Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.35M+ 5.49% |
$106M - $123M
|
45.1M
$2.48B
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.28M+ 2.89% |
$103M - $119M
|
81.1M
$4.45B
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.77M+ 5144.51% |
$80M - $92.8M
|
1.81M
$99.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.42M+ 99.37% |
$63.8M - $74.1M
|
2.84M
$156M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
965K+ 3960.94% |
$43.5M - $50.5M
|
990K
$54.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
936K+ 103.59% |
$42.2M - $49M
|
1.84M
$101M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
922K+ 26.08% |
$41.6M - $48.3M
|
4.46M
$244M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
895K+ 30.57% |
$40.4M - $46.9M
|
3.82M
$210M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
695KNew |
$31.4M - $36.4M
|
695K
$38.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
481K+ 22.58% |
$21.7M - $25.2M
|
2.61M
$143M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465K+ 14.33% |
$21M - $24.3M
|
3.71M
$203M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
453K+ 10.75% |
$20.5M - $23.7M
|
4.67M
$256M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
442K+ 9.97% |
$20M - $23.2M
|
4.88M
$268M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
423K+ 2.61% |
$19.1M - $22.1M
|
16.6M
$912M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
406KNew |
$18.3M - $21.2M
|
406K
$22.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
346K+ 22.55% |
$15.6M - $18.1M
|
1.88M
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
338K+ 5.5% |
$15.2M - $17.7M
|
6.48M
$355M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
327K+ 4.11% |
$14.7M - $17.1M
|
8.27M
$454M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
314K+ 39.67% |
$14.2M - $16.5M
|
1.11M
$60.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
313K+ 104.49% |
$14.1M - $16.4M
|
613K
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
313K+ 11.44% |
$14.1M - $16.4M
|
3.05M
$167M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
310K+ 24.12% |
$14M - $16.2M
|
1.6M
$87.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
283K+ 18.48% |
$12.8M - $14.8M
|
1.81M
$99.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
277K+ 15.12% |
$12.5M - $14.5M
|
2.11M
$116M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
273K+ 3593.45% |
$12.3M - $14.3M
|
280K
$15.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
267KNew |
$12M - $14M
|
267K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
260K+ 6.28% |
$11.7M - $13.6M
|
4.39M
$241M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
250KNew |
$11.3M - $13.1M
|
250K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
247K+ 32.74% |
$11.1M - $12.9M
|
1M
$54.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
237K+ 32.15% |
$10.7M - $12.4M
|
972K
$53.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
232K+ 6.64% |
$10.5M - $12.1M
|
3.73M
$204M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
227K+ 764.59% |
$10.3M - $11.9M
|
257K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
224KNew |
$10.1M - $11.7M
|
224K
$12.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
190K+ 3.78% |
$8.56M - $9.93M
|
5.21M
$286M
|
|
|
Aug 14, 2025
Q2 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
183KNew |
$8.27M - $9.6M
|
183K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
181K+ 4.06% |
$8.14M - $9.45M
|
4.63M
$254M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
179K+ 39.13% |
$8.06M - $9.36M
|
636K
$34.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
177K+ 60.16% |
$7.98M - $9.26M
|
471K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
177KNew |
$7.97M - $9.25M
|
177K
$9.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
168K+ 45.1% |
$7.58M - $8.79M
|
540K
$29.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
165K+ 3.9% |
$7.43M - $8.62M
|
4.38M
$240M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
163K+ 10064.32% |
$7.35M - $8.53M
|
165K
$9.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
153K+ 5.14% |
$6.91M - $8.01M
|
3.13M
$172M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
152K+ 20.08% |
$6.86M - $7.96M
|
910K
$49.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
150K+ 46.17% |
$6.77M - $7.85M
|
475K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149K+ 12.56% |
$6.74M - $7.82M
|
1.34M
$73.4M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
142K+ 7.22% |
$6.39M - $7.42M
|
2.1M
$115M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 398.3% |
$5.87M - $6.81M
|
163K
$8.93M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
124K+ 22.14% |
$5.61M - $6.51M
|
686K
$37.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
122K+ 56.54% |
$5.51M - $6.4M
|
338K
$18.6M
|