150K
|
129K
$6.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.78K+ 6.34% |
$138K - $148K
|
46.5K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.77KNew |
$138K - $147K
|
2.77K
$142K
|