Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.46MNew |
$233M - $247M
|
4.46M
$245M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
672K+ 4545.73% |
$35M - $37.2M
|
687K
$37.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
544K+ 12.98% |
$28.3M - $30.1M
|
4.73M
$260M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
509K+ 19.52% |
$26.5M - $28.2M
|
3.12M
$171M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
437K+ 62.87% |
$22.8M - $24.2M
|
1.13M
$62.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319K+ 32.37% |
$16.6M - $17.7M
|
1.31M
$71.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
237K+ 2.86% |
$12.3M - $13.1M
|
8.51M
$467M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
162K+ 3.7% |
$8.46M - $8.98M
|
4.55M
$249M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
159K+ 10.83% |
$8.29M - $8.8M
|
1.63M
$89.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
142K+ 3.19% |
$7.4M - $7.85M
|
4.6M
$252M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.2K+ 6.08% |
$4.7M - $4.99M
|
1.58M
$86.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
86.1K+ 18.28% |
$4.49M - $4.76M
|
557K
$30.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
80.7K+ 13.17% |
$4.21M - $4.47M
|
694K
$38M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
70K+ 24.99% |
$3.65M - $3.87M
|
350K
$19.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65.3K+ 13.21% |
$3.4M - $3.61M
|
560K
$30.7M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
64.8K+ 11.18% |
$3.38M - $3.59M
|
645K
$35.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
61.2K+ 2.96% |
$3.19M - $3.39M
|
2.13M
$117M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
59.1K+ 55.63% |
$3.08M - $3.27M
|
165K
$9.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
57.5K+ 8.91% |
$3M - $3.18M
|
703K
$38.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
55.7K+ 3.68% |
$2.9M - $3.08M
|
1.57M
$86.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
54.7KNew |
$2.85M - $3.03M
|
54.7K
$3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
53K+ 10.07% |
$2.76M - $2.93M
|
579K
$31.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
49.2K+ 5.92% |
$2.56M - $2.72M
|
880K
$48.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47.1KNew |
$2.46M - $2.61M
|
47.1K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
42.9KNew |
$2.23M - $2.37M
|
42.9K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
41.7K+ 11.09% |
$2.17M - $2.31M
|
418K
$22.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.1K+ 3.4% |
$1.77M - $1.88M
|
1.04M
$56.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
33K+ 6.15% |
$1.72M - $1.83M
|
569K
$31.2M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.9K+ 2.1% |
$1.5M - $1.6M
|
1.4M
$76.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
28.6K+ 4.31% |
$1.49M - $1.58M
|
691K
$37.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.5K+ 294.34% |
$1.33M - $1.41M
|
34.2K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
25.2K+ 6.44% |
$1.31M - $1.39M
|
416K
$22.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.7K+ 5.41% |
$1.29M - $1.37M
|
481K
$26.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
24.5K+ 7.36% |
$1.28M - $1.36M
|
358K
$19.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.8K+ 4.21% |
$1.24M - $1.31M
|
588K
$32.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.1K+ 12.78% |
$1.21M - $1.28M
|
204K
$11.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22.2K+ 12.15% |
$1.16M - $1.23M
|
205K
$11.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.7K+ 4.01% |
$1.13M - $1.2M
|
562K
$30.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 13.81% |
$1.11M - $1.18M
|
176K
$9.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
19.3K+ 2.18% |
$1.01M - $1.07M
|
905K
$49.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.2K+ 7.65% |
$950K - $1.01M
|
257K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17.6K+ 4.66% |
$918K - $975K
|
395K
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 3.71% |
$908K - $964K
|
487K
$26.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$893K - $949K
|
17.1K
$940K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.9K+ 0.49% |
$882K - $936K
|
3.47M
$190M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16.7K+ 28.07% |
$870K - $923K
|
76.1K
$4.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
16K+ 5.26% |
$835K - $886K
|
321K
$17.6M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
16K+ 17.03% |
$834K - $886K
|
110K
$6.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 4.81% |
$819K - $870K
|
343K
$18.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15.2K+ 1.87% |
$792K - $840K
|
827K
$45.4M
|