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 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
9.73KNew |
$439K - $509K
|
9.73K
$534K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.69K+ 4.7% |
$437K - $507K
|
216K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.54K+ 24.96% |
$431K - $500K
|
47.8K
$2.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
9.35K+ 7.94% |
$422K - $489K
|
127K
$6.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.13K+ 25.87% |
$412K - $478K
|
44.4K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
9.07KNew |
$409K - $475K
|
9.07K
$497K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.84K+ 12.52% |
$399K - $463K
|
79.4K
$4.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.7K+ 53.2% |
$392K - $455K
|
25K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.69K+ 29.86% |
$392K - $455K
|
37.8K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
8.65K+ 5.0% |
$390K - $453K
|
181K
$9.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.58KNew |
$387K - $449K
|
8.58K
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.56K+ 24.22% |
$386K - $448K
|
43.9K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
8.54K+ 6.11% |
$385K - $447K
|
148K
$8.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.33K+ 14.27% |
$376K - $436K
|
66.7K
$3.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.22KNew |
$371K - $430K
|
8.22K
$451K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.13K+ 29.29% |
$367K - $426K
|
35.9K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.92K+ 3.55% |
$357K - $414K
|
231K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.77K+ 5.03% |
$351K - $407K
|
162K
$8.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.63K+ 8.95% |
$344K - $399K
|
92.9K
$5.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.62K+ 6.03% |
$344K - $399K
|
134K
$7.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.52K+ 18.44% |
$339K - $394K
|
48.3K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.52K+ 54.83% |
$339K - $394K
|
21.2K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.52K+ 7.61% |
$339K - $393K
|
106K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.47KNew |
$337K - $391K
|
7.47K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.42KNew |
$335K - $388K
|
7.42K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.39K+ 1.93% |
$333K - $387K
|
391K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.34K+ 95.32% |
$331K - $384K
|
15K
$825K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.23K+ 7.18% |
$326K - $378K
|
108K
$5.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.22K+ 40.92% |
$326K - $378K
|
24.9K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.22K+ 110.01% |
$326K - $378K
|
13.8K
$756K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.09KNew |
$320K - $371K
|
7.09K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 9.08% |
$318K - $369K
|
84.7K
$4.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.04K+ 3.28% |
$317K - $368K
|
222K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.02K+ 7.7% |
$317K - $367K
|
98.2K
$5.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7KNew |
$316K - $366K
|
7K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.91K+ 91.54% |
$312K - $362K
|
14.5K
$793K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.89K+ 3.71% |
$311K - $360K
|
193K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.89KNew |
$311K - $360K
|
6.89K
$378K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85K+ 13.24% |
$309K - $359K
|
58.6K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.82KNew |
$308K - $357K
|
6.82K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.78KNew |
$306K - $355K
|
6.78K
$372K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.71K+ 5.95% |
$303K - $351K
|
119K
$6.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.51K+ 4.3% |
$294K - $341K
|
158K
$8.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.37K+ 5.18% |
$287K - $334K
|
129K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.37KNew |
$287K - $334K
|
6.37K
$349K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.33KNew |
$286K - $332K
|
6.33K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.31KNew |
$285K - $330K
|
6.31K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$266K - $309K
|
5.9K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
5.8KNew |
$261K - $303K
|
5.8K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.78K+ 30.36% |
$261K - $302K
|
24.8K
$1.36M
|