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 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-197K- 41.17% |
$8.89M - $10.3M
|
282K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-205K- 4.66% |
$9.24M - $10.7M
|
4.19M
$230M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-207K- 43.49% |
$9.35M - $10.8M
|
269K
$14.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-216K- 76.31% |
$9.75M - $11.3M
|
67.1K
$3.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-223K- 12.41% |
$10.1M - $11.7M
|
1.57M
$86.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-232K- 18.9% |
$10.5M - $12.1M
|
996K
$54.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-262K- 81.55% |
$11.8M - $13.7M
|
59.2K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281K- 26.13% |
$12.7M - $14.7M
|
794K
$43.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-303K- 5.98% |
$13.6M - $15.8M
|
4.76M
$261M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-321K- 7.12% |
$14.5M - $16.8M
|
4.18M
$229M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-329K- 22.31% |
$14.8M - $17.2M
|
1.15M
$62.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-389K- 10.01% |
$17.5M - $20.3M
|
3.5M
$192M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-397K- 55.28% |
$17.9M - $20.8M
|
321K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-470K- 35.96% |
$21.2M - $24.6M
|
837K
$45.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-486K- 14.26% |
$21.9M - $25.5M
|
2.93M
$160M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-524K- 97.73% |
$23.6M - $27.4M
|
12.2K
$667K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-528K- 27.77% |
$23.8M - $27.6M
|
1.37M
$75.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-537K- 39.72% |
$24.2M - $28.1M
|
816K
$44.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-546K- 53.74% |
$24.6M - $28.6M
|
470K
$25.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-602K- 97.6% |
$27.2M - $31.5M
|
14.8K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-602K- 97.6% |
$27.2M - $31.5M
|
14.8K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-709K- 7.9% |
$32M - $37.1M
|
8.27M
$454M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-900K- 48.96% |
$40.6M - $47.1M
|
938K
$51.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.25M- 82.5% |
$147M - $170M
|
689K
$37.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.36M- 92.41% |
$152M - $176M
|
276K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-17.3M- 99.68% |
$781M - $907M
|
55.9K
$3.06M
|