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 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7- 0.11% |
$365 - $387
|
6.33K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 21.74% |
$1.3K - $1.38K
|
90
$4.94K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-26- 0.18% |
$1.36K - $1.44K
|
14.6K
$801K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-28- 0.13% |
$1.46K - $1.55K
|
21.3K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28- 0.11% |
$1.46K - $1.55K
|
25.2K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-34- 0.77% |
$1.77K - $1.88K
|
4.36K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-36- 0.07% |
$1.88K - $1.99K
|
53.6K
$2.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-38- 0.02% |
$1.98K - $2.1K
|
221K
$12.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 4.83% |
$2.03K - $2.16K
|
768
$42.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 32.0% |
$2.08K - $2.21K
|
85
$4.66K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 14.95% |
$2.35K - $2.49K
|
256
$14K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-52- 1.23% |
$2.71K - $2.88K
|
4.19K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-64- 6.02% |
$3.34K - $3.54K
|
999
$54.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-76- 1.19% |
$3.96K - $4.21K
|
6.32K
$347K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-95- 1.36% |
$4.95K - $5.26K
|
6.91K
$379K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-114- 2.47% |
$5.94K - $6.31K
|
4.5K
$247K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-160- 1.27% |
$8.34K - $8.85K
|
12.5K
$685K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-175- 0.54% |
$9.12K - $9.68K
|
32.3K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-185- 3.61% |
$9.64K - $10.2K
|
4.95K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-199- 2.74% |
$10.4K - $11K
|
7.07K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-206- 3.09% |
$10.7K - $11.4K
|
6.46K
$354K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-209- 4.62% |
$10.9K - $11.6K
|
4.32K
$237K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-210- 0.74% |
$10.9K - $11.6K
|
28.1K
$1.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-230- 2.9% |
$12K - $12.7K
|
7.7K
$422K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-238- 0.13% |
$12.4K - $13.2K
|
177K
$9.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-241- 3.12% |
$12.6K - $13.3K
|
7.49K
$411K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-241- 1.9% |
$12.6K - $13.3K
|
12.5K
$683K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-244- 0.1% |
$12.7K - $13.5K
|
235K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-244- 2.84% |
$12.7K - $13.5K
|
8.35K
$458K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-248- 4.26% |
$12.9K - $13.7K
|
5.57K
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-254- 4.48% |
$13.2K - $14.1K
|
5.42K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-285- 4.26% |
$14.9K - $15.8K
|
6.4K
$351K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-287- 0.71% |
$15K - $15.9K
|
40.1K
$2.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-288- 7.32% |
$15K - $15.9K
|
3.65K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-320- 1.16% |
$16.7K - $17.7K
|
27.2K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-345- 2.57% |
$18K - $19.1K
|
13.1K
$718K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-353- 1.03% |
$18.4K - $19.5K
|
34K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-353- 5.6% |
$18.4K - $19.5K
|
5.95K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-388- 25.76% |
$20.2K - $21.5K
|
1.12K
$61.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-400- 8.0% |
$20.8K - $22.1K
|
4.6K
$252K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-431- 14.98% |
$22.5K - $23.8K
|
2.45K
$134K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-438- 16.83% |
$22.8K - $24.2K
|
2.16K
$119K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-464- 10.81% |
$24.2K - $25.7K
|
3.83K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-528- 0.62% |
$27.5K - $29.2K
|
84.7K
$4.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-530- 0.83% |
$27.6K - $29.3K
|
63.4K
$3.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-533- 8.38% |
$27.8K - $29.5K
|
5.83K
$319K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-559- 4.16% |
$29.1K - $30.9K
|
12.9K
$706K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-564- 0.41% |
$29.4K - $31.2K
|
138K
$7.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-588- 8.98% |
$30.6K - $32.5K
|
5.96K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-588- 2.64% |
$30.6K - $32.5K
|
21.7K
$1.19M
|