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 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
345+ 3.32% |
$15.6K - $18.1K
|
10.7K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
290New |
$13.1K - $15.2K
|
290
$15.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
277New |
$12.5K - $14.5K
|
277
$14.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
275+ 2.22% |
$12.4K - $14.4K
|
12.6K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
231+ 0.25% |
$10.4K - $12.1K
|
93.2K
$4.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
214+ 3.44% |
$9.65K - $11.2K
|
6.43K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
210+ 0.24% |
$9.47K - $11K
|
87.7K
$4.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.73% |
$9.43K - $10.9K
|
12.3K
$656K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207+ 0.3% |
$9.34K - $10.8K
|
70.2K
$3.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
197+ 0.72% |
$8.89K - $10.3K
|
27.5K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
179+ 2.57% |
$8.07K - $9.37K
|
7.13K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
171+ 1.17% |
$7.71K - $8.95K
|
14.8K
$789K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
157New |
$7.08K - $8.22K
|
157
$8.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
137New |
$6.18K - $7.17K
|
137
$7.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117New |
$5.28K - $6.12K
|
117
$6.24K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
101+ 0.31% |
$4.56K - $5.29K
|
33.1K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
91+ 1.44% |
$4.11K - $4.76K
|
6.4K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 16.16% |
$3.61K - $4.19K
|
575
$30.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
78+ 0.49% |
$3.52K - $4.08K
|
16.1K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
69+ 0.47% |
$3.11K - $3.61K
|
14.7K
$784K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.47% |
$2.84K - $3.3K
|
13.5K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
61+ 0.88% |
$2.75K - $3.19K
|
7.01K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 0.46% |
$2.57K - $2.98K
|
12.3K
$657K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
56+ 0.72% |
$2.53K - $2.93K
|
7.86K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 0.1% |
$2.3K - $2.67K
|
53.7K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
39+ 0.49% |
$1.76K - $2.04K
|
7.92K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
36+ 0.45% |
$1.62K - $1.88K
|
8.12K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
29+ 0.06% |
$1.31K - $1.52K
|
51.8K
$2.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 0.35% |
$947 - $1.1K
|
6.01K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.31% |
$947 - $1.1K
|
6.84K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19+ 0.22% |
$857 - $994
|
8.59K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
16+ 0.28% |
$722 - $837
|
5.82K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.27% |
$677 - $785
|
5.49K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.06% |
$406 - $471
|
14.8K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 0.49% |
$361 - $419
|
1.63K
$86.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6+ 0.11% |
$271 - $314
|
5.66K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.01% |
$226 - $262
|
42.2K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5+ 0.08% |
$226 - $262
|
6.36K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
4+ 0.03% |
$180 - $209
|
16K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.57% |
$180 - $209
|
701
$37.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$45.1 - $52.3
|
5.16K
$275K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9- 0.09% |
$406 - $471
|
10.4K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 0.1% |
$586 - $680
|
13.1K
$697K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 0.03% |
$586 - $680
|
40.3K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-30- 0.2% |
$1.35K - $1.57K
|
15.1K
$806K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-39- 0.73% |
$1.76K - $2.04K
|
5.28K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-49- 0.15% |
$2.21K - $2.56K
|
32.6K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-63- 0.56% |
$2.84K - $3.3K
|
11.3K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-63- 1.01% |
$2.84K - $3.3K
|
6.19K
$330K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-66- 1.12% |
$2.98K - $3.45K
|
5.85K
$312K
|