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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27K- 12.0% |
$1.34M - $1.44M
|
198K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.5K- 5.14% |
$872K - $932K
|
323K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-244- 2.53% |
$12.1K - $13K
|
9.38K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
261+ 5.76% |
$13K - $13.9K
|
4.8K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.53K+ 7.09% |
$76.2K - $81.4K
|
23.1K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
500New |
$24.9K - $26.6K
|
500
$26.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-3.5K- 17.84% |
$174K - $186K
|
16.1K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 12.88% |
$57.5K - $61.5K
|
10.1K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
18.1K+ 388.6% |
$900K - $961K
|
22.7K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
12.3K+ 9.57% |
$611K - $653K
|
141K
$7.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.77KNew |
$138K - $147K
|
2.77K
$148K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$49.8 - $53.2
|
24.7K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
356K+ 8.58% |
$17.7M - $18.9M
|
4.5M
$240M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-200- 3.77% |
$9.96K - $10.6K
|
5.1K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
2.98K+ 0.87% |
$148K - $159K
|
346K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-84- 0.68% |
$4.18K - $4.47K
|
12.3K
$653K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-50- 0.87% |
$2.49K - $2.66K
|
5.68K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
12.4K+ 5.08% |
$615K - $658K
|
256K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
57.2K+ 111.77% |
$2.85M - $3.04M
|
108K
$5.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.01K+ 3.7% |
$100K - $107K
|
56.4K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.58K- 16.05% |
$129K - $137K
|
13.5K
$720K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9.2K+ 8.14% |
$458K - $489K
|
122K
$6.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-336- 6.2% |
$16.7K - $17.9K
|
5.08K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.62K- 1.27% |
$230K - $245K
|
360K
$19.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.93KNew |
$444K - $475K
|
8.93K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
63.5KNew |
$3.16M - $3.38M
|
63.5K
$3.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
135New |
$6.72K - $7.18K
|
135
$7.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.35K- 11.38% |
$67.4K - $72K
|
10.5K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.74K+ 1.31% |
$236K - $252K
|
366K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
15.5K+ 15.21% |
$773K - $826K
|
118K
$6.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.9K+ 52.91% |
$2.58M - $2.76M
|
150K
$8M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.68K+ 89.29% |
$332K - $355K
|
14.2K
$755K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.25K- 2.83% |
$62.2K - $66.5K
|
43K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.3K- 17.91% |
$64.8K - $69.2K
|
5.96K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
9.64K+ 10.27% |
$480K - $513K
|
104K
$5.52M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-113- 32.19% |
$5.63K - $6.01K
|
238
$12.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-509- 2.05% |
$25.3K - $27.1K
|
24.4K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-15.2K- 4.69% |
$757K - $809K
|
309K
$16.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
88.9K+ 373.28% |
$4.43M - $4.73M
|
113K
$6.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
56.9K+ 12.56% |
$2.83M - $3.02M
|
510K
$27.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5.38K- 12.96% |
$268K - $286K
|
36.1K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16K- 40.31% |
$798K - $853K
|
23.7K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
85.8K+ 35.88% |
$4.27M - $4.56M
|
325K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.8K+ 22.13% |
$637K - $680K
|
70.6K
$3.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-62- 2.45% |
$3.09K - $3.3K
|
2.47K
$132K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-59- 5.35% |
$2.94K - $3.14K
|
1.04K
$55.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
44+ 0.12% |
$2.19K - $2.34K
|
38.1K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-61.2K- 39.33% |
$3.05M - $3.26M
|
94.4K
$5.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35.5K+ 49.2% |
$1.76M - $1.89M
|
108K
$5.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
181New |
$9.01K - $9.63K
|
181
$9.65K
|