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 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.38K- 7.28% |
$124K - $132K
|
30.3K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.4K- 5.08% |
$125K - $133K
|
44.8K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.43K- 1.92% |
$127K - $135K
|
124K
$6.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.44K- 14.23% |
$127K - $135K
|
14.7K
$805K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.45K- 1.63% |
$128K - $136K
|
148K
$8.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.47K- 1.57% |
$129K - $137K
|
155K
$8.53M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.62K- 9.0% |
$136K - $145K
|
26.5K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-2.68K- 5.8% |
$140K - $148K
|
43.5K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.69K- 0.58% |
$140K - $149K
|
461K
$25.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-2.81K- 9.2% |
$146K - $155K
|
27.7K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.01K- 21.85% |
$157K - $167K
|
10.8K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.03K- 5.6% |
$158K - $168K
|
51.1K
$2.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.21K- 6.85% |
$167K - $177K
|
43.6K
$2.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 32.24% |
$170K - $180K
|
6.85K
$375K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.65K- 8.34% |
$190K - $202K
|
40.1K
$2.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.91K- 3.2% |
$204K - $216K
|
118K
$6.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.98K- 22.89% |
$207K - $220K
|
13.4K
$734K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.06K- 7.07% |
$212K - $225K
|
53.4K
$2.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.36K- 4.25% |
$227K - $241K
|
98.1K
$5.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-4.67K- 15.26% |
$243K - $258K
|
25.9K
$1.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.74K- 5.6% |
$247K - $262K
|
79.9K
$4.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5.01K- 15.71% |
$261K - $277K
|
26.9K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-5.4K- 9.67% |
$282K - $299K
|
50.5K
$2.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.72K- 5.2% |
$298K - $317K
|
104K
$5.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.84K- 4.89% |
$305K - $323K
|
114K
$6.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.86K- 61.67% |
$305K - $324K
|
3.64K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.05K- 0.91% |
$315K - $335K
|
655K
$35.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6.3K- 42.43% |
$328K - $348K
|
8.54K
$468K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-6.35K- 2.84% |
$331K - $351K
|
217K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 2.04% |
$369K - $392K
|
340K
$18.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-7.97K- 7.34% |
$415K - $441K
|
101K
$5.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.13K- 16.92% |
$424K - $450K
|
39.9K
$2.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.05K- 4.2% |
$472K - $501K
|
207K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.77K- 7.05% |
$509K - $541K
|
129K
$7.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.87K- 2.85% |
$514K - $546K
|
336K
$18.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-11.4K- 10.84% |
$594K - $631K
|
93.8K
$5.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.1K- 3.0% |
$629K - $668K
|
391K
$21.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 8.14% |
$701K - $744K
|
152K
$8.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.5K- 3.51% |
$756K - $803K
|
398K
$21.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14.8K- 2.88% |
$771K - $818K
|
499K
$27.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.9K- 1.86% |
$776K - $823K
|
785K
$43M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15.8K- 17.7% |
$825K - $876K
|
73.6K
$4.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.3K- 2.98% |
$901K - $956K
|
563K
$30.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18.4K- 1.17% |
$960K - $1.02M
|
1.55M
$85.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 25.3% |
$1.02M - $1.08M
|
57.7K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-19.7K- 11.15% |
$1.03M - $1.09M
|
157K
$8.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-20.2K- 7.53% |
$1.05M - $1.12M
|
248K
$13.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20.9K- 6.62% |
$1.09M - $1.15M
|
294K
$16.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-21K- 2.66% |
$1.09M - $1.16M
|
768K
$42.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.4K- 1.74% |
$1.11M - $1.18M
|
1.21M
$66.3M
|