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 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-417- 1.85% |
$20.8K - $22.2K
|
22.1K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.08M+ 32.74% |
$53.9M - $57.6M
|
4.39M
$234M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-419- 7.38% |
$20.9K - $22.3K
|
5.26K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.15K+ 1.23% |
$157K - $167K
|
260K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.54K+ 30.33% |
$76.5K - $81.8K
|
6.61K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
578+ 5.82% |
$28.8K - $30.7K
|
10.5K
$560K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
39New |
$1.94K - $2.07K
|
39
$2.08K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
1.42K+ 0.83% |
$70.4K - $75.3K
|
173K
$9.21M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.28K+ 1545.78% |
$63.9K - $68.2K
|
1.37K
$72.8K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 8.81% |
$996 - $1.06K
|
207
$11K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
11.3K+ 7.78% |
$563K - $601K
|
156K
$8.34M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
19.2K+ 4.79% |
$957K - $1.02M
|
421K
$22.4M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-205- 54.09% |
$10.2K - $10.9K
|
174
$9.28K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
40+ 0.92% |
$1.99K - $2.13K
|
4.38K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
31.3K+ 266.93% |
$1.56M - $1.66M
|
43K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
23.1K+ 12.43% |
$1.15M - $1.23M
|
209K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
19+ 0.12% |
$946 - $1.01K
|
16.5K
$881K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-543K- 11.73% |
$27M - $28.9M
|
4.09M
$218M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
198New |
$9.86K - $10.5K
|
198
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.38KNew |
$168K - $180K
|
3.38K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
48.2K+ 69.09% |
$2.4M - $2.56M
|
118K
$6.29M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-963- 0.67% |
$47.9K - $51.2K
|
142K
$7.58M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 0.14% |
$1.05K - $1.12K
|
14.8K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.6K- 56.7% |
$1.42M - $1.52M
|
21.8K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-497- 8.45% |
$24.7K - $26.4K
|
5.38K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.73KNew |
$335K - $358K
|
6.73K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$303K - $324K
|
6.09K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.19K+ 4.23% |
$59.4K - $63.5K
|
29.4K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-459- 13.14% |
$22.8K - $24.4K
|
3.03K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
519+ 4.43% |
$25.8K - $27.6K
|
12.2K
$653K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.13K- 3.04% |
$305K - $326K
|
196K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
21.4K+ 6.13% |
$1.06M - $1.14M
|
370K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 2.82% |
$195K - $208K
|
135K
$7.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.49K+ 2.29% |
$373K - $398K
|
335K
$17.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.87K+ 3.73% |
$93.2K - $99.6K
|
52.1K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
986+ 1.93% |
$49.1K - $52.4K
|
52.1K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-106K- 6.49% |
$5.3M - $5.66M
|
1.53M
$81.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 10.08% |
$14.9K - $16K
|
3.28K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.36K- 3.31% |
$317K - $338K
|
186K
$9.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-43- 3.09% |
$2.14K - $2.29K
|
1.35K
$72K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-76- 1.12% |
$3.78K - $4.04K
|
6.69K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-4.3K- 13.57% |
$214K - $229K
|
27.4K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
974K+ 30.0% |
$48.5M - $51.8M
|
4.22M
$225M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
734+ 6.54% |
$36.5K - $39K
|
12K
$637K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.18% |
$49.8 - $53.2
|
553
$29.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.62KNew |
$80.6K - $86.2K
|
1.62K
$86.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.16M- 20.44% |
$207M - $221M
|
16.2M
$864M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-125- 0.08% |
$6.22K - $6.65K
|
163K
$8.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 0.05% |
$91K - $97.2K
|
3.44M
$183M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
53.5K+ 1176.57% |
$2.66M - $2.84M
|
58K
$3.09M
|