Purchases and Sales Made in Q2 2025 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 17, 2025 Q2 2025
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
502
New
$22.6K - $26.3K
502 $27.5K
Aug 04, 2025 Q2 2025
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
494
+ 1.54%
$22.3K - $25.9K
32.5K $1.78M
Jul 29, 2025 Q2 2025
Empirical Asset Management, LLC

BUY
 -
453
+ 4.06%
$20.4K - $23.7K
11.6K $637K
Jul 28, 2025 Q2 2025
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
450
+ 3.23%
$20.3K - $23.6K
14.4K $789K
Aug 08, 2025 Q2 2025
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
448
+ 2.18%
$20.2K - $23.4K
21K $1.15M
Aug 06, 2025 Q2 2025
Zega Investments, LLC

Palm Beach Gardens, FL
BUY
 -
442
+ 10.8%
$19.9K - $23.1K
4.54K $249K
Jul 21, 2025 Q2 2025
Diligent Investors, LLC

BUY
 -
437
+ 0.15%
$19.7K - $22.9K
286K $15.7M
Aug 13, 2025 Q2 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
423
+ 6.78%
$19.1K - $22.1K
6.66K $365K
Aug 12, 2025 Q2 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
415
+ 7.24%
$18.7K - $21.7K
6.15K $337K
Aug 14, 2025 Q2 2025
Dagco, Inc.

BUY
 -
412
+ 1.37%
$18.6K - $21.6K
30.5K $1.67M
Aug 13, 2025 Q2 2025
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
383
+ 2.52%
$17.3K - $20K
15.6K $855K
Jul 29, 2025 Q2 2025
Koshinski Asset Management, Inc.

BUY
 -
355
+ 0.33%
$16K - $18.6K
108K $5.92M
Jul 17, 2025 Q2 2025
Sound Income Strategies, LLC

BUY
 -
348
+ 75.82%
$15.7K - $18.2K
807 $44.3K
Jul 17, 2025 Q2 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
345
+ 3.32%
$15.6K - $18.1K
10.7K $588K
Jul 30, 2025 Q2 2025
Gill Capital Partners, LLC

Denver, CO
BUY
 -
296
+ 5.27%
$13.4K - $15.5K
5.92K $325K
Aug 05, 2025 Q2 2025
Ellevest, Inc.

BUY
 -
293
+ 1.32%
$13.2K - $15.3K
22.6K $1.24M
Jul 14, 2025 Q2 2025
Pacifica Partners Inc.

BUY
 -
290
New
$13.1K - $15.2K
290 $15.9K
Aug 11, 2025 Q2 2025
Capital Square, LLC

BUY
 -
283
+ 5.49%
$12.8K - $14.8K
5.44K $298K
Jul 21, 2025 Q2 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
277
New
$12.5K - $14.5K
277 $15.2K
Jul 10, 2025 Q2 2025
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
275
+ 2.22%
$12.4K - $14.4K
12.6K $693K
Jul 25, 2025 Q2 2025
Index Fund Advisors, Inc.

BUY
 -
258
+ 0.94%
$11.6K - $13.5K
27.6K $1.51M
Aug 14, 2025 Q2 2025
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
251
+ 3.82%
$11.3K - $13.1K
6.82K $374K
Aug 12, 2025 Q2 2025
Boreal Capital Management LLC

Miami, FL
BUY
 -
250
New
$11.3K - $13.1K
250 $13.7K
Aug 19, 2025 Q2 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
246
+ 4.0%
$11.1K - $12.9K
6.39K $350K
Aug 08, 2025 Q2 2025
Truepoint, Inc.

BUY
 -
241
+ 3.43%
$10.9K - $12.6K
7.27K $399K
Aug 05, 2025 Q2 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
236
+ 1.08%
$10.6K - $12.4K
22K $1.21M
Jul 17, 2025 Q2 2025
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
231
+ 0.25%
$10.4K - $12.1K
93.2K $5.11M
Jul 25, 2025 Q2 2025
Community Bank, N.A.

BUY
 -
223
+ 2.06%
$10.1K - $11.7K
11K $605K
Jul 09, 2025 Q2 2025
Key Client Fiduciary Advisors, LLC

BUY
 -
214
+ 3.44%
$9.65K - $11.2K
6.43K $353K
Jul 21, 2025 Q2 2025
Pacific Financial Group Inc

BUY
 -
210
+ 0.24%
$9.47K - $11K
87.7K $4.81M
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
210
New
$9.47K - $11K
210 $11.5K
Jul 18, 2025 Q2 2025
Warren Street Wealth Advisors, LLC

BUY
 -
209
+ 1.73%
$9.43K - $10.9K
12.3K $675K
Jul 22, 2025 Q2 2025
Red Tortoise LLC

Atlanta, GA
BUY
 -
207
+ 0.3%
$9.34K - $10.8K
70.2K $3.85M
Aug 11, 2025 Q2 2025
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
197
+ 579.41%
$8.89K - $10.3K
231 $12.7K
Jul 21, 2025 Q2 2025
Flagship Private Wealth, LLC

BUY
 -
197
+ 0.72%
$8.89K - $10.3K
27.5K $1.51M
Aug 13, 2025 Q2 2025
Jt Stratford LLC

Gainesville, GA
BUY
 -
185
+ 0.39%
$8.35K - $9.68K
47.3K $2.59M
Aug 01, 2025 Q2 2025
Quaker Wealth Management, LLC

BUY
 -
183
New
$8.26K - $9.58K
183 $10K
Jul 23, 2025 Q2 2025
Cannon Wealth Management Services, LLC

Winston Salem, NC
BUY
 -
182
+ 0.13%
$8.21K - $9.53K
135K $7.42M
Jul 14, 2025 Q2 2025
Wealth Advisory Solutions, LLC

BUY
 -
179
+ 2.57%
$8.07K - $9.37K
7.13K $391K
Jul 25, 2025 Q2 2025
Integrated Capital Management, Inc.

BUY
 -
178
+ 3.45%
$8.03K - $9.32K
5.33K $293K
Aug 14, 2025 Q2 2025
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
171
+ 1.32%
$7.71K - $8.95K
13.1K $721K
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
171
+ 1.17%
$7.71K - $8.95K
14.8K $811K
Jul 31, 2025 Q2 2025
United Community Bank

Greenville, SC
BUY
 -
168
New
$7.58K - $8.79K
168 $9.21K
Aug 12, 2025 Q2 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
164
+ 15.2%
$7.4K - $8.58K
1.24K $68.2K
Jul 11, 2025 Q2 2025
Marshall & Sullivan Inc

BUY
 -
157
New
$7.08K - $8.22K
157 $8.61K
Aug 11, 2025 Q2 2025
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
155
+ 0.67%
$6.99K - $8.11K
23.2K $1.27M
Jul 31, 2025 Q2 2025
Curio Wealth, LLC

Annapolis, MD
BUY
 -
152
+ 15200.0%
$6.86K - $7.96K
153 $8.39K
Jul 24, 2025 Q2 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
145
+ 2.69%
$6.54K - $7.59K
5.53K $303K
Aug 04, 2025 Q2 2025
Arkadios Wealth Advisors

BUY
 -
145
+ 0.4%
$6.54K - $7.59K
36K $1.98M

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