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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-82.6K- 91.36% |
$4.11M - $4.39M
|
7.81K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
603+ 10.12% |
$30K - $32.1K
|
6.56K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.68K+ 3.99% |
$83.6K - $89.4K
|
43.8K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
12+ 0.18% |
$597 - $638
|
6.53K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.24K- 4.13% |
$111K - $119K
|
52K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-145- 1.32% |
$7.22K - $7.71K
|
10.8K
$576K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.02% |
$249 - $266
|
27.4K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.35KNew |
$267K - $285K
|
5.35K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 2.35% |
$908K - $971K
|
794K
$42.3M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.1K+ 21.38% |
$453K - $484K
|
51.7K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
403+ 9.05% |
$20.1K - $21.4K
|
4.85K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
27.7K+ 40.36% |
$1.38M - $1.48M
|
96.5K
$5.14M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-9.04K- 40.53% |
$450K - $481K
|
13.3K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
303K+ 2661.14% |
$15.1M - $16.1M
|
314K
$16.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-61- 98.39% |
$3.04K - $3.24K
|
1
$53.3
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
138K+ 24.94% |
$6.86M - $7.33M
|
690K
$36.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.4K+ 746.52% |
$69.5K - $74.3K
|
1.58K
$84.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.89K- 14.05% |
$194K - $207K
|
23.8K
$1.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.94K- 31.06% |
$146K - $156K
|
6.53K
$348K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.66K+ 5.98% |
$182K - $195K
|
64.9K
$3.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
445KNew |
$22.1M - $23.6M
|
445K
$23.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
89K+ 7.19% |
$4.43M - $4.74M
|
1.33M
$70.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-38- 0.64% |
$1.89K - $2.02K
|
5.88K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-359- 7.39% |
$17.9K - $19.1K
|
4.5K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.79K+ 1.74% |
$239K - $255K
|
281K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
961+ 1.32% |
$47.8K - $51.1K
|
73.9K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 34.49% |
$146K - $156K
|
5.56K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.24M+ 7.65% |
$61.5M - $65.7M
|
17.4M
$927M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-19- 47.5% |
$946 - $1.01K
|
21
$1.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
62+ 1.45% |
$3.09K - $3.3K
|
4.33K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9.24KNew |
$460K - $492K
|
9.24K
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.11K- 3.6% |
$55.2K - $59K
|
29.7K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.3K- 20.75% |
$413K - $442K
|
31.7K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49.9K+ 50.87% |
$2.48M - $2.65M
|
148K
$7.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 14.23% |
$783K - $837K
|
126K
$6.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13.9K- 1.02% |
$691K - $739K
|
1.35M
$72.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-689- 98.15% |
$34.3K - $36.6K
|
13
$693
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-934- 2.11% |
$46.5K - $49.7K
|
43.3K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.14K+ 2.02% |
$306K - $327K
|
310K
$16.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 2.49% |
$101K - $108K
|
79.6K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
89.7KNew |
$4.47M - $4.77M
|
89.7K
$4.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-519- 2.56% |
$25.8K - $27.6K
|
19.7K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.8K+ 39.49% |
$89.4K - $95.5K
|
6.34K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
166KNew |
$8.28M - $8.85M
|
166K
$8.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-73- 1.69% |
$3.63K - $3.88K
|
4.24K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.55K+ 3.07% |
$127K - $136K
|
85.6K
$4.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
285+ 1.86% |
$14.2K - $15.2K
|
15.6K
$831K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
97+ 0.28% |
$4.83K - $5.16K
|
34.5K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.02K- 44.44% |
$50.9K - $54.4K
|
1.28K
$68.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-115- 4.7% |
$5.72K - $6.12K
|
2.33K
$124K
|