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 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
36.6K+ 7.08% |
$1.65M - $1.92M
|
554K
$30.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
36K+ 153.03% |
$1.62M - $1.88M
|
59.5K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
35.6KNew |
$1.61M - $1.86M
|
35.6K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
35.1K+ 16.8% |
$1.58M - $1.84M
|
244K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 3.75% |
$1.56M - $1.81M
|
957K
$52.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
33.3K+ 24.98% |
$1.5M - $1.74M
|
166K
$9.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
32.8KNew |
$1.48M - $1.72M
|
32.8K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
32.8K+ 21.85% |
$1.48M - $1.72M
|
183K
$10M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
31K+ 7.17% |
$1.4M - $1.62M
|
464K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
30.9K+ 4.18% |
$1.4M - $1.62M
|
770K
$42.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30.8KNew |
$1.39M - $1.61M
|
30.8K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
30.6K+ 64.78% |
$1.38M - $1.6M
|
77.8K
$4.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
30.6KNew |
$1.38M - $1.6M
|
30.6K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30.3K+ 5.89% |
$1.37M - $1.59M
|
545K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30.3KNew |
$1.37M - $1.59M
|
30.3K
$1.66M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
30.2K+ 18.67% |
$1.36M - $1.58M
|
192K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29.7K+ 37.25% |
$1.34M - $1.55M
|
109K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
28.9K+ 7.42% |
$1.3M - $1.51M
|
418K
$22.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 22.9% |
$1.3M - $1.51M
|
155K
$8.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
28.8K+ 26.27% |
$1.3M - $1.51M
|
139K
$7.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.8K+ 12.55% |
$1.3M - $1.5M
|
258K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.5K+ 18.52% |
$1.29M - $1.49M
|
182K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28K+ 90.8% |
$1.26M - $1.46M
|
58.8K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
27.7K+ 10.84% |
$1.25M - $1.45M
|
283K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 20.71% |
$1.25M - $1.45M
|
162K
$8.86M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
27.6K+ 53.39% |
$1.24M - $1.44M
|
79.2K
$4.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
27.3K+ 6.48% |
$1.23M - $1.43M
|
448K
$24.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
26.6K+ 17.97% |
$1.2M - $1.39M
|
174K
$9.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
26.5K+ 5.67% |
$1.2M - $1.39M
|
494K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.7K+ 39.12% |
$1.16M - $1.35M
|
91.6K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
23.7KNew |
$1.07M - $1.24M
|
23.7K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.6K+ 6.07% |
$1.07M - $1.24M
|
413K
$22.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.3K+ 209.15% |
$1.05M - $1.22M
|
34.4K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
23.1K+ 7.44% |
$1.04M - $1.21M
|
333K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 174.43% |
$1.03M - $1.2M
|
36.1K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
22.9K+ 10.93% |
$1.03M - $1.2M
|
232K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.6K+ 15.08% |
$1.02M - $1.18M
|
173K
$9.46M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
22.5K+ 4.04% |
$1.01M - $1.18M
|
580K
$31.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
22.5K+ 2.07% |
$1.01M - $1.18M
|
1.11M
$60.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22.2K+ 14.95% |
$1M - $1.16M
|
171K
$9.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21.6K+ 3.13% |
$976K - $1.13M
|
712K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
21.3KNew |
$959K - $1.11M
|
21.3K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
21.1KNew |
$954K - $1.11M
|
21.1K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
20.7KNew |
$934K - $1.08M
|
20.7K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.6K+ 9.07% |
$883K - $1.02M
|
235K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.2K+ 17.28% |
$867K - $1.01M
|
130K
$7.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
19.1K+ 40.25% |
$861K - $999K
|
66.5K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
18.2K+ 4.52% |
$819K - $950K
|
420K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.9K+ 21.52% |
$809K - $938K
|
101K
$5.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.8K+ 4.45% |
$801K - $930K
|
417K
$22.9M
|