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 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-21.8K- 4.33% |
$1.14M - $1.21M
|
482K
$26.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-23.2K- 20.32% |
$1.21M - $1.28M
|
90.8K
$4.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-27.5K- 12.27% |
$1.43M - $1.52M
|
196K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-30.4K- 8.11% |
$1.59M - $1.68M
|
345K
$18.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-31.5K- 3.17% |
$1.64M - $1.74M
|
964K
$52.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-34.4K- 14.4% |
$1.79M - $1.9M
|
204K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35.2K- 1.99% |
$1.83M - $1.95M
|
1.74M
$95.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-37.5K- 21.53% |
$1.96M - $2.08M
|
137K
$7.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.3K- 24.26% |
$2M - $2.12M
|
120K
$6.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63.6K- 26.85% |
$3.31M - $3.52M
|
173K
$9.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-75.4K- 10.99% |
$3.93M - $4.17M
|
610K
$33.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-82.8K- 5.18% |
$4.31M - $4.58M
|
1.51M
$83M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-92.3K- 33.39% |
$4.81M - $5.11M
|
184K
$10.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-114K- 2.72% |
$5.94M - $6.3M
|
4.07M
$223M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-129K- 94.56% |
$6.7M - $7.11M
|
7.4K
$406K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-131K- 21.67% |
$6.84M - $7.26M
|
474K
$26M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168K- 21.1% |
$8.73M - $9.27M
|
626K
$34.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-267KClosed |
$13.9M - $14.7M
|
0
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-269K- 95.51% |
$14M - $14.9M
|
12.6K
$694K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-291K- 90.56% |
$15.2M - $16.1M
|
30.3K
$1.66M
|