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 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
16K+ 5.26% |
$835K - $886K
|
321K
$17.9M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
16K+ 17.03% |
$834K - $886K
|
110K
$6.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 4.81% |
$819K - $870K
|
343K
$19.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15.2K+ 1.87% |
$792K - $840K
|
827K
$46.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 15.93% |
$772K - $819K
|
108K
$6.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 6206.49% |
$747K - $793K
|
14.6K
$813K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14.1K+ 79.35% |
$736K - $782K
|
31.9K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.9K+ 17.45% |
$722K - $767K
|
93.2K
$5.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.5K+ 10.17% |
$706K - $749K
|
147K
$8.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.9K+ 5.57% |
$674K - $715K
|
245K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
12.8K+ 3.31% |
$668K - $709K
|
400K
$22.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
12.3K+ 0.76% |
$642K - $681K
|
1.63M
$90.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
12K+ 5.05% |
$623K - $661K
|
249K
$13.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.5K+ 3.79% |
$597K - $634K
|
314K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
11.3K+ 6.34% |
$589K - $625K
|
190K
$10.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 109.55% |
$588K - $624K
|
21.6K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.2K+ 6.43% |
$584K - $620K
|
186K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 15.44% |
$570K - $606K
|
81.8K
$4.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.7K+ 42.91% |
$556K - $591K
|
35.6K
$1.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.5K+ 197.34% |
$549K - $582K
|
15.9K
$885K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.2K+ 261.06% |
$532K - $565K
|
14.1K
$788K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.1KNew |
$525K - $557K
|
10.1K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.66K+ 12.16% |
$503K - $534K
|
89.1K
$4.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.5KNew |
$495K - $526K
|
9.5K
$530K
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9.14K+ 29.65% |
$476K - $506K
|
40K
$2.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.77K+ 3.51% |
$457K - $485K
|
259K
$14.4M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.49K+ 7.38% |
$443K - $470K
|
124K
$6.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.23KNew |
$429K - $456K
|
8.23K
$460K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.2K+ 22.71% |
$427K - $453K
|
44.3K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.17K+ 5.06% |
$426K - $452K
|
169K
$9.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.32K+ 49.52% |
$382K - $405K
|
22.1K
$1.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.06KNew |
$368K - $391K
|
7.06K
$394K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.8KNew |
$354K - $376K
|
6.8K
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.67K+ 4.74% |
$348K - $369K
|
148K
$8.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.57K+ 23.95% |
$342K - $364K
|
34K
$1.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.52K+ 2.94% |
$340K - $360K
|
228K
$12.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
6.46K+ 3.98% |
$337K - $358K
|
169K
$9.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.44K+ 6.8% |
$335K - $356K
|
101K
$5.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.22KNew |
$324K - $344K
|
6.22K
$347K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.81K+ 19.49% |
$303K - $322K
|
35.6K
$1.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.74K+ 100.14% |
$299K - $318K
|
11.5K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
5.68K+ 62.68% |
$296K - $314K
|
14.8K
$823K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.52K+ 1.23% |
$288K - $305K
|
454K
$25.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.31K+ 14.79% |
$277K - $294K
|
41.2K
$2.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.3K+ 1.09% |
$276K - $293K
|
493K
$27.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.28KNew |
$275K - $292K
|
5.28K
$294K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.27K+ 0.94% |
$275K - $292K
|
568K
$31.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.18K+ 3.97% |
$270K - $287K
|
136K
$7.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.16K+ 3.85% |
$269K - $286K
|
139K
$7.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.13K+ 0.71% |
$267K - $284K
|
730K
$40.7M
|