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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.15K- 10.0% |
$142K - $165K
|
28.4K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
30.6K+ 64.78% |
$1.38M - $1.6M
|
77.8K
$4.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-63.2K- 44.42% |
$2.85M - $3.31M
|
79.1K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-456- 0.06% |
$20.6K - $23.9K
|
789K
$43.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
30.6KNew |
$1.38M - $1.6M
|
30.6K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
346K+ 22.55% |
$15.6M - $18.1M
|
1.88M
$103M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.35K+ 1.55% |
$196K - $228K
|
285K
$15.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-51.1K- 98.3% |
$2.31M - $2.68M
|
887
$48.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.62K- 16.01% |
$73K - $84.7K
|
8.49K
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
93+ 0.74% |
$4.2K - $4.87K
|
12.7K
$694K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-8.24K- 2.38% |
$372K - $431K
|
338K
$18.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
150K+ 46.17% |
$6.77M - $7.85M
|
475K
$26M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.04K+ 3.28% |
$317K - $368K
|
222K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-496- 1.54% |
$22.4K - $26K
|
31.7K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.09% |
$180 - $209
|
4.51K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
494+ 1.54% |
$22.3K - $25.9K
|
32.5K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-12.7K- 20.02% |
$573K - $665K
|
50.8K
$2.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
64K+ 10.72% |
$2.89M - $3.35M
|
661K
$36.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.99KNew |
$180K - $209K
|
3.99K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.1K+ 14.01% |
$140K - $162K
|
25.2K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
9.35K+ 7.94% |
$422K - $489K
|
127K
$6.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.22KNew |
$371K - $430K
|
8.22K
$449K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
190K+ 3.78% |
$8.56M - $9.93M
|
5.21M
$285M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
67+ 0.75% |
$3.02K - $3.51K
|
9K
$492K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-232K- 18.9% |
$10.5M - $12.1M
|
996K
$54.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.93K+ 2.87% |
$86.8K - $101K
|
69K
$3.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
21.1KNew |
$954K - $1.11M
|
21.1K
$1.16M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
142K+ 7.22% |
$6.39M - $7.42M
|
2.1M
$115M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-69- 0.8% |
$3.11K - $3.61K
|
8.53K
$466K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-5.9K- 44.47% |
$266K - $309K
|
7.37K
$403K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
183New |
$8.26K - $9.58K
|
183
$10K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-48- 0.07% |
$2.17K - $2.51K
|
65.7K
$3.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 3.75% |
$1.56M - $1.81M
|
957K
$52.3M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
168New |
$7.58K - $8.79K
|
168
$9.18K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.83K+ 3.09% |
$218K - $253K
|
161K
$8.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-676- 4.2% |
$30.5K - $35.4K
|
15.4K
$843K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-999- 11.28% |
$45.1K - $52.3K
|
7.85K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-39- 25.32% |
$1.76K - $2.04K
|
115
$6.29K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-291- 2.12% |
$13.1K - $15.2K
|
13.4K
$735K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-9K- 17.06% |
$406K - $471K
|
43.8K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.06K- 0.85% |
$47.6K - $55.3K
|
123K
$6.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
152+ 15200.0% |
$6.86K - $7.96K
|
153
$8.36K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
17.5K+ 8.02% |
$789K - $916K
|
236K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.5K+ 274950.0% |
$248K - $288K
|
5.5K
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.15K- 14.68% |
$51.7K - $60K
|
6.67K
$364K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 2.02% |
$479K - $555K
|
514K
$28.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 4.38% |
$947 - $1.1K
|
501
$27.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-84- 7.33% |
$3.79K - $4.4K
|
1.06K
$58K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
32.8K+ 21.85% |
$1.48M - $1.72M
|
183K
$10M
|