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
|
1 St Source Bank
|
BUY
|
- |
1.64K+ 3.58% |
$74.2K - $86K
|
47.6K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.63K+ 19.53% |
$73.5K - $85.3K
|
9.98K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61K+ 29.3% |
$72.6K - $84.2K
|
7.1K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.51K+ 3.25% |
$68.3K - $79.2K
|
48.1K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.44K+ 4.21% |
$65.1K - $75.6K
|
35.8K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.39K+ 0.38% |
$62.8K - $72.9K
|
370K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.35K+ 26.11% |
$60.8K - $70.5K
|
6.51K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.35K+ 7.36% |
$60.7K - $70.4K
|
19.6K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27K+ 18.94% |
$57.5K - $66.7K
|
8K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.26K+ 138.66% |
$56.8K - $65.9K
|
2.17K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.25K+ 53.08% |
$56.3K - $65.3K
|
3.6K
$197K
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.24K+ 9.52% |
$55.7K - $64.6K
|
14.2K
$779K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 2.17% |
$55.3K - $64.2K
|
57.6K
$3.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.22K+ 0.89% |
$55.2K - $64K
|
139K
$7.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.18K+ 0.45% |
$53.1K - $61.7K
|
261K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.09K+ 14.05% |
$49.1K - $57K
|
8.84K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.08K+ 39.93% |
$48.8K - $56.6K
|
3.79K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06K+ 2.98% |
$47.9K - $55.6K
|
36.6K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$47.4K - $55K
|
1.05K
$57.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
998+ 7.31% |
$45K - $52.2K
|
14.7K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
993+ 3.62% |
$44.8K - $52K
|
28.5K
$1.56M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
983+ 4.69% |
$44.3K - $51.5K
|
21.9K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
931+ 1.79% |
$42K - $48.7K
|
52.9K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
927+ 19.09% |
$41.8K - $48.5K
|
5.78K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
923+ 1.73% |
$41.6K - $48.3K
|
54.3K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
922+ 8.05% |
$41.6K - $48.3K
|
12.4K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
892+ 8.49% |
$40.2K - $46.7K
|
11.4K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
889+ 10.84% |
$40.1K - $46.5K
|
9.09K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
872+ 0.65% |
$39.3K - $45.6K
|
136K
$7.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
867+ 4.75% |
$39.1K - $45.4K
|
19.1K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
853+ 1.57% |
$38.5K - $44.6K
|
55.2K
$3.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
831+ 2.89% |
$37.5K - $43.5K
|
29.6K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
697+ 5.51% |
$31.4K - $36.5K
|
13.3K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
695+ 1.66% |
$31.4K - $36.4K
|
42.5K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
694+ 1.3% |
$31.3K - $36.3K
|
54.3K
$2.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
684New |
$30.9K - $35.8K
|
684
$37.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
671+ 13.99% |
$30.3K - $35.1K
|
5.47K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
654+ 9.34% |
$29.5K - $34.2K
|
7.66K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
644+ 4.14% |
$29.1K - $33.7K
|
16.2K
$889K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
639+ 63900.0% |
$28.8K - $33.4K
|
640
$35.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
625+ 9.92% |
$28.2K - $32.7K
|
6.92K
$380K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
623+ 10.96% |
$28.1K - $32.6K
|
6.31K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
605+ 11.46% |
$27.3K - $31.7K
|
5.88K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
560+ 208.96% |
$25.3K - $29.3K
|
828
$45.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
543+ 1.63% |
$24.5K - $28.4K
|
33.9K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
541+ 1.04% |
$24.4K - $28.3K
|
52.8K
$2.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
536+ 0.2% |
$24.2K - $28.1K
|
269K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
515+ 4681.82% |
$23.2K - $27K
|
526
$28.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
506+ 9.79% |
$22.8K - $26.5K
|
5.67K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
503New |
$22.7K - $26.3K
|
503
$27.6K
|