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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-741- 10.76% |
$38.6K - $41K
|
6.14K
$345K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.2K+ 261.06% |
$532K - $565K
|
14.1K
$793K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.21K- 6.85% |
$167K - $177K
|
43.6K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.53K+ 0.22% |
$79.7K - $84.7K
|
700K
$39.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-20.2K- 7.53% |
$1.05M - $1.12M
|
248K
$13.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14.8K- 2.88% |
$771K - $818K
|
499K
$28.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-21K- 2.66% |
$1.09M - $1.16M
|
768K
$43.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.07% |
$156 - $166
|
284
$16K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-31.5K- 3.17% |
$1.64M - $1.74M
|
964K
$54.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22.2K+ 12.15% |
$1.16M - $1.23M
|
205K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
64.8K+ 11.18% |
$3.38M - $3.59M
|
645K
$36.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.2K+ 7.65% |
$950K - $1.01M
|
257K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 25.3% |
$1.02M - $1.08M
|
57.7K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-131K- 21.67% |
$6.84M - $7.26M
|
474K
$26.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 6.43% |
$53.2K - $56.5K
|
14.9K
$834K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 7.7% |
$55.2K - $58.6K
|
14.8K
$833K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.03KNew |
$53.7K - $57K
|
1.03K
$57.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.2K+ 6.43% |
$584K - $620K
|
186K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.5K+ 10.17% |
$706K - $749K
|
147K
$8.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-559- 4.16% |
$29.1K - $30.9K
|
12.9K
$724K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.44K+ 6.45% |
$127K - $135K
|
40.2K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
28.6K+ 4.31% |
$1.49M - $1.58M
|
691K
$38.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.81K+ 19.49% |
$303K - $322K
|
35.6K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
142K+ 3.19% |
$7.4M - $7.85M
|
4.6M
$258M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
66+ 0.45% |
$3.44K - $3.65K
|
14.8K
$830K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.68K- 1.97% |
$87.3K - $92.7K
|
83.3K
$4.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.17K+ 5.06% |
$426K - $452K
|
169K
$9.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.81KNew |
$199K - $211K
|
3.81K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14.1K+ 79.35% |
$736K - $782K
|
31.9K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.48% |
$52.1 - $55.3
|
208
$11.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
950+ 2.64% |
$49.5K - $52.6K
|
37K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
34+ 0.46% |
$1.77K - $1.88K
|
7.45K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.65K- 8.34% |
$190K - $202K
|
40.1K
$2.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.2K+ 6.2% |
$62.5K - $66.4K
|
20.5K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
131+ 2.99% |
$6.83K - $7.25K
|
4.52K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
544K+ 12.98% |
$28.3M - $30.1M
|
4.73M
$266M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.73KNew |
$246K - $262K
|
4.73K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.39K- 0.42% |
$72.6K - $77.1K
|
330K
$18.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
394+ 5.02% |
$20.5K - $21.8K
|
8.25K
$463K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-5.4K- 9.67% |
$282K - $299K
|
50.5K
$2.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.2K+ 22.71% |
$427K - $453K
|
44.3K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17.6K+ 4.66% |
$918K - $975K
|
395K
$22.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 32.24% |
$170K - $180K
|
6.85K
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30+ 0.32% |
$1.56K - $1.66K
|
9.5K
$534K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35K+ 5.85% |
$122K - $130K
|
42.5K
$2.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.36K- 4.25% |
$227K - $241K
|
98.1K
$5.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
350+ 7.84% |
$18.2K - $19.4K
|
4.82K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-241- 1.9% |
$12.6K - $13.3K
|
12.5K
$699K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
117+ 1.45% |
$6.1K - $6.47K
|
8.18K
$460K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-64- 6.02% |
$3.34K - $3.54K
|
999
$56.1K
|
|