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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.46K+ 7.39% |
$76.3K - $80.9K
|
21.2K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.46K+ 107.68% |
$76K - $80.7K
|
2.81K
$154K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
1.39K+ 4.24% |
$72.2K - $76.6K
|
34K
$1.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 11.41% |
$69.3K - $73.6K
|
13K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.29K+ 0.82% |
$67.4K - $71.5K
|
160K
$8.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 2830.23% |
$63.4K - $67.3K
|
1.26K
$69.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 19.11% |
$62.9K - $66.7K
|
7.52K
$412K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.2K+ 6.2% |
$62.5K - $66.4K
|
20.5K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 5.56% |
$58.9K - $62.5K
|
21.4K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.08K+ 2.07% |
$56.3K - $59.8K
|
53.2K
$2.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 7.7% |
$55.2K - $58.6K
|
14.8K
$814K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.04K+ 14.9% |
$54.4K - $57.8K
|
8.05K
$441K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.03KNew |
$53.7K - $57K
|
1.03K
$56.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.03K+ 0.3% |
$53.5K - $56.8K
|
345K
$18.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.02K+ 24.71% |
$53.1K - $56.3K
|
5.14K
$282K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.01K+ 7730.77% |
$52.4K - $55.6K
|
1.02K
$55.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
950+ 2.64% |
$49.5K - $52.6K
|
37K
$2.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
898+ 2.76% |
$46.8K - $49.7K
|
33.4K
$1.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
898New |
$46.8K - $49.7K
|
898
$49.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
876+ 0.59% |
$45.7K - $48.5K
|
149K
$8.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
874+ 8.7% |
$45.6K - $48.4K
|
10.9K
$599K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
849+ 1.47% |
$44.2K - $47K
|
58.4K
$3.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
841New |
$43.8K - $46.5K
|
841
$46.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
821+ 1.58% |
$42.8K - $45.4K
|
52.7K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
816New |
$42.5K - $45.1K
|
816
$44.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
799New |
$41.6K - $44.2K
|
799
$43.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
796New |
$41.5K - $44K
|
796
$43.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
787+ 3.56% |
$41K - $43.5K
|
22.9K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
787+ 7.56% |
$41K - $43.5K
|
11.2K
$614K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
768+ 4.9% |
$40K - $42.5K
|
16.4K
$902K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
635+ 0.46% |
$33.1K - $35.1K
|
140K
$7.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
515+ 51.5% |
$26.8K - $28.5K
|
1.52K
$83.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
435+ 5.71% |
$22.7K - $24.1K
|
8.05K
$441K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
420+ 1.69% |
$21.9K - $23.2K
|
25.2K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
400+ 1.05% |
$20.8K - $22.1K
|
38.6K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
394+ 5.02% |
$20.5K - $21.8K
|
8.25K
$452K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
394+ 37.74% |
$20.5K - $21.8K
|
1.44K
$78.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
391New |
$20.4K - $21.6K
|
391
$21.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
381+ 1.84% |
$19.9K - $21.1K
|
21.1K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
363+ 0.49% |
$18.9K - $20.1K
|
74.1K
$4.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
350+ 7.84% |
$18.2K - $19.4K
|
4.82K
$264K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
326+ 2.89% |
$17K - $18K
|
11.6K
$636K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
320+ 2.6% |
$16.7K - $17.7K
|
12.6K
$693K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
278+ 2.95% |
$14.5K - $15.4K
|
9.69K
$531K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
267+ 0.74% |
$13.9K - $14.8K
|
36.4K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
222+ 0.68% |
$11.6K - $12.3K
|
32.8K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
212+ 0.3% |
$11K - $11.7K
|
70.4K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
211+ 125.6% |
$11K - $11.7K
|
379
$20.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
207+ 0.9% |
$10.8K - $11.5K
|
23.2K
$1.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
194+ 102.65% |
$10.1K - $10.7K
|
383
$21K
|