Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
922K+ 26.08% |
$41.6M - $48.3M
|
4.46M
$238M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
695KNew |
$31.4M - $36.4M
|
695K
$37.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
406KNew |
$18.3M - $21.2M
|
406K
$21.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
327K+ 4.11% |
$14.7M - $17.1M
|
8.27M
$441M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
179K+ 39.13% |
$8.06M - $9.36M
|
636K
$33.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
168K+ 45.1% |
$7.58M - $8.79M
|
540K
$28.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
124K+ 22.14% |
$5.61M - $6.51M
|
686K
$36.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
122K+ 56.54% |
$5.51M - $6.4M
|
338K
$18M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
74.2K+ 5.15% |
$3.35M - $3.88M
|
1.52M
$80.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 3.51% |
$3.15M - $3.66M
|
2.06M
$110M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
62.7K+ 8.16% |
$2.83M - $3.28M
|
831K
$44.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
62K+ 23.07% |
$2.8M - $3.25M
|
331K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
61.1K+ 22.17% |
$2.76M - $3.2M
|
337K
$18M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
60.8K+ 12.08% |
$2.74M - $3.18M
|
564K
$30.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
60.1K+ 10.26% |
$2.71M - $3.14M
|
645K
$34.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46.3K+ 2.69% |
$2.09M - $2.42M
|
1.77M
$94.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.1K+ 17.81% |
$2.08M - $2.41M
|
305K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
37K+ 264.52% |
$1.67M - $1.94M
|
51K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
36K+ 153.03% |
$1.62M - $1.88M
|
59.5K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
35.6KNew |
$1.61M - $1.86M
|
35.6K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
35.1K+ 16.8% |
$1.58M - $1.84M
|
244K
$13M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
33.3K+ 24.98% |
$1.5M - $1.74M
|
166K
$8.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
31K+ 7.17% |
$1.4M - $1.62M
|
464K
$24.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 22.9% |
$1.3M - $1.51M
|
155K
$8.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
28.8K+ 26.27% |
$1.3M - $1.51M
|
139K
$7.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.8K+ 12.55% |
$1.3M - $1.5M
|
258K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
26.5K+ 5.67% |
$1.2M - $1.39M
|
494K
$26.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
23.7KNew |
$1.07M - $1.24M
|
23.7K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.3K+ 209.15% |
$1.05M - $1.22M
|
34.4K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 174.43% |
$1.03M - $1.2M
|
36.1K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
22.5K+ 4.04% |
$1.01M - $1.18M
|
580K
$30.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.6K+ 9.07% |
$883K - $1.02M
|
235K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.2K+ 17.28% |
$867K - $1.01M
|
130K
$6.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
18.2K+ 4.52% |
$819K - $950K
|
420K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15.8K+ 11.09% |
$713K - $827K
|
158K
$8.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$707K - $820K
|
15.7K
$836K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 9.6% |
$704K - $817K
|
178K
$9.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.9K+ 3.26% |
$674K - $782K
|
473K
$25.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
13.4K+ 1.54% |
$606K - $703K
|
886K
$47.2M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13.3K+ 16.52% |
$601K - $698K
|
94K
$5.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13K+ 15.92% |
$586K - $680K
|
94.6K
$5.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12.7K+ 9.8% |
$572K - $664K
|
142K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 3.02% |
$560K - $649K
|
424K
$22.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 2.01% |
$550K - $638K
|
619K
$33M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11K+ 9.03% |
$497K - $577K
|
133K
$7.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$468K - $543K
|
10.4K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 21.9% |
$466K - $540K
|
57.5K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$464K - $539K
|
10.3K
$549K
|