Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4M+ 682.83% |
$1.01B - $1.07B
|
22.2M
$1.25B
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.46MNew |
$233M - $247M
|
4.46M
$251M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.68M+ 16.13% |
$140M - $148M
|
19.3M
$1.08B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3M+ 2.88% |
$67.8M - $71.9M
|
46.4M
$2.61B
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.24MNew |
$64.9M - $68.9M
|
1.24M
$69.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
826K+ 18.8% |
$43.1M - $45.7M
|
5.22M
$293M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
672K+ 4545.73% |
$35M - $37.2M
|
687K
$38.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
662K+ 10.02% |
$34.5M - $36.6M
|
7.27M
$408M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656K+ 9.64% |
$34.2M - $36.3M
|
7.46M
$419M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
643K+ 0.79% |
$33.5M - $35.6M
|
81.7M
$4.59B
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
544K+ 12.98% |
$28.3M - $30.1M
|
4.73M
$266M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
509K+ 19.52% |
$26.5M - $28.2M
|
3.12M
$175M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
507K+ 13.26% |
$26.4M - $28M
|
4.33M
$243M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
437K+ 62.87% |
$22.8M - $24.2M
|
1.13M
$63.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
403K+ 13.19% |
$21M - $22.3M
|
3.45M
$194M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
398K+ 10.73% |
$20.7M - $22M
|
4.11M
$231M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
394K+ 7.56% |
$20.6M - $21.8M
|
5.61M
$315M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
377KNew |
$19.7M - $20.9M
|
377K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319K+ 32.37% |
$16.6M - $17.7M
|
1.31M
$73.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
305K+ 3.68% |
$15.9M - $16.9M
|
8.58M
$482M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 14.34% |
$12.5M - $13.3M
|
1.91M
$108M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
237K+ 2.86% |
$12.3M - $13.1M
|
8.51M
$478M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
198KNew |
$10.3M - $10.9M
|
198K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197K+ 9.41% |
$10.3M - $10.9M
|
2.29M
$129M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
175K+ 35.81% |
$9.14M - $9.7M
|
665K
$37.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
162K+ 3.7% |
$8.46M - $8.98M
|
4.55M
$255M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
159K+ 10.83% |
$8.29M - $8.8M
|
1.63M
$91.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159K+ 2.45% |
$8.29M - $8.8M
|
6.64M
$373M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
159K+ 717.12% |
$8.28M - $8.79M
|
181K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
142K+ 3.19% |
$7.4M - $7.85M
|
4.6M
$258M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
134K+ 24.12% |
$6.97M - $7.4M
|
688K
$38.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
132K+ 145.38% |
$6.87M - $7.29M
|
223K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
128K+ 179.0% |
$6.69M - $7.11M
|
200K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 6.36% |
$6.01M - $6.38M
|
1.93M
$108M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
113K+ 12.39% |
$5.88M - $6.24M
|
1.02M
$57.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
110K+ 23.1% |
$5.72M - $6.07M
|
585K
$32.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
103K+ 1.77% |
$5.37M - $5.71M
|
5.92M
$333M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
103K+ 5.78% |
$5.37M - $5.7M
|
1.89M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
95.1K+ 28.61% |
$4.96M - $5.26M
|
428K
$24M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.8K+ 3.96% |
$4.94M - $5.25M
|
2.49M
$140M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.2K+ 6.08% |
$4.7M - $4.99M
|
1.58M
$88.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
86.1K+ 18.28% |
$4.49M - $4.76M
|
557K
$31.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.1K+ 4.45% |
$4.49M - $4.76M
|
2.02M
$113M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
80.7K+ 13.17% |
$4.21M - $4.47M
|
694K
$39M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 8.14% |
$3.86M - $4.1M
|
984K
$55.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
70K+ 24.99% |
$3.65M - $3.87M
|
350K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66K+ 17.1% |
$3.44M - $3.65M
|
452K
$25.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65.3K+ 13.21% |
$3.4M - $3.61M
|
560K
$31.4M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
64.8K+ 11.18% |
$3.38M - $3.59M
|
645K
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
61.5KNew |
$3.21M - $3.4M
|
61.5K
$3.46M
|
|