Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-396- 2.62% |
$17.9K - $20.7K
|
14.7K
$778K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-313- 2.62% |
$14.1K - $16.4K
|
11.7K
$615K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-823- 17.38% |
$37.1K - $43.1K
|
3.91K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4.71K- 17.56% |
$212K - $247K
|
22.1K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
210+ 0.24% |
$9.47K - $11K
|
87.7K
$4.63M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-49- 0.15% |
$2.21K - $2.56K
|
32.6K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
91+ 1.44% |
$4.11K - $4.76K
|
6.4K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-208- 0.13% |
$9.38K - $10.9K
|
154K
$8.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-685- 9.32% |
$30.9K - $35.9K
|
6.67K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5.53K- 3.38% |
$249K - $289K
|
158K
$8.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.1K- 7.0% |
$49.7K - $57.6K
|
14.6K
$772K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.62K+ 84.2% |
$118K - $137K
|
5.73K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.11K- 7.63% |
$50.1K - $58.1K
|
13.4K
$710K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15.8K+ 11.09% |
$713K - $827K
|
158K
$8.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.26K+ 2.42% |
$237K - $275K
|
223K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.59K- 1.24% |
$71.8K - $83.3K
|
127K
$6.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-19.8K- 5.01% |
$893K - $1.04M
|
375K
$19.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.33KNew |
$286K - $332K
|
6.33K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.7K- 26.93% |
$1.2M - $1.4M
|
72.4K
$3.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
197+ 0.72% |
$8.89K - $10.3K
|
27.5K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85K+ 13.24% |
$309K - $359K
|
58.6K
$3.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
437+ 0.15% |
$19.7K - $22.9K
|
286K
$15.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.27% |
$677 - $785
|
5.49K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-30- 0.2% |
$1.35K - $1.57K
|
15.1K
$799K
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$468K - $543K
|
10.4K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
277New |
$12.5K - $14.5K
|
277
$14.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7KNew |
$316K - $366K
|
7K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.39K+ 1.93% |
$333K - $387K
|
391K
$20.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 12.92% |
$103K - $119K
|
15.4K
$811K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
39+ 0.49% |
$1.76K - $2.04K
|
7.92K
$418K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.51K+ 4.3% |
$294K - $341K
|
158K
$8.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.6K+ 9.07% |
$883K - $1.02M
|
235K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87.6K- 27.01% |
$3.95M - $4.58M
|
237K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.57K- 2.13% |
$341K - $396K
|
347K
$18.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
60.1K+ 10.26% |
$2.71M - $3.14M
|
645K
$34.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.73% |
$9.43K - $10.9K
|
12.3K
$650K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
78+ 0.49% |
$3.52K - $4.08K
|
16.1K
$851K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-17.8K- 9.28% |
$805K - $934K
|
174K
$9.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.47K- 11.82% |
$156K - $181K
|
25.9K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.31% |
$947 - $1.1K
|
6.84K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.26K+ 138.66% |
$56.8K - $65.9K
|
2.17K
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
231+ 0.25% |
$10.4K - $12.1K
|
93.2K
$4.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
61+ 0.88% |
$2.75K - $3.19K
|
7.01K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
348+ 75.82% |
$15.7K - $18.2K
|
807
$42.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
502New |
$22.6K - $26.3K
|
502
$26.5K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
22.5K+ 4.04% |
$1.01M - $1.18M
|
580K
$30.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
168K+ 45.1% |
$7.58M - $8.79M
|
540K
$28.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.61K+ 4.31% |
$253K - $294K
|
136K
$7.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281K- 26.13% |
$12.7M - $14.7M
|
794K
$41.9M
|