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 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-118- 0.9% |
$5.32K - $6.18K
|
13K
$692K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-132- 26.83% |
$5.95K - $6.91K
|
360
$19.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-177- 3.42% |
$7.98K - $9.26K
|
4.99K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-206- 0.63% |
$9.29K - $10.8K
|
32.4K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-208- 0.13% |
$9.38K - $10.9K
|
154K
$8.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-283- 0.82% |
$12.8K - $14.8K
|
34.3K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-313- 2.62% |
$14.1K - $16.4K
|
11.7K
$621K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-350- 1.24% |
$15.8K - $18.3K
|
27.9K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-396- 2.62% |
$17.9K - $20.7K
|
14.7K
$785K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-670- 3.05% |
$30.2K - $35.1K
|
21.3K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-685- 9.32% |
$30.9K - $35.9K
|
6.67K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-823- 17.38% |
$37.1K - $43.1K
|
3.91K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 4.5% |
$40.6K - $47.1K
|
19.1K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-918- 0.35% |
$41.4K - $48K
|
263K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-981- 11.27% |
$44.3K - $51.3K
|
7.73K
$412K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.04K- 6.89% |
$47K - $54.5K
|
14.1K
$750K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.1K- 7.0% |
$49.7K - $57.6K
|
14.6K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.11K- 7.63% |
$50.1K - $58.1K
|
13.4K
$717K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.22K- 86.58% |
$55K - $63.8K
|
189
$10.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.25K- 7.38% |
$56.3K - $65.3K
|
15.6K
$834K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.46K- 26.13% |
$65.7K - $76.3K
|
4.12K
$220K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.55K- 4.64% |
$70K - $81.2K
|
31.9K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.57K- 12.73% |
$70.7K - $82K
|
10.7K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.59K- 1.24% |
$71.8K - $83.3K
|
127K
$6.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.72K- 14.61% |
$77.6K - $90K
|
10.1K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-1.79K- 12.29% |
$80.8K - $93.7K
|
12.8K
$682K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.84K- 5.34% |
$83.1K - $96.4K
|
32.7K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.03K- 3.32% |
$91.7K - $106K
|
59.2K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.04K- 0.5% |
$91.9K - $107K
|
403K
$21.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 12.92% |
$103K - $119K
|
15.4K
$819K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.41K- 18.51% |
$109K - $126K
|
10.6K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.47K- 11.82% |
$156K - $181K
|
25.9K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.57K- 8.48% |
$161K - $187K
|
38.6K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.63K- 20.92% |
$164K - $190K
|
13.7K
$731K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.77K- 92.48% |
$170K - $197K
|
306
$16.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.24K- 1.38% |
$191K - $222K
|
302K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 8.83% |
$205K - $237K
|
46.9K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4.71K- 17.56% |
$212K - $247K
|
22.1K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.19K- 1.56% |
$234K - $272K
|
327K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.2K- 10.5% |
$234K - $272K
|
44.3K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-5.47K- 57.21% |
$247K - $287K
|
4.1K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5.53K- 3.38% |
$249K - $289K
|
158K
$8.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.31% |
$263K - $305K
|
439K
$23.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.47K- 10.28% |
$292K - $339K
|
56.4K
$3.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7.02K- 4.94% |
$317K - $367K
|
135K
$7.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.57K- 2.13% |
$341K - $396K
|
347K
$18.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 11.15% |
$370K - $429K
|
65.3K
$3.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.59K- 1.76% |
$433K - $502K
|
536K
$28.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.88K- 36.26% |
$446K - $517K
|
17.4K
$926K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.4K- 5.93% |
$470K - $545K
|
165K
$8.8M
|