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 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.05K- 5.08% |
$92.5K - $107K
|
38.3K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.08K- 3.19% |
$93.9K - $109K
|
63.2K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.19K- 27.85% |
$98.7K - $114K
|
5.67K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.24K- 3.93% |
$101K - $117K
|
54.7K
$3M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 12.92% |
$103K - $119K
|
15.4K
$843K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.29K- 5.84% |
$103K - $120K
|
36.9K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.37K- 0.93% |
$107K - $124K
|
251K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.41K- 18.51% |
$109K - $126K
|
10.6K
$583K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.44K- 2.62% |
$110K - $128K
|
90.7K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.56K- 4.75% |
$115K - $134K
|
51.3K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.63K- 11.96% |
$119K - $137K
|
19.3K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.63K- 7.37% |
$119K - $138K
|
33.1K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.66K- 8.39% |
$120K - $139K
|
29.1K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.74K- 30.17% |
$124K - $144K
|
6.35K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.79K- 11.75% |
$126K - $146K
|
21K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-2.82K- 23.31% |
$127K - $148K
|
9.27K
$509K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.02K- 8.44% |
$136K - $158K
|
32.7K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.13K- 2.26% |
$141K - $164K
|
135K
$7.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.15K- 10.0% |
$142K - $165K
|
28.4K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.46K- 2.89% |
$156K - $181K
|
116K
$6.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.47K- 6.49% |
$156K - $181K
|
49.9K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.47K- 11.82% |
$156K - $181K
|
25.9K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.5K- 20.31% |
$158K - $183K
|
13.7K
$752K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.57K- 8.48% |
$161K - $187K
|
38.6K
$2.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.63K- 20.92% |
$164K - $190K
|
13.7K
$752K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.77K- 92.48% |
$170K - $197K
|
306
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.13K- 7.04% |
$186K - $216K
|
54.6K
$2.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.15K- 94.68% |
$187K - $217K
|
233
$12.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.16K- 10.9% |
$188K - $218K
|
34K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.24K- 1.38% |
$191K - $222K
|
302K
$16.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.31K- 19.48% |
$194K - $225K
|
17.8K
$976K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-4.41K- 20.69% |
$199K - $231K
|
16.9K
$926K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 8.83% |
$205K - $237K
|
46.9K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.61K- 8.02% |
$208K - $241K
|
52.9K
$2.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4.71K- 17.56% |
$212K - $247K
|
22.1K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.86K- 4.45% |
$219K - $255K
|
105K
$5.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.92K- 6.49% |
$222K - $257K
|
70.9K
$3.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-5.09K- 2.65% |
$229K - $266K
|
187K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.19K- 1.56% |
$234K - $272K
|
327K
$17.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.2K- 10.5% |
$234K - $272K
|
44.3K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.2K- 9.39% |
$235K - $272K
|
50.2K
$2.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-5.47K- 57.21% |
$247K - $287K
|
4.1K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.5K- 99.96% |
$248K - $288K
|
2
$110
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5.53K- 3.38% |
$249K - $289K
|
158K
$8.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.82K- 5.37% |
$262K - $305K
|
102K
$5.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.31% |
$263K - $305K
|
439K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.88K- 55.67% |
$265K - $307K
|
4.68K
$257K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-5.9K- 44.47% |
$266K - $309K
|
7.37K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.17K- 12.69% |
$278K - $323K
|
42.4K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.18K- 91.76% |
$279K - $324K
|
555
$30.4K
|