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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
38.2KNew |
$1.72M - $2M
|
38.2K
$2.09M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
232K+ 6.64% |
$10.5M - $12.1M
|
3.73M
$204M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-64- 0.57% |
$2.89K - $3.35K
|
11.3K
$616K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.73KNew |
$123K - $143K
|
2.73K
$149K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
47+ 0.27% |
$2.12K - $2.46K
|
17.4K
$951K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-602K- 97.6% |
$27.2M - $31.5M
|
14.8K
$808K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.09KNew |
$320K - $371K
|
7.09K
$388K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
30.2K+ 18.67% |
$1.36M - $1.58M
|
192K
$10.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
983+ 4.69% |
$44.3K - $51.5K
|
21.9K
$1.2M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.1K- 73.87% |
$634K - $736K
|
4.98K
$272K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-156- 14.62% |
$7.04K - $8.17K
|
911
$49.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
246+ 4.0% |
$11.1K - $12.9K
|
6.39K
$349K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.73K+ 26.83% |
$78K - $90.4K
|
8.17K
$446K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.6K+ 3.04% |
$750K - $870K
|
562K
$30.7M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-528K- 27.77% |
$23.8M - $27.6M
|
1.37M
$75M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.21K- 1.58% |
$54.4K - $63.1K
|
75.3K
$4.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.1K- 0.13% |
$590K - $685K
|
9.8M
$535M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
442K+ 9.97% |
$20M - $23.2M
|
4.88M
$267M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
936K+ 103.59% |
$42.2M - $49M
|
1.84M
$101M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
11+ 0.49% |
$496 - $576
|
2.26K
$123K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-53.9K- 32.13% |
$2.43M - $2.82M
|
114K
$6.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
94.5KNew |
$4.26M - $4.95M
|
94.5K
$5.16M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.2K+ 4.54% |
$686K - $796K
|
350K
$19.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
50+ 1.23% |
$2.26K - $2.62K
|
4.13K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
69.6K+ 344.55% |
$3.14M - $3.64M
|
89.8K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.02K- 7.02% |
$46K - $53.3K
|
13.5K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.3K+ 185.43% |
$2.45M - $2.84M
|
83.5K
$4.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.37KNew |
$287K - $334K
|
6.37K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
183KNew |
$8.27M - $9.6M
|
183K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.39K+ 28.48% |
$108K - $125K
|
10.8K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-8.87K- 18.52% |
$400K - $464K
|
39K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-109K- 1.62% |
$4.91M - $5.7M
|
6.61M
$361M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.47KNew |
$337K - $391K
|
7.47K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 2.74% |
$637K - $740K
|
530K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.8K- 81.11% |
$1.66M - $1.93M
|
8.58K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.2K- 9.39% |
$235K - $272K
|
50.2K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-26.2K- 9.32% |
$1.18M - $1.37M
|
255K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
8.65K+ 5.0% |
$390K - $453K
|
181K
$9.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
993+ 3.62% |
$44.8K - $52K
|
28.5K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.7K+ 9.86% |
$2.29M - $2.65M
|
565K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
152K+ 20.08% |
$6.86M - $7.96M
|
910K
$49.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-331- 1.23% |
$14.9K - $17.3K
|
26.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
38+ 0.11% |
$1.71K - $1.99K
|
34.4K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.5K+ 111.15% |
$475K - $552K
|
20K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.35K- 12.8% |
$60.9K - $70.6K
|
9.19K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-470K- 35.96% |
$21.2M - $24.6M
|
837K
$45.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
28.9K+ 7.42% |
$1.3M - $1.51M
|
418K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
21.3KNew |
$959K - $1.11M
|
21.3K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.8K+ 3.64% |
$2.65M - $3.08M
|
1.67M
$91.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.89K+ 17.3% |
$85.4K - $99.1K
|
12.8K
$702K
|