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 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.71KNew |
$135K - $144K
|
2.71K
$139K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.68K+ 47.36% |
$134K - $143K
|
8.35K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.67K+ 582.57% |
$133K - $142K
|
3.13K
$161K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.55K+ 3.07% |
$127K - $136K
|
85.6K
$4.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.55K+ 18.91% |
$127K - $136K
|
16K
$822K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.45K+ 1.32% |
$122K - $131K
|
188K
$9.62M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.43K+ 1.92% |
$121K - $129K
|
129K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.41K+ 1.29% |
$120K - $128K
|
189K
$9.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.27K+ 3.84% |
$113K - $121K
|
61.2K
$3.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.11K+ 0.4% |
$105K - $112K
|
535K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.1K+ 1.72% |
$105K - $112K
|
124K
$6.38M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.09K+ 2.52% |
$104K - $111K
|
85.1K
$4.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
2.06K+ 1.42% |
$103K - $110K
|
148K
$7.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.01K+ 3.7% |
$100K - $107K
|
56.4K
$2.89M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.98K+ 10.66% |
$98.5K - $105K
|
20.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.92K+ 162.28% |
$95.7K - $102K
|
3.11K
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.89K+ 5.21% |
$94.3K - $101K
|
38.2K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.87K+ 3.73% |
$93.2K - $99.6K
|
52.1K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.86K+ 9.23% |
$92.4K - $98.8K
|
22K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 0.05% |
$91K - $97.2K
|
3.44M
$176M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 64.71% |
$90.4K - $96.5K
|
4.62K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 31.89% |
$89.9K - $96.1K
|
7.47K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.8K+ 39.49% |
$89.4K - $95.5K
|
6.34K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 9.11% |
$87K - $93K
|
20.9K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 0.79% |
$84.1K - $89.9K
|
215K
$11M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.69K+ 9.79% |
$84.1K - $89.9K
|
19K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.68K+ 3.99% |
$83.6K - $89.4K
|
43.8K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.63K+ 39.0% |
$80.9K - $86.4K
|
5.79K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.62KNew |
$80.6K - $86.2K
|
1.62K
$83K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.6K+ 16.75% |
$79.7K - $85.2K
|
11.2K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.59K+ 1.6% |
$79.1K - $84.5K
|
101K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.57K+ 1.53% |
$78K - $83.3K
|
104K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.56K+ 5.2% |
$77.7K - $83K
|
31.6K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.55K+ 5.32% |
$77.2K - $82.4K
|
30.7K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 5.88% |
$76.9K - $82.1K
|
27.8K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.54K+ 30.33% |
$76.5K - $81.8K
|
6.61K
$338K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.53K+ 17.23% |
$76.3K - $81.5K
|
10.4K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.53K+ 7.09% |
$76.2K - $81.4K
|
23.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.52K+ 16.81% |
$75.5K - $80.7K
|
10.5K
$540K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.52K+ 29.9% |
$75.5K - $80.7K
|
6.59K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.51KNew |
$75K - $80.1K
|
1.51K
$77.2K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.5K+ 22.44% |
$74.9K - $80K
|
8.21K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.45K+ 10.24% |
$71.9K - $76.9K
|
15.6K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.43K+ 0.57% |
$71.1K - $76K
|
254K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 0.4% |
$70.8K - $75.7K
|
358K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.42K+ 8.94% |
$70.7K - $75.5K
|
17.3K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
1.42K+ 0.83% |
$70.4K - $75.3K
|
173K
$8.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.4K+ 746.52% |
$69.5K - $74.3K
|
1.58K
$81.1K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 0.6% |
$69.3K - $74K
|
233K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.35K+ 1.47% |
$67.1K - $71.6K
|
93.1K
$4.77M
|