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
$785K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.31% |
$263K - $305K
|
439K
$23.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 9.6% |
$704K - $817K
|
178K
$9.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.41K- 18.51% |
$109K - $126K
|
10.6K
$566K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19+ 0.22% |
$857 - $994
|
8.59K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 86.33% |
$257K - $298K
|
12.3K
$655K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.8K+ 12.55% |
$1.3M - $1.5M
|
258K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-207K- 43.49% |
$9.35M - $10.8M
|
269K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
18.2K+ 4.52% |
$819K - $950K
|
420K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
36+ 0.45% |
$1.62K - $1.88K
|
8.12K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
101+ 0.31% |
$4.56K - $5.29K
|
33.1K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207+ 0.3% |
$9.34K - $10.8K
|
70.2K
$3.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$707K - $820K
|
15.7K
$836K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 21.9% |
$466K - $540K
|
57.5K
$3.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-74K- 4.38% |
$3.34M - $3.87M
|
1.61M
$86M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-132- 26.83% |
$5.95K - $6.91K
|
360
$19.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
69+ 0.47% |
$3.11K - $3.61K
|
14.7K
$784K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.39KNew |
$198K - $230K
|
4.39K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
4+ 0.03% |
$180 - $209
|
16K
$851K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-350- 1.24% |
$15.8K - $18.3K
|
27.9K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-39- 0.73% |
$1.76K - $2.04K
|
5.28K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
35.6KNew |
$1.61M - $1.86M
|
35.6K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 0.46% |
$2.57K - $2.98K
|
12.3K
$657K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.8K- 13.05% |
$1.62M - $1.88M
|
239K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
26.5K+ 5.67% |
$1.2M - $1.39M
|
494K
$26.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-5.47K- 57.21% |
$247K - $287K
|
4.1K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-313- 2.62% |
$14.1K - $16.4K
|
11.7K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-823- 17.38% |
$37.1K - $43.1K
|
3.91K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4.71K- 17.56% |
$212K - $247K
|
22.1K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
210+ 0.24% |
$9.47K - $11K
|
87.7K
$4.67M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-49- 0.15% |
$2.21K - $2.56K
|
32.6K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
91+ 1.44% |
$4.11K - $4.76K
|
6.4K
$341K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-208- 0.13% |
$9.38K - $10.9K
|
154K
$8.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-685- 9.32% |
$30.9K - $35.9K
|
6.67K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5.53K- 3.38% |
$249K - $289K
|
158K
$8.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.1K- 7.0% |
$49.7K - $57.6K
|
14.6K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.62K+ 84.2% |
$118K - $137K
|
5.73K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.11K- 7.63% |
$50.1K - $58.1K
|
13.4K
$717K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15.8K+ 11.09% |
$713K - $827K
|
158K
$8.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.26K+ 2.42% |
$237K - $275K
|
223K
$11.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.59K- 1.24% |
$71.8K - $83.3K
|
127K
$6.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-19.8K- 5.01% |
$893K - $1.04M
|
375K
$20M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.33KNew |
$286K - $332K
|
6.33K
$338K
|
|
|
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 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
197+ 0.72% |
$8.89K - $10.3K
|
27.5K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85K+ 13.24% |
$309K - $359K
|
58.6K
$3.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
437+ 0.15% |
$19.7K - $22.9K
|
286K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.27% |
$677 - $785
|
5.49K
$293K
|