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 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-6.39K- 2.81% |
$288K - $335K
|
221K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.46K- 36.75% |
$291K - $338K
|
11.1K
$610K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.47K- 10.28% |
$292K - $339K
|
56.4K
$3.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.96K- 19.28% |
$314K - $364K
|
29.1K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7.02K- 4.94% |
$317K - $367K
|
135K
$7.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.09K- 52.48% |
$320K - $371K
|
6.42K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-7.18K- 3.43% |
$324K - $376K
|
202K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-7.2K- 2.04% |
$325K - $377K
|
346K
$19M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.28K- 13.98% |
$328K - $381K
|
44.8K
$2.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.57K- 2.13% |
$341K - $396K
|
347K
$19M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.03K- 2.58% |
$362K - $420K
|
303K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 11.15% |
$370K - $429K
|
65.3K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-8.23K- 41.4% |
$371K - $431K
|
11.6K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-8.24K- 2.38% |
$372K - $431K
|
338K
$18.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.3K- 2.57% |
$375K - $435K
|
315K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.62K- 21.17% |
$389K - $451K
|
32.1K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.83K- 27.83% |
$398K - $462K
|
22.9K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-8.87K- 18.52% |
$400K - $464K
|
39K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.91K- 17.17% |
$402K - $467K
|
43K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-9K- 17.06% |
$406K - $471K
|
43.8K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.59K- 1.76% |
$433K - $502K
|
536K
$29.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.63K- 4.87% |
$434K - $504K
|
188K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.83K- 27.47% |
$443K - $514K
|
25.9K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.88K- 36.26% |
$446K - $517K
|
17.4K
$952K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-10.4K- 49.95% |
$469K - $544K
|
10.4K
$572K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.4K- 5.93% |
$470K - $545K
|
165K
$9.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 2.02% |
$479K - $555K
|
514K
$28.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11K- 10.56% |
$497K - $577K
|
93.4K
$5.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.2K- 34.03% |
$504K - $585K
|
21.7K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.8K- 7.38% |
$533K - $619K
|
148K
$8.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-12.7K- 20.02% |
$573K - $665K
|
50.8K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12.8K- 46.71% |
$577K - $669K
|
14.6K
$800K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-12.9K- 10.92% |
$582K - $675K
|
105K
$5.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 7.38% |
$586K - $680K
|
163K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13.1K- 22.34% |
$589K - $684K
|
45.4K
$2.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.1K- 0.13% |
$590K - $685K
|
9.8M
$537M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.1K- 73.87% |
$634K - $736K
|
4.98K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-14.1K- 13.66% |
$638K - $740K
|
89.4K
$4.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-14.4K- 32.63% |
$652K - $756K
|
29.8K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 12.31% |
$679K - $788K
|
107K
$5.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.9K- 11.77% |
$719K - $834K
|
119K
$6.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-16K- 46.27% |
$722K - $838K
|
18.6K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16.5K- 27.38% |
$746K - $866K
|
43.9K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-16.8K- 13.22% |
$756K - $877K
|
110K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.8K- 61.92% |
$757K - $878K
|
10.3K
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 8.62% |
$771K - $894K
|
181K
$9.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.2K- 31.34% |
$774K - $899K
|
37.6K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-17.8K- 9.28% |
$805K - $934K
|
174K
$9.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-19.3K- 10.15% |
$870K - $1.01M
|
171K
$9.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.4K- 11.06% |
$877K - $1.02M
|
156K
$8.58M
|