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
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.83KNew |
$173K - $201K
|
3.83K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.74K+ 5.6% |
$169K - $196K
|
70.6K
$3.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.74K+ 0.77% |
$169K - $196K
|
488K
$26.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
3.72K+ 0.47% |
$168K - $195K
|
800K
$43.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.69K+ 13.28% |
$167K - $193K
|
31.5K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.44K+ 1.01% |
$155K - $180K
|
344K
$18.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.38K+ 7.05% |
$152K - $177K
|
51.3K
$2.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.31K+ 23.39% |
$149K - $173K
|
17.5K
$958K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.23K+ 7.52% |
$146K - $169K
|
46.2K
$2.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.2K+ 0.6% |
$145K - $168K
|
539K
$29.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.17K+ 13.15% |
$143K - $166K
|
27.2K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.16K+ 18.28% |
$143K - $166K
|
20.5K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.16K+ 40.93% |
$143K - $165K
|
10.9K
$597K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.1K+ 14.01% |
$140K - $162K
|
25.2K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.96K+ 3.07% |
$133K - $155K
|
99.4K
$5.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.92K+ 2.25% |
$132K - $153K
|
133K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.88K+ 2.57% |
$130K - $151K
|
115K
$6.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.87K+ 6.56% |
$129K - $150K
|
46.5K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2.86K+ 1.94% |
$129K - $150K
|
151K
$8.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.84K+ 2.74% |
$128K - $149K
|
107K
$5.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.84K+ 25.99% |
$128K - $149K
|
13.8K
$755K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.84K+ 1.24% |
$128K - $148K
|
232K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.76K+ 9.39% |
$124K - $144K
|
32.1K
$1.76M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.73KNew |
$123K - $143K
|
2.73K
$149K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.63K+ 5.89% |
$119K - $138K
|
47.3K
$2.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.62K+ 84.2% |
$118K - $137K
|
5.73K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.61K+ 191.07% |
$118K - $137K
|
3.98K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.6KNew |
$117K - $136K
|
2.6K
$143K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.54K+ 28.58% |
$115K - $133K
|
11.4K
$627K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.48K+ 0.92% |
$112K - $130K
|
272K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.48K+ 2.56% |
$112K - $130K
|
99.2K
$5.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.43K+ 82.55% |
$109K - $127K
|
5.37K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.39K+ 28.48% |
$108K - $125K
|
10.8K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.32K+ 14.5% |
$105K - $122K
|
18.3K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.25K+ 1.52% |
$102K - $118K
|
151K
$8.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$101K - $117K
|
2.24K
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.19K+ 5.85% |
$98.7K - $115K
|
39.6K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.04K+ 2.03% |
$92.1K - $107K
|
103K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2K+ 4.25% |
$90K - $104K
|
49K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.96K+ 26.37% |
$88.4K - $103K
|
9.39K
$515K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.93K+ 2.87% |
$86.8K - $101K
|
69K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.89K+ 17.3% |
$85.4K - $99.1K
|
12.8K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.86K+ 5.88% |
$83.7K - $97.1K
|
33.4K
$1.83M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.82K+ 5047.22% |
$82K - $95.1K
|
1.85K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.8K+ 6.33% |
$81.2K - $94.2K
|
30.2K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.79K+ 7.1% |
$80.9K - $93.8K
|
27K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.78K+ 10.75% |
$80.3K - $93.1K
|
18.3K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.74K+ 2.01% |
$78.6K - $91.2K
|
88.3K
$4.84M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.73K+ 26.83% |
$78K - $90.4K
|
8.17K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.67K+ 1.34% |
$75.5K - $87.6K
|
126K
$6.93M
|