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 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
186+ 1.8% |
$9.69K - $10.3K
|
10.5K
$576K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
166New |
$8.65K - $9.18K
|
166
$9.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
164+ 1.91% |
$8.55K - $9.07K
|
8.75K
$480K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
155+ 1.46% |
$8.08K - $8.58K
|
10.8K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
140+ 2.05% |
$7.3K - $7.75K
|
6.98K
$383K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
131+ 2.99% |
$6.83K - $7.25K
|
4.52K
$248K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
120+ 0.35% |
$6.25K - $6.64K
|
34.1K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
119+ 0.25% |
$6.2K - $6.58K
|
48.4K
$2.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
117+ 1.45% |
$6.1K - $6.47K
|
8.18K
$449K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
110+ 0.46% |
$5.73K - $6.09K
|
23.9K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
98+ 0.66% |
$5.11K - $5.42K
|
15K
$821K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
95+ 1.12% |
$4.95K - $5.26K
|
8.59K
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
82+ 0.91% |
$4.27K - $4.54K
|
9.13K
$501K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.26% |
$4.22K - $4.48K
|
6.51K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
68+ 0.55% |
$3.54K - $3.76K
|
12.4K
$679K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
67+ 1.27% |
$3.49K - $3.71K
|
5.35K
$293K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
66+ 0.45% |
$3.44K - $3.65K
|
14.8K
$810K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
64+ 0.23% |
$3.34K - $3.54K
|
27.7K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
64+ 0.19% |
$3.34K - $3.54K
|
34K
$1.87M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
60+ 0.45% |
$3.13K - $3.32K
|
13.5K
$742K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
58+ 0.45% |
$3.02K - $3.21K
|
13K
$716K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57+ 1.0% |
$2.97K - $3.15K
|
5.77K
$316K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55+ 0.97% |
$2.87K - $3.04K
|
5.72K
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
49+ 0.26% |
$2.55K - $2.71K
|
18.6K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.76% |
$2.03K - $2.16K
|
5.2K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
36+ 0.32% |
$1.88K - $1.99K
|
11.3K
$620K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
36+ 0.24% |
$1.88K - $1.99K
|
15.3K
$838K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
34+ 0.46% |
$1.77K - $1.88K
|
7.45K
$409K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 6.59% |
$1.72K - $1.83K
|
534
$29.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30+ 0.32% |
$1.56K - $1.66K
|
9.5K
$521K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
28+ 0.32% |
$1.46K - $1.55K
|
8.69K
$476K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 0.42% |
$1.3K - $1.38K
|
6.03K
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23+ 0.32% |
$1.2K - $1.27K
|
7.15K
$392K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23New |
$1.2K - $1.27K
|
23
$1.26K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
22+ 0.46% |
$1.15K - $1.22K
|
4.82K
$264K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.44% |
$886 - $941
|
3.85K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11+ 0.13% |
$573 - $609
|
8.27K
$453K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$521 - $553
|
36.9K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 0.09% |
$261 - $277
|
5.89K
$323K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 3.57% |
$156 - $166
|
87
$4.77K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.6% |
$156 - $166
|
505
$27.7K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.43% |
$156 - $166
|
704
$38.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3+ 0.44% |
$156 - $166
|
687
$37.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.07% |
$156 - $166
|
284
$15.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.01% |
$104 - $111
|
24.7K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2+ 0.0% |
$104 - $111
|
85.1K
$4.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.36% |
$52.1 - $55.3
|
278
$15.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.48% |
$52.1 - $55.3
|
208
$11.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.48% |
$52.1 - $55.3
|
211
$11.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 0.72% |
$208 - $221
|
550
$30.2K
|