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 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-19.8K- 5.01% |
$893K - $1.04M
|
375K
$20.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-20K- 14.65% |
$900K - $1.04M
|
116K
$6.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-20K- 23.31% |
$902K - $1.05M
|
65.8K
$3.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-21.2K- 70.1% |
$957K - $1.11M
|
9.05K
$496K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-24.3K- 8.74% |
$1.1M - $1.27M
|
254K
$13.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-24.4K- 37.31% |
$1.1M - $1.27M
|
40.9K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25.5K- 7.13% |
$1.15M - $1.34M
|
332K
$18.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.1K- 7.8% |
$1.18M - $1.37M
|
309K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-26.2K- 9.32% |
$1.18M - $1.37M
|
255K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-26.4K- 84.62% |
$1.19M - $1.38M
|
4.79K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.7K- 26.93% |
$1.2M - $1.4M
|
72.4K
$3.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-26.8K- 4.9% |
$1.21M - $1.4M
|
520K
$28.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-27.6K- 7.82% |
$1.24M - $1.44M
|
325K
$17.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-27.6K- 11.89% |
$1.25M - $1.45M
|
205K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-27.9K- 48.12% |
$1.26M - $1.46M
|
30.1K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.7K- 58.58% |
$1.3M - $1.5M
|
20.3K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.3K- 4.28% |
$1.32M - $1.53M
|
657K
$36M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-30.1K- 10.42% |
$1.36M - $1.58M
|
259K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-30.7K- 28.44% |
$1.38M - $1.61M
|
77.3K
$4.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-30.9K- 30.08% |
$1.39M - $1.62M
|
71.7K
$3.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-32.7K- 3.87% |
$1.47M - $1.71M
|
812K
$44.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.8K- 13.05% |
$1.62M - $1.88M
|
239K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36K- 6.59% |
$1.62M - $1.88M
|
511K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.8K- 81.11% |
$1.66M - $1.93M
|
8.58K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-38.5K- 4.65% |
$1.74M - $2.01M
|
788K
$43.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-38.6K- 7.11% |
$1.74M - $2.02M
|
504K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-38.9K- 13.08% |
$1.75M - $2.03M
|
258K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-40.6K- 3.19% |
$1.83M - $2.12M
|
1.23M
$67.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-43.2K- 3.25% |
$1.95M - $2.26M
|
1.28M
$70.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-48.3K- 61.61% |
$2.18M - $2.53M
|
30.1K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-49.6K- 55.25% |
$2.24M - $2.59M
|
40.1K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.3K- 3.31% |
$2.27M - $2.63M
|
1.47M
$80.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-51.1K- 98.3% |
$2.31M - $2.68M
|
887
$48.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-53.9K- 32.13% |
$2.43M - $2.82M
|
114K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-62.8K- 2.44% |
$2.83M - $3.28M
|
2.51M
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-63.1K- 12.23% |
$2.85M - $3.3M
|
453K
$24.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-63.2K- 44.42% |
$2.85M - $3.31M
|
79.1K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-63.5K- 15.19% |
$2.86M - $3.32M
|
355K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-68.2K- 42.06% |
$3.08M - $3.57M
|
93.9K
$5.15M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.9K- 2.92% |
$3.24M - $3.76M
|
2.39M
$131M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-74K- 4.38% |
$3.34M - $3.87M
|
1.61M
$88.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-79.3K- 42.21% |
$3.58M - $4.15M
|
109K
$5.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-85.4K- 27.65% |
$3.85M - $4.47M
|
224K
$12.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87.6K- 27.01% |
$3.95M - $4.58M
|
237K
$13M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-104K- 16.46% |
$4.68M - $5.43M
|
526K
$28.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-104K- 60.53% |
$4.7M - $5.45M
|
67.9K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-109K- 1.62% |
$4.91M - $5.7M
|
6.61M
$362M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-114K- 21.17% |
$5.12M - $5.94M
|
423K
$23.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-135K- 7.03% |
$6.08M - $7.05M
|
1.78M
$97.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-188K- 23.7% |
$8.49M - $9.85M
|
606K
$33.2M
|