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 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.13K+ 25.87% |
$412K - $478K
|
44.4K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.58KNew |
$387K - $449K
|
8.58K
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.92K+ 3.55% |
$357K - $414K
|
231K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.77K+ 5.03% |
$351K - $407K
|
162K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.52K+ 7.61% |
$339K - $393K
|
106K
$5.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.39K+ 1.93% |
$333K - $387K
|
391K
$20.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 9.08% |
$318K - $369K
|
84.7K
$4.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7KNew |
$316K - $366K
|
7K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85K+ 13.24% |
$309K - $359K
|
58.6K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.82KNew |
$308K - $357K
|
6.82K
$364K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.51K+ 4.3% |
$294K - $341K
|
158K
$8.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.33KNew |
$286K - $332K
|
6.33K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.78K+ 30.36% |
$261K - $302K
|
24.8K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 86.33% |
$257K - $298K
|
12.3K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.61K+ 4.31% |
$253K - $294K
|
136K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.44K+ 2.87% |
$245K - $285K
|
195K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.26K+ 2.42% |
$237K - $275K
|
223K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.13K+ 72.19% |
$231K - $268K
|
12.2K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.89K+ 2.84% |
$220K - $256K
|
177K
$9.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.68K+ 3.44% |
$211K - $245K
|
141K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.61KNew |
$208K - $241K
|
4.61K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.39KNew |
$198K - $230K
|
4.39K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.08K+ 1.99% |
$184K - $213K
|
209K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.08KNew |
$184K - $213K
|
4.08K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.02K+ 86.22% |
$181K - $210K
|
8.67K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.9KNew |
$176K - $204K
|
3.9K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.44K+ 1.01% |
$155K - $180K
|
344K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.38K+ 7.05% |
$152K - $177K
|
51.3K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.2K+ 0.6% |
$145K - $168K
|
539K
$28.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2.86K+ 1.94% |
$129K - $150K
|
151K
$8.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.84K+ 2.74% |
$128K - $149K
|
107K
$5.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.62K+ 84.2% |
$118K - $137K
|
5.73K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.6KNew |
$117K - $136K
|
2.6K
$139K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.48K+ 0.92% |
$112K - $130K
|
272K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.19K+ 5.85% |
$98.7K - $115K
|
39.6K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.04K+ 2.03% |
$92.1K - $107K
|
103K
$5.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.74K+ 2.01% |
$78.6K - $91.2K
|
88.3K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61K+ 29.3% |
$72.6K - $84.2K
|
7.1K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.51K+ 3.25% |
$68.3K - $79.2K
|
48.1K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.26K+ 138.66% |
$56.8K - $65.9K
|
2.17K
$116K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.22K+ 0.89% |
$55.2K - $64K
|
139K
$7.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.09K+ 14.05% |
$49.1K - $57K
|
8.84K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
998+ 7.31% |
$45K - $52.2K
|
14.7K
$781K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
853+ 1.57% |
$38.5K - $44.6K
|
55.2K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
644+ 4.14% |
$29.1K - $33.7K
|
16.2K
$864K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
639+ 63900.0% |
$28.8K - $33.4K
|
640
$34.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
515+ 4681.82% |
$23.2K - $27K
|
526
$28K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
502New |
$22.6K - $26.3K
|
502
$26.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
437+ 0.15% |
$19.7K - $22.9K
|
286K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
348+ 75.82% |
$15.7K - $18.2K
|
807
$43K
|