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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.25K+ 25.0% |
$62.2K - $66.5K
|
6.25K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.14K - $1.22K
|
9.44K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-545- 6.56% |
$27.1K - $29K
|
7.76K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
23.8K+ 7.21% |
$1.18M - $1.26M
|
353K
$18.8M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-84.5K- 26.67% |
$4.21M - $4.49M
|
232K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
654K+ 103.46% |
$32.6M - $34.8M
|
1.29M
$68.6M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
40New |
$1.99K - $2.13K
|
40
$2.13K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
41.9K+ 225.31% |
$2.08M - $2.23M
|
60.4K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-242- 3.46% |
$12K - $12.9K
|
6.74K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-3- 0.04% |
$149 - $160
|
7.38K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
37.7K+ 99.15% |
$1.88M - $2.01M
|
75.8K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
258+ 3.23% |
$12.8K - $13.7K
|
8.26K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.29% |
$99.6 - $106
|
681
$36.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.53M- 98.21% |
$76M - $81.2M
|
27.8K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.43K+ 0.57% |
$71.1K - $76K
|
254K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
595K+ 0.76% |
$29.6M - $31.7M
|
78.8M
$4.2B
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 5.31% |
$7.47K - $7.98K
|
2.68K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.26K- 1.15% |
$62.6K - $66.9K
|
108K
$5.75M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-115- 2.03% |
$5.72K - $6.12K
|
5.56K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-736- 3.97% |
$36.6K - $39.1K
|
17.8K
$949K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
60New |
$2.99K - $3.19K
|
60
$3.2K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
33.9K+ 3.09% |
$1.69M - $1.8M
|
1.13M
$60.3M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.06K+ 3.66% |
$52.9K - $56.5K
|
30.1K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
544K+ 28.35% |
$27.1M - $29M
|
2.46M
$131M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.3K+ 4.91% |
$64.5K - $68.9K
|
27.7K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-184- 0.59% |
$9.16K - $9.79K
|
30.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 5.71% |
$3.79M - $4.05M
|
1.41M
$75M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.1K+ 6.12% |
$54.8K - $58.5K
|
19.1K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.8K+ 55.59% |
$636K - $680K
|
35.8K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$49.8 - $53.2
|
8.9K
$474K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
512+ 6.95% |
$25.5K - $27.2K
|
7.88K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101K+ 11.89% |
$5.01M - $5.36M
|
948K
$50.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86New |
$4.28K - $4.57K
|
86
$4.58K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
500+ 3.72% |
$24.9K - $26.6K
|
13.9K
$743K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 4.87% |
$680K - $727K
|
294K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-400- 0.88% |
$19.9K - $21.3K
|
45K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.61K+ 3.01% |
$329K - $352K
|
226K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138K- 95.67% |
$6.85M - $7.32M
|
6.24K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.09K+ 53.97% |
$154K - $164K
|
8.81K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-296- 3.15% |
$14.7K - $15.7K
|
9.1K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.04% |
$99.6 - $106
|
4.51K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-149- 74.5% |
$7.42K - $7.93K
|
51
$2.72K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 1.03% |
$90.9K - $97.1K
|
176K
$9.37M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.34K+ 2.35% |
$66.8K - $71.3K
|
58.4K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-791- 9.62% |
$39.4K - $42.1K
|
7.43K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-578- 0.63% |
$28.8K - $30.7K
|
91.1K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-85.6K- 22.37% |
$4.26M - $4.56M
|
297K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-20.4K- 22.27% |
$1.02M - $1.09M
|
71.3K
$3.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 2.78% |
$65.5K - $70K
|
48.6K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-6.05K- 8.24% |
$301K - $322K
|
67.3K
$3.59M
|