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 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
115K+ 26.17% |
$5.19M - $6.03M
|
555K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 6.14% |
$5.05M - $5.85M
|
1.93M
$106M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
103K+ 2.51% |
$4.63M - $5.37M
|
4.19M
$230M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
99.1K+ 12.22% |
$4.47M - $5.19M
|
910K
$49.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
96.7K+ 26.84% |
$4.36M - $5.06M
|
457K
$25M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
94.5KNew |
$4.26M - $4.95M
|
94.5K
$5.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
90.6K+ 35.07% |
$4.09M - $4.74M
|
349K
$19.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
89K+ 9.93% |
$4.02M - $4.66M
|
986K
$54.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
87.4K+ 36.57% |
$3.94M - $4.58M
|
326K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
87.3K+ 29.24% |
$3.94M - $4.57M
|
386K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
85.3K+ 453.93% |
$3.85M - $4.46M
|
104K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
83.7K+ 4.16% |
$3.77M - $4.38M
|
2.1M
$115M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
82.1K+ 43.75% |
$3.71M - $4.3M
|
270K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80.5K+ 1.4% |
$3.63M - $4.21M
|
5.82M
$319M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.8K+ 5.53% |
$3.51M - $4.07M
|
1.48M
$81.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
74.2K+ 5.15% |
$3.35M - $3.88M
|
1.52M
$83.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
73.3K+ 16.48% |
$3.3M - $3.83M
|
518K
$28.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
70.8K+ 13.89% |
$3.19M - $3.7M
|
580K
$31.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
70.4K+ 12.99% |
$3.17M - $3.68M
|
612K
$33.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 3.51% |
$3.15M - $3.66M
|
2.06M
$113M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
65.6KNew |
$2.96M - $3.43M
|
65.6K
$3.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.9K+ 8.6% |
$2.93M - $3.4M
|
820K
$45M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
64.1K+ 5.67% |
$2.89M - $3.36M
|
1.2M
$65.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
64K+ 10.72% |
$2.89M - $3.35M
|
661K
$36.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
62.7K+ 8.16% |
$2.83M - $3.28M
|
831K
$45.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
62K+ 23.07% |
$2.8M - $3.25M
|
331K
$18.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
61.1K+ 22.17% |
$2.76M - $3.2M
|
337K
$18.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
60.8K+ 12.08% |
$2.74M - $3.18M
|
564K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.1K+ 43.5% |
$2.71M - $3.15M
|
198K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
60.1K+ 10.26% |
$2.71M - $3.14M
|
645K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.8K+ 3.64% |
$2.65M - $3.08M
|
1.67M
$91.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57.5KNew |
$2.59M - $3.01M
|
57.5K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.3K+ 185.43% |
$2.45M - $2.84M
|
83.5K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54.1K+ 5.71% |
$2.44M - $2.83M
|
1M
$54.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.8K+ 543.28% |
$2.38M - $2.76M
|
62.5K
$3.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
51.4K+ 8.42% |
$2.32M - $2.69M
|
662K
$36.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.7K+ 9.86% |
$2.29M - $2.65M
|
565K
$31M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49.2K+ 14.07% |
$2.22M - $2.57M
|
399K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
48.1K+ 86.5% |
$2.17M - $2.52M
|
104K
$5.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
48.1K+ 211.52% |
$2.17M - $2.52M
|
70.8K
$3.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46.6KNew |
$2.1M - $2.44M
|
46.6K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46.3K+ 2.69% |
$2.09M - $2.42M
|
1.77M
$97.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.1K+ 17.81% |
$2.08M - $2.41M
|
305K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40.2KNew |
$1.81M - $2.1M
|
40.2K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
39.7K+ 113.52% |
$1.79M - $2.08M
|
74.6K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39.1K+ 8.48% |
$1.77M - $2.05M
|
501K
$27.5M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
38.2KNew |
$1.72M - $2M
|
38.2K
$2.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
37K+ 264.52% |
$1.67M - $1.94M
|
51K
$2.8M
|