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 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.7K+ 7.11% |
$799K - $927K
|
267K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
17.5K+ 8.02% |
$789K - $916K
|
236K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
17.4KNew |
$785K - $911K
|
17.4K
$954K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.2K+ 0.5% |
$775K - $899K
|
3.46M
$190M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
17K+ 4.29% |
$769K - $892K
|
415K
$22.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
16.9K+ 4.57% |
$764K - $886K
|
387K
$21.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.8KNew |
$759K - $880K
|
16.8K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.7KNew |
$752K - $873K
|
16.7K
$914K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.6K+ 3.04% |
$750K - $870K
|
562K
$30.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
16.5K+ 4.59% |
$745K - $865K
|
376K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
16.4KNew |
$741K - $860K
|
16.4K
$901K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
16.4K+ 15.12% |
$740K - $858K
|
125K
$6.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15.8K+ 11.09% |
$713K - $827K
|
158K
$8.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$707K - $820K
|
15.7K
$860K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 9.6% |
$704K - $817K
|
178K
$9.77M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.2K+ 4.54% |
$686K - $796K
|
350K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15K+ 477.18% |
$674K - $782K
|
18.1K
$992K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.9K+ 3.26% |
$674K - $782K
|
473K
$25.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14.6K+ 6.55% |
$657K - $762K
|
237K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 2.74% |
$637K - $740K
|
530K
$29.1M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
13.7KNew |
$618K - $717K
|
13.7K
$751K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
13.6K+ 120.87% |
$613K - $712K
|
24.8K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.5KNew |
$611K - $709K
|
13.5K
$742K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.4K+ 18.77% |
$606K - $703K
|
85K
$4.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
13.4K+ 1.54% |
$606K - $703K
|
886K
$48.6M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13.3K+ 16.52% |
$601K - $698K
|
94K
$5.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
13.2K+ 18.41% |
$597K - $693K
|
85.1K
$4.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
13.2K+ 22.07% |
$595K - $691K
|
73K
$4M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13K+ 15.92% |
$586K - $680K
|
94.6K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12.7K+ 9.8% |
$572K - $664K
|
142K
$7.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 3.02% |
$560K - $649K
|
424K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.3K+ 859.85% |
$555K - $644K
|
13.7K
$754K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 2.01% |
$550K - $638K
|
619K
$34M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12.2KNew |
$549K - $637K
|
12.2K
$668K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12.1K+ 5.33% |
$544K - $631K
|
238K
$13.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12K+ 3.28% |
$541K - $627K
|
378K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
11.7K+ 3.2% |
$526K - $611K
|
376K
$20.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
11.5K+ 8.1% |
$519K - $603K
|
154K
$8.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.2KNew |
$506K - $587K
|
11.2K
$615K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11K+ 9.03% |
$497K - $577K
|
133K
$7.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.7K+ 11.28% |
$483K - $560K
|
106K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.5K+ 111.15% |
$475K - $552K
|
20K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.5K+ 15.24% |
$474K - $550K
|
79.4K
$4.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
10.5K+ 28.46% |
$472K - $547K
|
47.2K
$2.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$468K - $543K
|
10.4K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 21.9% |
$466K - $540K
|
57.5K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$464K - $539K
|
10.3K
$565K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
10.1KNew |
$456K - $529K
|
10.1K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10K+ 6.14% |
$451K - $524K
|
173K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.91KNew |
$447K - $519K
|
9.91K
$544K
|