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 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
535+ 3.66% |
$26.6K - $28.5K
|
15.2K
$777K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
519+ 4.43% |
$25.8K - $27.6K
|
12.2K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
512+ 6.95% |
$25.5K - $27.2K
|
7.88K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
504+ 10.83% |
$25.1K - $26.8K
|
5.16K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
500+ 3.72% |
$24.9K - $26.6K
|
13.9K
$714K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
500New |
$24.9K - $26.6K
|
500
$25.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
468+ 166.55% |
$23.3K - $24.9K
|
749
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
466+ 4.12% |
$23.2K - $24.8K
|
11.8K
$603K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
456+ 2.93% |
$22.7K - $24.3K
|
16K
$821K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
444+ 3.28% |
$22.1K - $23.6K
|
14K
$717K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
403+ 9.05% |
$20.1K - $21.4K
|
4.85K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
401+ 3.34% |
$20K - $21.3K
|
12.4K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
369+ 1.63% |
$18.4K - $19.6K
|
23K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
360+ 4.84% |
$17.9K - $19.1K
|
7.8K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
351+ 0.79% |
$17.5K - $18.7K
|
44.6K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
311+ 0.66% |
$15.5K - $16.5K
|
47.4K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
310+ 0.96% |
$15.4K - $16.5K
|
32.6K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
309+ 3.02% |
$15.4K - $16.4K
|
10.6K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
307+ 0.18% |
$15.3K - $16.3K
|
172K
$8.82M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
305+ 0.44% |
$15.2K - $16.2K
|
69.2K
$3.55M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
301+ 0.93% |
$15K - $16K
|
32.6K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
301+ 0.24% |
$15K - $16K
|
125K
$6.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 10.08% |
$14.9K - $16K
|
3.28K
$168K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
298+ 0.55% |
$14.8K - $15.9K
|
54.3K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
291+ 173.21% |
$14.5K - $15.5K
|
459
$23.5K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
290+ 4.72% |
$14.4K - $15.4K
|
6.44K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
287+ 5.65% |
$14.3K - $15.3K
|
5.37K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
285+ 0.24% |
$14.2K - $15.2K
|
121K
$6.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
285+ 1.86% |
$14.2K - $15.2K
|
15.6K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
284+ 2.81% |
$14.1K - $15.1K
|
10.4K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
277+ 1.78% |
$13.8K - $14.7K
|
15.9K
$813K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
274+ 2.7% |
$13.6K - $14.6K
|
10.4K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
267+ 0.51% |
$13.3K - $14.2K
|
52.3K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
261+ 5.76% |
$13K - $13.9K
|
4.8K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
258+ 3.23% |
$12.8K - $13.7K
|
8.26K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
250+ 5.55% |
$12.4K - $13.3K
|
4.76K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
247New |
$12.3K - $13.1K
|
247
$12.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
228+ 1.94% |
$11.3K - $12.1K
|
12K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
223+ 11.01% |
$11.1K - $11.9K
|
2.25K
$115K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
218+ 0.1% |
$10.9K - $11.6K
|
217K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
201+ 4.88% |
$10K - $10.7K
|
4.32K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
200+ 1.89% |
$9.96K - $10.6K
|
10.8K
$554K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
198New |
$9.86K - $10.5K
|
198
$10.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
195+ 2.29% |
$9.71K - $10.4K
|
8.71K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
192+ 2.84% |
$9.56K - $10.2K
|
6.95K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
185+ 4.47% |
$9.21K - $9.84K
|
4.33K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
183+ 1.4% |
$9.11K - $9.73K
|
13.3K
$679K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
181New |
$9.01K - $9.63K
|
181
$9.27K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
179+ 3.73% |
$8.91K - $9.52K
|
4.98K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
177+ 2.66% |
$8.81K - $9.41K
|
6.82K
$349K
|