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 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 7.38% |
$586K - $680K
|
163K
$8.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-16.8K- 13.22% |
$756K - $877K
|
110K
$5.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-17.8K- 9.28% |
$805K - $934K
|
174K
$9.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-19.8K- 5.01% |
$893K - $1.04M
|
375K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-24.3K- 8.74% |
$1.1M - $1.27M
|
254K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.7K- 26.93% |
$1.2M - $1.4M
|
72.4K
$3.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.7K- 58.58% |
$1.3M - $1.5M
|
20.3K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.8K- 13.05% |
$1.62M - $1.88M
|
239K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36K- 6.59% |
$1.62M - $1.88M
|
511K
$27.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-38.6K- 7.11% |
$1.74M - $2.02M
|
504K
$26.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.3K- 3.31% |
$2.27M - $2.63M
|
1.47M
$78.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-63.5K- 15.19% |
$2.86M - $3.32M
|
355K
$18.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-74K- 4.38% |
$3.34M - $3.87M
|
1.61M
$86M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-79.3K- 42.21% |
$3.58M - $4.15M
|
109K
$5.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87.6K- 27.01% |
$3.95M - $4.58M
|
237K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-197K- 41.17% |
$8.89M - $10.3M
|
282K
$15M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-207K- 43.49% |
$9.35M - $10.8M
|
269K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281K- 26.13% |
$12.7M - $14.7M
|
794K
$42.3M
|