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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 14.95% |
$2.35K - $2.49K
|
256
$14K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.52K+ 2.94% |
$340K - $360K
|
228K
$12.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.77K+ 3.51% |
$457K - $485K
|
259K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.43K- 1.92% |
$127K - $135K
|
124K
$6.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.32K+ 49.52% |
$382K - $405K
|
22.1K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.62K- 17.79% |
$84.3K - $89.5K
|
7.47K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.1KNew |
$525K - $557K
|
10.1K
$552K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
435+ 5.71% |
$22.7K - $24.1K
|
8.05K
$441K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
841New |
$43.8K - $46.5K
|
841
$46.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-859- 5.97% |
$44.8K - $47.5K
|
13.5K
$742K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
849+ 1.47% |
$44.2K - $47K
|
58.4K
$3.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.5K+ 3.79% |
$597K - $634K
|
314K
$17.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.46MNew |
$233M - $247M
|
4.46M
$245M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.3K+ 15.52% |
$172K - $183K
|
24.6K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.03K+ 36.85% |
$158K - $167K
|
11.2K
$617K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.38K- 7.28% |
$124K - $132K
|
30.3K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-702- 14.11% |
$36.6K - $38.8K
|
4.27K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.3K- 2.98% |
$901K - $956K
|
563K
$30.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.01% |
$104 - $111
|
24.7K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
54.7KNew |
$2.85M - $3.03M
|
54.7K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
363+ 0.49% |
$18.9K - $20.1K
|
74.1K
$4.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.01K+ 3.16% |
$157K - $167K
|
98.3K
$5.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.47KNew |
$233K - $247K
|
4.47K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
24.5K+ 7.36% |
$1.28M - $1.36M
|
358K
$19.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.7K+ 42.91% |
$556K - $591K
|
35.6K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.07K+ 0.4% |
$108K - $114K
|
522K
$28.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.14K+ 47.28% |
$112K - $119K
|
6.68K
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-254- 4.48% |
$13.2K - $14.1K
|
5.42K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 6.59% |
$1.72K - $1.83K
|
534
$29.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.06K- 7.07% |
$212K - $225K
|
53.4K
$2.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 21.74% |
$1.3K - $1.38K
|
90
$4.94K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-741- 10.76% |
$38.6K - $41K
|
6.14K
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.2K+ 261.06% |
$532K - $565K
|
14.1K
$774K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.21K- 6.85% |
$167K - $177K
|
43.6K
$2.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.53K+ 0.22% |
$79.7K - $84.7K
|
700K
$38.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-20.2K- 7.53% |
$1.05M - $1.12M
|
248K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14.8K- 2.88% |
$771K - $818K
|
499K
$27.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-21K- 2.66% |
$1.09M - $1.16M
|
768K
$42.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.07% |
$156 - $166
|
284
$15.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-31.5K- 3.17% |
$1.64M - $1.74M
|
964K
$52.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22.2K+ 12.15% |
$1.16M - $1.23M
|
205K
$11.3M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
64.8K+ 11.18% |
$3.38M - $3.59M
|
645K
$35.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.2K+ 7.65% |
$950K - $1.01M
|
257K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 25.3% |
$1.02M - $1.08M
|
57.7K
$3.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-27.5K- 12.27% |
$1.43M - $1.52M
|
196K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-131K- 21.67% |
$6.84M - $7.26M
|
474K
$26M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 6.43% |
$53.2K - $56.5K
|
14.9K
$814K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 7.7% |
$55.2K - $58.6K
|
14.8K
$814K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
98+ 0.66% |
$5.11K - $5.42K
|
15K
$821K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.03KNew |
$53.7K - $57K
|
1.03K
$56.5K
|