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 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-702- 5.74% |
$36.6K - $38.8K
|
11.5K
$632K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-702- 14.11% |
$36.6K - $38.8K
|
4.27K
$234K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-709- 1.09% |
$37K - $39.2K
|
64.6K
$3.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 5.86% |
$37.5K - $39.8K
|
11.6K
$634K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-731- 2.47% |
$38.1K - $40.4K
|
28.8K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-741- 10.76% |
$38.6K - $41K
|
6.14K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-753- 2.91% |
$39.2K - $41.7K
|
25.1K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-757- 3.28% |
$39.5K - $41.9K
|
22.4K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-772- 7.18% |
$40.2K - $42.7K
|
9.97K
$547K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-789- 8.75% |
$41.1K - $43.7K
|
8.23K
$451K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-803- 2.0% |
$41.9K - $44.4K
|
39.4K
$2.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-841- 2.18% |
$43.8K - $46.5K
|
37.8K
$2.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-848- 0.24% |
$44.2K - $46.9K
|
354K
$19.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-859- 5.97% |
$44.8K - $47.5K
|
13.5K
$742K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-859- 5.81% |
$44.8K - $47.5K
|
13.9K
$764K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-885- 32.47% |
$46.1K - $49K
|
1.84K
$101K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-924- 13.01% |
$48.2K - $51.1K
|
6.18K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-949- 1.44% |
$49.5K - $52.5K
|
64.8K
$3.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-962- 2.17% |
$50.1K - $53.2K
|
43.3K
$2.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-973- 17.72% |
$50.7K - $53.8K
|
4.52K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1K- 5.33% |
$52.1K - $55.3K
|
17.8K
$974K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1K- 3.18% |
$52.1K - $55.3K
|
30.5K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 6.43% |
$53.2K - $56.5K
|
14.9K
$814K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.06K- 1.87% |
$55.1K - $58.5K
|
55.4K
$3.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 17.06% |
$60.7K - $64.4K
|
5.66K
$310K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 9.72% |
$66.2K - $70.3K
|
11.8K
$647K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.3K- 7.07% |
$67.5K - $71.7K
|
17K
$934K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.3K- 96.36% |
$67.6K - $71.8K
|
49
$2.69K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.3K- 2.4% |
$68K - $72.2K
|
53K
$2.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.32K- 5.08% |
$68.8K - $73K
|
24.7K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.38K- 1.03% |
$72.1K - $76.5K
|
132K
$7.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.39K- 0.42% |
$72.6K - $77.1K
|
330K
$18.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.4K- 1.04% |
$73K - $77.5K
|
134K
$7.33M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.5K- 0.71% |
$78K - $82.8K
|
210K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.55K- 0.83% |
$80.9K - $85.9K
|
186K
$10.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.57K- 3.71% |
$81.6K - $86.6K
|
40.7K
$2.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.62K- 17.79% |
$84.3K - $89.5K
|
7.47K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.68K- 1.97% |
$87.3K - $92.7K
|
83.3K
$4.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.8K- 11.53% |
$94K - $99.8K
|
13.8K
$759K
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.89K- 4.31% |
$98.2K - $104K
|
41.8K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.94K- 27.37% |
$101K - $107K
|
5.15K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.96K- 0.16% |
$102K - $108K
|
1.19M
$65.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.99K- 2.14% |
$104K - $110K
|
91.2K
$5M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.06K- 19.82% |
$107K - $114K
|
8.33K
$457K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.09K- 1.35% |
$109K - $115K
|
152K
$8.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.09K- 4.92% |
$109K - $116K
|
40.4K
$2.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.11K- 3.18% |
$110K - $117K
|
64.4K
$3.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.16K- 7.59% |
$112K - $119K
|
26.2K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.22K- 0.29% |
$116K - $123K
|
768K
$42.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.29K- 2.59% |
$119K - $126K
|
86K
$4.71M
|