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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-949K- 24.49% |
$47.3M - $50.5M
|
2.93M
$156M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.29K+ 80.41% |
$313K - $335K
|
14.1K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-939K- 98.04% |
$46.7M - $49.9M
|
18.8K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-104- 1.33% |
$5.18K - $5.53K
|
7.72K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20.1K+ 3.83% |
$1M - $1.07M
|
547K
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
132K+ 7.42% |
$6.59M - $7.05M
|
1.92M
$102M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.25K+ 1.59% |
$261K - $279K
|
335K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-90- 1.36% |
$4.48K - $4.79K
|
6.51K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
15+ 0.12% |
$747 - $798
|
12.9K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35.1K- 29.16% |
$1.75M - $1.87M
|
85.3K
$4.55M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-569- 33.18% |
$28.3K - $30.3K
|
1.15K
$61.1K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
499K+ 68.48% |
$24.8M - $26.5M
|
1.23M
$65.5M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12.2K+ 1.79% |
$608K - $650K
|
694K
$37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 3.35% |
$69.1M - $73.8M
|
42.8M
$2.28B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
8.2KNew |
$408K - $436K
|
8.2K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 19.88% |
$39.8K - $42.6K
|
4.83K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25.3K+ 54.77% |
$1.26M - $1.35M
|
71.6K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.68K+ 47.36% |
$134K - $143K
|
8.35K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$204K - $218K
|
4.09K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-15.9M- 98.04% |
$790M - $844M
|
317K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.24K - $1.33K
|
14.9K
$796K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.68K- 0.17% |
$183K - $196K
|
2.21M
$118M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-232K- 21.57% |
$11.6M - $12.4M
|
844K
$45M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.51KNew |
$75K - $80.1K
|
1.51K
$80.3K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
347K+ 22.38% |
$17.3M - $18.5M
|
1.9M
$101M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.32K+ 4.11% |
$215K - $230K
|
109K
$5.83M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-153K- 97.28% |
$7.6M - $8.12M
|
4.26K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 0.87% |
$2.79K - $2.98K
|
6.47K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.02K+ 9.86% |
$300K - $320K
|
67.1K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-20.2K- 2.39% |
$1.01M - $1.07M
|
827K
$44.1M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10.3K- 6.52% |
$515K - $550K
|
148K
$7.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
76.3K+ 3.72% |
$3.8M - $4.06M
|
2.13M
$113M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
311+ 0.66% |
$15.5K - $16.5K
|
47.4K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-37.7K- 12.72% |
$1.87M - $2M
|
258K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.5K+ 34.29% |
$174K - $186K
|
13.7K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
401+ 3.34% |
$20K - $21.3K
|
12.4K
$662K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86.8K+ 24.77% |
$4.32M - $4.61M
|
437K
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
377K+ 13.16% |
$18.8M - $20.1M
|
3.25M
$173M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
53.9K+ 18.23% |
$2.68M - $2.87M
|
350K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 2.45% |
$5.67K - $6.06K
|
4.53K
$242K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-443- 1.36% |
$22.1K - $23.6K
|
32.2K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.7K+ 13.66% |
$1.03M - $1.1M
|
172K
$9.18M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.2K+ 30.8% |
$1.8M - $1.93M
|
154K
$8.2M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 6.98% |
$60.7K - $64.9K
|
16.3K
$867K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
274+ 2.7% |
$13.6K - $14.6K
|
10.4K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.13K- 4.28% |
$106K - $113K
|
47.7K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
79.6K+ 36.33% |
$3.96M - $4.23M
|
299K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
449K+ 15.15% |
$22.3M - $23.9M
|
3.41M
$182M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.8K+ 161.06% |
$640K - $683K
|
20.8K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
52KNew |
$2.59M - $2.77M
|
52K
$2.77M
|