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 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-103K- 5.42% |
$5.12M - $5.47M
|
1.8M
$95.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.96K- 3.37% |
$197K - $210K
|
113K
$6.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$99.6 - $106
|
13K
$692K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-63.5K- 7.91% |
$3.16M - $3.38M
|
739K
$39.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
185+ 4.47% |
$9.21K - $9.84K
|
4.33K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.28KNew |
$213K - $227K
|
4.28K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2.27K- 2.81% |
$113K - $121K
|
78.3K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17+ 0.25% |
$846 - $904
|
6.79K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
93.5K+ 18.08% |
$4.66M - $4.97M
|
611K
$32.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
4.05K+ 1.8% |
$202K - $215K
|
229K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.8K+ 7.1% |
$538K - $575K
|
163K
$8.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.01K- 1.11% |
$150K - $160K
|
268K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-100- 0.98% |
$4.98K - $5.32K
|
10.1K
$539K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
351+ 0.79% |
$17.5K - $18.7K
|
44.6K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.81K+ 46.03% |
$190K - $203K
|
12.1K
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
285+ 0.24% |
$14.2K - $15.2K
|
121K
$6.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-424- 1.31% |
$21.1K - $22.6K
|
32K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.7K+ 1.78% |
$383K - $410K
|
440K
$23.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
172+ 0.67% |
$8.56K - $9.15K
|
26K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-253K- 25.56% |
$12.6M - $13.4M
|
736K
$39.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-44- 73.33% |
$2.19K - $2.34K
|
16
$853
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
108+ 1.29% |
$5.38K - $5.74K
|
8.46K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 3.04% |
$6.37K - $6.81K
|
4.08K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.53K- 6.65% |
$126K - $135K
|
35.6K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 41.15% |
$19.9K - $21.3K
|
572
$30.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-13.3K- 3.63% |
$662K - $707K
|
353K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-140- 1.78% |
$6.97K - $7.45K
|
7.72K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
9+ 0.08% |
$448 - $479
|
10.9K
$579K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
175+ 3.51% |
$8.71K - $9.31K
|
5.16K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.4K+ 42.13% |
$1.51M - $1.62M
|
103K
$5.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$920K - $983K
|
18.5K
$986K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.05% |
$846 - $904
|
31.2K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-80- 1.07% |
$3.98K - $4.26K
|
7.4K
$394K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$378K - $403K
|
7.59K
$404K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 12.81% |
$81.3K - $86.9K
|
11.1K
$593K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58- 0.98% |
$2.89K - $3.09K
|
5.86K
$312K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
995New |
$49.5K - $52.9K
|
995
$53K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 1.45% |
$59.4K - $63.5K
|
83.6K
$4.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 7.18% |
$3.09K - $3.3K
|
802
$42.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
54.3K+ 33.16% |
$2.7M - $2.89M
|
218K
$11.6M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
250New |
$12.8K - $13.8K
|
250
$13.3K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
530+ 271.79% |
$27.1K - $29.3K
|
725
$38.6K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-451K- 11.6% |
$23M - $24.9M
|
3.43M
$183M
|
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
9.11KNew |
$465K - $504K
|
9.11K
$486K
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-6.1K- 50.0% |
$312K - $337K
|
6.1K
$325K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 0.33% |
$5.82K - $6.3K
|
34.6K
$1.84M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
23.1KNew |
$1.18M - $1.28M
|
23.1K
$1.23M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
694New |
$35.5K - $38.4K
|
694
$37K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-148- 0.24% |
$7.56K - $8.18K
|
62.7K
$3.34M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$4.09K - $4.42K
|
0
$0
|
|