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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
143+ 1.29% |
$6.45K - $7.48K
|
11.3K
$618K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
137New |
$6.18K - $7.17K
|
137
$7.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
136+ 0.42% |
$6.13K - $7.12K
|
32.5K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
136+ 4.48% |
$6.13K - $7.12K
|
3.17K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
134+ 1.88% |
$6.04K - $7.01K
|
7.27K
$398K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
125New |
$5.64K - $6.54K
|
125
$6.86K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117New |
$5.28K - $6.12K
|
117
$6.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
116+ 1.11% |
$5.23K - $6.07K
|
10.5K
$578K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
112+ 0.53% |
$5.05K - $5.86K
|
21.3K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
103+ 2.07% |
$4.65K - $5.39K
|
5.09K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
103+ 0.95% |
$4.65K - $5.39K
|
10.9K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
102+ 0.77% |
$4.6K - $5.34K
|
13.4K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
101+ 0.31% |
$4.56K - $5.29K
|
33.1K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
93+ 0.74% |
$4.2K - $4.87K
|
12.7K
$696K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
91+ 1.44% |
$4.11K - $4.76K
|
6.4K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
86+ 0.1% |
$3.88K - $4.5K
|
85.2K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
83New |
$3.74K - $4.34K
|
83
$4.55K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80+ 29.09% |
$3.61K - $4.19K
|
355
$19.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 16.16% |
$3.61K - $4.19K
|
575
$31.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
78+ 0.49% |
$3.52K - $4.08K
|
16.1K
$884K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
77+ 13.32% |
$3.47K - $4.03K
|
655
$35.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 5.95% |
$3.43K - $3.98K
|
1.35K
$74.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
69+ 0.47% |
$3.11K - $3.61K
|
14.7K
$806K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
67+ 0.75% |
$3.02K - $3.51K
|
9K
$493K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
64+ 0.31% |
$2.89K - $3.35K
|
20.7K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.47% |
$2.84K - $3.3K
|
13.5K
$739K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
61+ 0.88% |
$2.75K - $3.19K
|
7.01K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
61New |
$2.75K - $3.19K
|
61
$3.35K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 0.46% |
$2.57K - $2.98K
|
12.3K
$676K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
56+ 0.72% |
$2.53K - $2.93K
|
7.86K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.29% |
$2.48K - $2.88K
|
19K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 0.37% |
$2.44K - $2.83K
|
14.8K
$814K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 0.1% |
$2.3K - $2.67K
|
53.7K
$2.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
50+ 1.23% |
$2.26K - $2.62K
|
4.13K
$226K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
47+ 0.27% |
$2.12K - $2.46K
|
17.4K
$954K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
47+ 0.7% |
$2.12K - $2.46K
|
6.79K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
45+ 0.38% |
$2.03K - $2.36K
|
12K
$658K
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
44+ 0.33% |
$1.98K - $2.3K
|
13.3K
$729K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
39+ 0.49% |
$1.76K - $2.04K
|
7.92K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
38+ 0.11% |
$1.71K - $1.99K
|
34.4K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
37+ 0.24% |
$1.67K - $1.94K
|
15.2K
$836K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
36+ 0.45% |
$1.62K - $1.88K
|
8.12K
$445K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33+ 0.58% |
$1.49K - $1.73K
|
5.71K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
32+ 0.34% |
$1.44K - $1.67K
|
9.47K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
32+ 0.06% |
$1.44K - $1.67K
|
52.2K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
29+ 0.06% |
$1.31K - $1.52K
|
51.8K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28+ 0.25% |
$1.26K - $1.47K
|
11.4K
$624K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
26+ 0.32% |
$1.17K - $1.36K
|
8.26K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
26+ 0.16% |
$1.17K - $1.36K
|
16.6K
$908K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.31% |
$947 - $1.1K
|
6.84K
$375K
|