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 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 0.37% |
$2.44K - $2.83K
|
14.8K
$811K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-17.3M- 99.68% |
$781M - $907M
|
55.9K
$3.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
560+ 208.96% |
$25.3K - $29.3K
|
828
$45.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
32+ 0.06% |
$1.44K - $1.67K
|
52.2K
$2.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-32.7K- 3.87% |
$1.47M - $1.71M
|
812K
$44.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-49- 1.52% |
$2.21K - $2.56K
|
3.18K
$174K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-392- 2.41% |
$17.7K - $20.5K
|
15.9K
$868K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.22K+ 40.92% |
$326K - $378K
|
24.9K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.89K+ 3.71% |
$311K - $360K
|
193K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-30.9K- 30.08% |
$1.39M - $1.62M
|
71.7K
$3.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
450+ 3.23% |
$20.3K - $23.6K
|
14.4K
$786K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
51.4K+ 8.42% |
$2.32M - $2.69M
|
662K
$36.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-169- 3.01% |
$7.62K - $8.85K
|
5.45K
$298K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-49.6K- 55.25% |
$2.24M - $2.59M
|
40.1K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.48K+ 2.56% |
$112K - $130K
|
99.2K
$5.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$101K - $117K
|
2.24K
$122K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.71K+ 5.95% |
$303K - $351K
|
119K
$6.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
8+ 0.03% |
$361 - $419
|
23K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-90- 0.12% |
$4.06K - $4.71K
|
73.8K
$4.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.05K- 5.08% |
$92.5K - $107K
|
38.3K
$2.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33+ 0.58% |
$1.49K - $1.73K
|
5.71K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.78K+ 10.75% |
$80.3K - $93.1K
|
18.3K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.24K+ 9.52% |
$55.7K - $64.6K
|
14.2K
$777K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.63K+ 5.89% |
$119K - $138K
|
47.3K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
13.2K+ 22.07% |
$595K - $691K
|
73K
$3.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
10.1KNew |
$456K - $529K
|
10.1K
$552K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
506+ 9.79% |
$22.8K - $26.5K
|
5.67K
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12.8K- 46.71% |
$577K - $669K
|
14.6K
$797K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 8.62% |
$771K - $894K
|
181K
$9.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
177K+ 60.16% |
$7.98M - $9.26M
|
471K
$25.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-85.4K- 27.65% |
$3.85M - $4.47M
|
224K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
103K+ 2.51% |
$4.63M - $5.37M
|
4.19M
$229M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.83K- 6.56% |
$82.3K - $95.5K
|
26K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
9.07KNew |
$409K - $475K
|
9.07K
$496K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
125New |
$5.64K - $6.54K
|
125
$6.83K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
258+ 0.94% |
$11.6K - $13.5K
|
27.6K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-752- 4.52% |
$33.9K - $39.4K
|
15.9K
$868K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
9.73KNew |
$439K - $509K
|
9.73K
$532K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
96.7K+ 26.84% |
$4.36M - $5.06M
|
457K
$25M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-376- 5.09% |
$17K - $19.7K
|
7.01K
$383K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.26K- 2.79% |
$56.6K - $65.7K
|
43.7K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-142- 1.73% |
$6.41K - $7.43K
|
8.07K
$441K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
223+ 2.06% |
$10.1K - $11.7K
|
11K
$603K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.15K- 94.68% |
$187K - $217K
|
233
$12.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
178+ 3.45% |
$8.03K - $9.32K
|
5.33K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-24.4K- 37.31% |
$1.1M - $1.27M
|
40.9K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-473- 1.59% |
$21.3K - $24.8K
|
29.3K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.13% |
$316 - $366
|
5.26K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.26KNew |
$237K - $276K
|
5.26K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
181K+ 4.06% |
$8.14M - $9.45M
|
4.63M
$253M
|