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 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-283- 0.82% |
$12.8K - $14.8K
|
34.3K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-289- 15.08% |
$13K - $15.1K
|
1.63K
$89.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-291- 2.12% |
$13.1K - $15.2K
|
13.4K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-294- 4.48% |
$13.3K - $15.4K
|
6.27K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-295- 4.65% |
$13.3K - $15.4K
|
6.05K
$332K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-303- 5.53% |
$13.7K - $15.9K
|
5.17K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-312- 6.75% |
$14.1K - $16.3K
|
4.31K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-313- 2.62% |
$14.1K - $16.4K
|
11.7K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-331- 1.23% |
$14.9K - $17.3K
|
26.6K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-350- 1.24% |
$15.8K - $18.3K
|
27.9K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-368- 3.92% |
$16.6K - $19.3K
|
9.02K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-375- 60.78% |
$16.9K - $19.6K
|
242
$13.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-376- 5.09% |
$17K - $19.7K
|
7.01K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-392- 2.41% |
$17.7K - $20.5K
|
15.9K
$870K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-396- 2.62% |
$17.9K - $20.7K
|
14.7K
$808K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-400- 1.76% |
$18K - $20.9K
|
22.3K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-401- 8.9% |
$18.1K - $21K
|
4.1K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-446- 13.42% |
$20.1K - $23.3K
|
2.88K
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-456- 0.06% |
$20.6K - $23.9K
|
789K
$43.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-459- 2.27% |
$20.7K - $24K
|
19.8K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-462- 10.58% |
$20.8K - $24.2K
|
3.9K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-463- 0.75% |
$20.9K - $24.2K
|
61.4K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-468- 62.48% |
$21.1K - $24.5K
|
281
$15.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-473- 1.59% |
$21.3K - $24.8K
|
29.3K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-476- 3.28% |
$21.5K - $24.9K
|
14K
$769K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-496- 1.54% |
$22.4K - $26K
|
31.7K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 1.63% |
$22.6K - $26.2K
|
30.3K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-505- 2.56% |
$22.8K - $26.4K
|
19.2K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-518- 6.94% |
$23.4K - $27.1K
|
6.95K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-519- 0.1% |
$23.4K - $27.2K
|
528K
$29M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-559- 7.09% |
$25.2K - $29.3K
|
7.32K
$401K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-592- 0.28% |
$26.7K - $31K
|
212K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-620- 8.2% |
$28K - $32.5K
|
6.94K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-620- 1.69% |
$28K - $32.5K
|
36.1K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-670- 3.05% |
$30.2K - $35.1K
|
21.3K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-676- 4.2% |
$30.5K - $35.4K
|
15.4K
$846K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-685- 9.32% |
$30.9K - $35.9K
|
6.67K
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-685- 8.98% |
$30.9K - $35.9K
|
6.95K
$381K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-693- 2.91% |
$31.3K - $36.3K
|
23.1K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-695- 0.36% |
$31.4K - $36.4K
|
195K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-725- 7.15% |
$32.7K - $37.9K
|
9.41K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-725- 6.57% |
$32.7K - $37.9K
|
10.3K
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-752- 4.52% |
$33.9K - $39.4K
|
15.9K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-820- 1.13% |
$37K - $42.9K
|
71.9K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-823- 17.38% |
$37.1K - $43.1K
|
3.91K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-875- 1.07% |
$39.5K - $45.8K
|
81.3K
$4.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 4.5% |
$40.6K - $47.1K
|
19.1K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-912- 2.08% |
$41.1K - $47.7K
|
42.9K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-918- 0.35% |
$41.4K - $48K
|
263K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-978- 1.41% |
$44.1K - $51.2K
|
68.2K
$3.74M
|