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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30.3K+ 5.89% |
$1.37M - $1.59M
|
545K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
412+ 1.37% |
$18.6K - $21.6K
|
30.5K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.52K+ 54.83% |
$339K - $394K
|
21.2K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
85.3K+ 453.93% |
$3.85M - $4.46M
|
104K
$5.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
247K+ 32.74% |
$11.1M - $12.9M
|
1M
$54.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
5.8KNew |
$261K - $303K
|
5.8K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.18K+ 87.93% |
$189K - $219K
|
8.94K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2K+ 4.25% |
$90K - $104K
|
49K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-709K- 7.9% |
$32M - $37.1M
|
8.27M
$452M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149K+ 12.56% |
$6.74M - $7.82M
|
1.34M
$73.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 398.3% |
$5.87M - $6.81M
|
163K
$8.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-5.2K- 54.74% |
$235K - $272K
|
4.3K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13.1K- 22.34% |
$589K - $684K
|
45.4K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
277K+ 15.12% |
$12.5M - $14.5M
|
2.11M
$115M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.37K+ 5.18% |
$287K - $334K
|
129K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.91K- 17.17% |
$402K - $467K
|
43K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.86K+ 5.88% |
$83.7K - $97.1K
|
33.4K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15K+ 477.18% |
$674K - $782K
|
18.1K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-231- 0.83% |
$10.4K - $12.1K
|
27.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.08K- 3.19% |
$93.9K - $109K
|
63.2K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
20+ 0.35% |
$902 - $1.05K
|
5.81K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.42M+ 99.37% |
$63.8M - $74.1M
|
2.84M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
338K+ 5.5% |
$15.2M - $17.7M
|
6.48M
$354M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
313K+ 11.44% |
$14.1M - $16.4M
|
3.05M
$167M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-68.2K- 42.06% |
$3.08M - $3.57M
|
93.9K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21.6K+ 3.13% |
$976K - $1.13M
|
712K
$38.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-446- 13.42% |
$20.1K - $23.3K
|
2.88K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.62K- 21.17% |
$389K - $451K
|
32.1K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.09K- 52.48% |
$320K - $371K
|
6.42K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54.1K+ 5.71% |
$2.44M - $2.83M
|
1M
$54.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.99K+ 11.59% |
$225K - $261K
|
48K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-62.8K- 2.44% |
$2.83M - $3.28M
|
2.51M
$137M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
17K+ 4.29% |
$769K - $892K
|
415K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-63.1K- 12.23% |
$2.85M - $3.3M
|
453K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-120- 1.05% |
$5.41K - $6.28K
|
11.3K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.8K+ 543.28% |
$2.38M - $2.76M
|
62.5K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
310K+ 24.12% |
$14M - $16.2M
|
1.6M
$87.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.64KNew |
$255K - $295K
|
5.64K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
103+ 0.95% |
$4.65K - $5.39K
|
10.9K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
171+ 1.32% |
$7.71K - $8.95K
|
13.1K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
453K+ 10.75% |
$20.5M - $23.7M
|
4.67M
$255M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 6.14% |
$5.05M - $5.85M
|
1.93M
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.94K+ 21.53% |
$178K - $206K
|
22.2K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
16.4KNew |
$741K - $860K
|
16.4K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.44K+ 4.21% |
$65.1K - $75.6K
|
35.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.7K+ 39.12% |
$1.16M - $1.35M
|
91.6K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.07% |
$90.2 - $105
|
3.02K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
227K+ 764.59% |
$10.3M - $11.9M
|
257K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.1K- 11.34% |
$49.6K - $57.6K
|
8.6K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.35K+ 26.11% |
$60.8K - $70.5K
|
6.51K
$356K
|