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 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4.51K+ 0.95% |
$235K - $249K
|
477K
$26.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.49K+ 4.21% |
$234K - $248K
|
111K
$6.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.47KNew |
$233K - $247K
|
4.47K
$245K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
4.41K+ 2.93% |
$230K - $244K
|
155K
$8.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
4.39KNew |
$229K - $243K
|
4.39K
$241K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.31K+ 3.03% |
$225K - $239K
|
146K
$8.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.25K+ 3.35% |
$221K - $235K
|
131K
$7.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.21K+ 9.05% |
$220K - $233K
|
50.8K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.08KNew |
$213K - $226K
|
4.08K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.81K+ 2.29% |
$199K - $211K
|
170K
$9.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.81KNew |
$199K - $211K
|
3.81K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.75K+ 8.44% |
$195K - $207K
|
48.2K
$2.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $207K
|
3.74K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.73K+ 0.85% |
$194K - $206K
|
443K
$24.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.72K+ 7.06% |
$194K - $206K
|
56.4K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.67KNew |
$191K - $203K
|
3.67K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.65KNew |
$190K - $202K
|
3.65K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.64K+ 3.66% |
$189K - $201K
|
103K
$5.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
3.62KNew |
$189K - $200K
|
3.62K
$199K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.53K+ 8.91% |
$184K - $195K
|
43.1K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.38K+ 2.83% |
$176K - $187K
|
123K
$6.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.36K+ 1.51% |
$175K - $186K
|
226K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.35K+ 343.53% |
$174K - $185K
|
4.32K
$237K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.31K+ 6.44% |
$172K - $183K
|
54.6K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.3K+ 15.52% |
$172K - $183K
|
24.6K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
3.15K+ 1.74% |
$164K - $174K
|
185K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.13K+ 1.25% |
$163K - $173K
|
254K
$14M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.1K+ 6.49% |
$162K - $172K
|
50.9K
$2.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.03K+ 36.85% |
$158K - $167K
|
11.2K
$617K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.01K+ 3.16% |
$157K - $167K
|
98.3K
$5.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.01K+ 3.16% |
$157K - $167K
|
98.3K
$5.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.91K+ 0.69% |
$152K - $161K
|
427K
$23.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.91K+ 64.64% |
$152K - $161K
|
7.42K
$407K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.67K+ 0.94% |
$139K - $148K
|
286K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.53K+ 2.15% |
$132K - $140K
|
120K
$6.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.48K+ 3.59% |
$129K - $137K
|
71.5K
$3.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.46K+ 0.73% |
$128K - $136K
|
339K
$18.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.44K+ 6.45% |
$127K - $135K
|
40.2K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35K+ 5.85% |
$122K - $130K
|
42.5K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.26K+ 1.44% |
$118K - $125K
|
159K
$8.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.2K+ 2.7% |
$115K - $122K
|
83.4K
$4.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.14K+ 47.28% |
$112K - $119K
|
6.68K
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.07K+ 0.4% |
$108K - $114K
|
522K
$28.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.03KNew |
$106K - $112K
|
2.03K
$111K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.77K+ 36.54% |
$92K - $97.7K
|
6.6K
$362K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.62K+ 11.8% |
$84.3K - $89.5K
|
15.3K
$841K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.53K+ 0.22% |
$79.7K - $84.7K
|
700K
$38.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.49K+ 7.28% |
$77.6K - $82.4K
|
22K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.48K+ 2.89% |
$76.9K - $81.6K
|
52.5K
$2.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.47K+ 0.7% |
$76.5K - $81.2K
|
210K
$11.5M
|