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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.34K+ 2.35% |
$66.8K - $71.3K
|
58.4K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.34K+ 5.12% |
$66.6K - $71.2K
|
27.5K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.34K+ 3.78% |
$66.5K - $71.1K
|
36.7K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.32K+ 1201.82% |
$65.8K - $70.3K
|
1.43K
$73.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 2.78% |
$65.5K - $70K
|
48.6K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.3K+ 4.91% |
$64.5K - $68.9K
|
27.7K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.28K+ 1545.78% |
$63.9K - $68.2K
|
1.37K
$70K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.25K+ 25.0% |
$62.2K - $66.5K
|
6.25K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.2K+ 20.68% |
$59.7K - $63.8K
|
7K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.19K+ 4.23% |
$59.4K - $63.5K
|
29.4K
$1.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 1.45% |
$59.4K - $63.5K
|
83.6K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.17K+ 1.26% |
$58.3K - $62.3K
|
94.2K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.17K+ 0.21% |
$58.2K - $62.2K
|
557K
$28.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 12.88% |
$57.5K - $61.5K
|
10.1K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.14K+ 2.22% |
$56.9K - $60.8K
|
52.7K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.1K+ 6.12% |
$54.8K - $58.5K
|
19.1K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.08KNew |
$53.7K - $57.4K
|
1.08K
$55.3K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.06K+ 3.66% |
$52.9K - $56.5K
|
30.1K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.05K+ 20.29% |
$52.2K - $55.8K
|
6.22K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
998+ 475.24% |
$49.7K - $53.1K
|
1.21K
$61.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
995New |
$49.5K - $52.9K
|
995
$51K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
986+ 1.93% |
$49.1K - $52.4K
|
52.1K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
961+ 1.32% |
$47.8K - $51.1K
|
73.9K
$3.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
896+ 7466.67% |
$44.6K - $47.7K
|
908
$46.5K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
879+ 2.55% |
$43.8K - $46.8K
|
35.3K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
858+ 2.46% |
$42.7K - $45.6K
|
35.7K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
848+ 0.78% |
$42.2K - $45.1K
|
110K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
843+ 55.9% |
$42K - $44.8K
|
2.35K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
835+ 3.42% |
$41.6K - $44.4K
|
25.2K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
824+ 14.35% |
$41K - $43.8K
|
6.57K
$336K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
823+ 11.11% |
$41K - $43.8K
|
8.23K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
819+ 18.82% |
$40.8K - $43.6K
|
5.17K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 19.88% |
$39.8K - $42.6K
|
4.83K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
792+ 2.27% |
$39.4K - $42.1K
|
35.7K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
743+ 2.21% |
$37K - $39.5K
|
34.3K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
734+ 6.54% |
$36.5K - $39K
|
12K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
730+ 1.39% |
$36.3K - $38.8K
|
53.4K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
718+ 1.49% |
$35.7K - $38.2K
|
49K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
692+ 0.51% |
$34.4K - $36.8K
|
136K
$6.98M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
656+ 0.31% |
$32.7K - $34.9K
|
209K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
655New |
$32.6K - $34.8K
|
655
$33.6K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
617New |
$30.7K - $32.8K
|
617
$31.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
603+ 10.12% |
$30K - $32.1K
|
6.56K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$28.9K - $30.9K
|
580
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
578+ 0.76% |
$28.8K - $30.7K
|
76.5K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
578+ 5.82% |
$28.8K - $30.7K
|
10.5K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
578New |
$28.8K - $30.7K
|
578
$29.6K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
575+ 2.08% |
$28.6K - $30.6K
|
28.3K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
562New |
$28K - $29.9K
|
562
$28.8K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
553+ 0.99% |
$27.5K - $29.4K
|
56.2K
$2.88M
|