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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-321K- 7.12% |
$14.5M - $16.8M
|
4.18M
$229M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.21% |
$496 - $576
|
5.17K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.25K+ 1.52% |
$102K - $118K
|
151K
$8.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
112+ 0.53% |
$5.05K - $5.86K
|
21.3K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-16K- 46.27% |
$722K - $838K
|
18.6K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
32+ 0.34% |
$1.44K - $1.67K
|
9.47K
$518K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
64.1K+ 5.67% |
$2.89M - $3.36M
|
1.2M
$65.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.76K+ 52.2% |
$214K - $249K
|
13.9K
$758K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
27.3K+ 6.48% |
$1.23M - $1.43M
|
448K
$24.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12.1K+ 5.33% |
$544K - $631K
|
238K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
143+ 1.29% |
$6.45K - $7.48K
|
11.3K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-7.2K- 2.04% |
$325K - $377K
|
346K
$18.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.96K- 19.28% |
$314K - $364K
|
29.1K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.96K+ 3.07% |
$133K - $155K
|
99.4K
$5.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.3K- 2.57% |
$375K - $435K
|
315K
$17.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-254- 3.1% |
$11.5K - $13.3K
|
7.93K
$433K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.85KNew |
$219K - $254K
|
4.85K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.46K- 2.89% |
$156K - $181K
|
116K
$6.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-725- 7.15% |
$32.7K - $37.9K
|
9.41K
$514K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 2.95% |
$179K - $208K
|
139K
$7.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
16.5K+ 4.59% |
$745K - $865K
|
376K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
296+ 5.27% |
$13.4K - $15.5K
|
5.92K
$323K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
210New |
$9.47K - $11K
|
210
$11.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
623+ 10.96% |
$28.1K - $32.6K
|
6.31K
$345K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.69K+ 29.86% |
$392K - $455K
|
37.8K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
103+ 2.07% |
$4.65K - $5.39K
|
5.09K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-14.1K- 13.66% |
$638K - $740K
|
89.4K
$4.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
453+ 4.06% |
$20.4K - $23.7K
|
11.6K
$635K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
872+ 0.65% |
$39.3K - $45.6K
|
136K
$7.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.1K- 7.8% |
$1.18M - $1.37M
|
309K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
26.6K+ 17.97% |
$1.2M - $1.39M
|
174K
$9.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
37+ 0.24% |
$1.67K - $1.94K
|
15.2K
$833K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.28K- 13.98% |
$328K - $381K
|
44.8K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
16.9K+ 4.57% |
$764K - $886K
|
387K
$21.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-135K- 7.03% |
$6.08M - $7.05M
|
1.78M
$97.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.74K+ 0.77% |
$169K - $196K
|
488K
$26.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
165K+ 3.9% |
$7.43M - $8.62M
|
4.38M
$240M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
355+ 0.33% |
$16K - $18.6K
|
108K
$5.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.18K- 0.05% |
$53K - $61.5K
|
2.21M
$121M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.16K- 10.9% |
$188K - $218K
|
34K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.7KNew |
$257K - $298K
|
5.7K
$312K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-134- 2.93% |
$6.04K - $7.01K
|
4.43K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
13.6K+ 120.87% |
$613K - $712K
|
24.8K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.31K+ 23.39% |
$149K - $173K
|
17.5K
$955K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
4.26K+ 0.61% |
$192K - $223K
|
698K
$38.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.84K+ 12.52% |
$399K - $463K
|
79.4K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.35K+ 7.36% |
$60.7K - $70.4K
|
19.6K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-620- 1.69% |
$28K - $32.5K
|
36.1K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
4.07KNew |
$184K - $213K
|
4.07K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
22.9K+ 10.93% |
$1.03M - $1.2M
|
232K
$12.7M
|