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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-39- 0.73% |
$1.76K - $2.04K
|
5.28K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-43- 50.0% |
$1.94K - $2.25K
|
43
$2.36K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-44- 0.55% |
$1.98K - $2.3K
|
8K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-45- 0.32% |
$2.03K - $2.36K
|
14.1K
$772K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-48- 0.07% |
$2.17K - $2.51K
|
65.7K
$3.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-49- 1.52% |
$2.21K - $2.56K
|
3.18K
$174K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-49- 0.15% |
$2.21K - $2.56K
|
32.6K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-49- 0.83% |
$2.21K - $2.56K
|
5.89K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 0.58% |
$2.26K - $2.62K
|
8.59K
$471K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-53- 0.9% |
$2.39K - $2.77K
|
5.84K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-55- 0.01% |
$2.48K - $2.88K
|
557K
$30.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-58- 0.67% |
$2.62K - $3.04K
|
8.66K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-63- 0.56% |
$2.84K - $3.3K
|
11.3K
$618K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-63- 1.01% |
$2.84K - $3.3K
|
6.19K
$340K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-64- 0.57% |
$2.89K - $3.35K
|
11.3K
$618K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-66- 1.12% |
$2.98K - $3.45K
|
5.85K
$321K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-69- 0.8% |
$3.11K - $3.61K
|
8.53K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 1.21% |
$3.52K - $4.08K
|
6.36K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-83- 33.6% |
$3.74K - $4.34K
|
164
$8.99K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-83- 58.04% |
$3.74K - $4.34K
|
60
$3.29K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-84- 7.33% |
$3.79K - $4.4K
|
1.06K
$58.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-90- 0.12% |
$4.06K - $4.71K
|
73.8K
$4.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-90- 46.15% |
$4.06K - $4.71K
|
105
$5.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-100- 0.71% |
$4.51K - $5.23K
|
14.1K
$772K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-105- 3.65% |
$4.74K - $5.5K
|
2.77K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-106- 9.07% |
$4.78K - $5.55K
|
1.06K
$58.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-114- 0.24% |
$5.14K - $5.97K
|
47.5K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-118- 49.58% |
$5.32K - $6.18K
|
120
$6.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-118- 0.9% |
$5.32K - $6.18K
|
13K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-120- 1.05% |
$5.41K - $6.28K
|
11.3K
$618K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-122- 1.87% |
$5.5K - $6.39K
|
6.4K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-125- 1.69% |
$5.64K - $6.54K
|
7.28K
$399K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-125- 1.61% |
$5.64K - $6.54K
|
7.63K
$419K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-132- 26.83% |
$5.95K - $6.91K
|
360
$19.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-134- 2.93% |
$6.04K - $7.01K
|
4.43K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-142- 1.73% |
$6.41K - $7.43K
|
8.07K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 0.94% |
$6.77K - $7.85K
|
15.9K
$870K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-156- 14.62% |
$7.04K - $8.17K
|
911
$50K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-160- 15.79% |
$7.22K - $8.37K
|
853
$46.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-169- 3.01% |
$7.62K - $8.85K
|
5.45K
$299K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-177- 3.42% |
$7.98K - $9.26K
|
4.99K
$274K
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-191- 0.01% |
$8.62K - $10K
|
1.57M
$86.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-191- 0.2% |
$8.62K - $10K
|
97.3K
$5.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-193- 75.98% |
$8.71K - $10.1K
|
61
$3.35K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-206- 0.63% |
$9.29K - $10.8K
|
32.4K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-208- 0.13% |
$9.38K - $10.9K
|
154K
$8.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-231- 0.83% |
$10.4K - $12.1K
|
27.4K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-249- 4.9% |
$11.2K - $13K
|
4.83K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-254- 3.1% |
$11.5K - $13.3K
|
7.93K
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-279- 5.8% |
$12.6K - $14.6K
|
4.53K
$249K
|