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 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-30- 0.2% |
$1.35K - $1.57K
|
15.1K
$799K
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$468K - $543K
|
10.4K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
277New |
$12.5K - $14.5K
|
277
$14.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7KNew |
$316K - $366K
|
7K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.39K+ 1.93% |
$333K - $387K
|
391K
$20.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 12.92% |
$103K - $119K
|
15.4K
$811K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
39+ 0.49% |
$1.76K - $2.04K
|
7.92K
$418K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.51K+ 4.3% |
$294K - $341K
|
158K
$8.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.6K+ 9.07% |
$883K - $1.02M
|
235K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87.6K- 27.01% |
$3.95M - $4.58M
|
237K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.57K- 2.13% |
$341K - $396K
|
347K
$18.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
60.1K+ 10.26% |
$2.71M - $3.14M
|
645K
$34.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.73% |
$9.43K - $10.9K
|
12.3K
$650K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
78+ 0.49% |
$3.52K - $4.08K
|
16.1K
$851K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-17.8K- 9.28% |
$805K - $934K
|
174K
$9.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.47K- 11.82% |
$156K - $181K
|
25.9K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.31% |
$947 - $1.1K
|
6.84K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.26K+ 138.66% |
$56.8K - $65.9K
|
2.17K
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
231+ 0.25% |
$10.4K - $12.1K
|
93.2K
$4.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
61+ 0.88% |
$2.75K - $3.19K
|
7.01K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
348+ 75.82% |
$15.7K - $18.2K
|
807
$42.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
502New |
$22.6K - $26.3K
|
502
$26.5K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
22.5K+ 4.04% |
$1.01M - $1.18M
|
580K
$30.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
168K+ 45.1% |
$7.58M - $8.79M
|
540K
$28.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.61K+ 4.31% |
$253K - $294K
|
136K
$7.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281K- 26.13% |
$12.7M - $14.7M
|
794K
$41.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.9KNew |
$176K - $204K
|
3.9K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.82KNew |
$308K - $357K
|
6.82K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 4.5% |
$40.6K - $47.1K
|
19.1K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-283- 0.82% |
$12.8K - $14.8K
|
34.3K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.2K+ 17.28% |
$867K - $1.01M
|
130K
$6.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-16.8K- 13.22% |
$756K - $877K
|
110K
$5.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
171+ 1.17% |
$7.71K - $8.95K
|
14.8K
$781K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
345+ 3.32% |
$15.6K - $18.1K
|
10.7K
$566K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.92K+ 3.55% |
$357K - $414K
|
231K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
179K+ 39.13% |
$8.06M - $9.36M
|
636K
$33.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 8.83% |
$205K - $237K
|
46.9K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.19K- 1.56% |
$234K - $272K
|
327K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 3.02% |
$560K - $649K
|
424K
$22.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.78K+ 30.36% |
$261K - $302K
|
24.8K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.19K+ 5.85% |
$98.7K - $115K
|
39.6K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-118- 0.9% |
$5.32K - $6.18K
|
13K
$686K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.44K+ 2.87% |
$245K - $285K
|
195K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.24K- 1.38% |
$191K - $222K
|
302K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-63- 0.56% |
$2.84K - $3.3K
|
11.3K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
137New |
$6.18K - $7.17K
|
137
$7.23K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$45.1 - $52.3
|
5.16K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.09K+ 14.05% |
$49.1K - $57K
|
8.84K
$467K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 16.16% |
$3.61K - $4.19K
|
575
$30.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.72K- 14.61% |
$77.6K - $90K
|
10.1K
$531K
|