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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23+ 0.32% |
$1.2K - $1.27K
|
7.15K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.57K+ 23.95% |
$342K - $364K
|
34K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-438- 16.83% |
$22.8K - $24.2K
|
2.16K
$119K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.1K+ 12.78% |
$1.21M - $1.28M
|
204K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.87K- 2.85% |
$514K - $546K
|
336K
$18.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.96K- 0.16% |
$102K - $108K
|
1.19M
$65.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-2.81K- 9.2% |
$146K - $155K
|
27.7K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-230- 2.9% |
$12K - $12.7K
|
7.7K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57+ 1.0% |
$2.97K - $3.15K
|
5.77K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.48K+ 2.89% |
$76.9K - $81.6K
|
52.5K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.3K- 7.07% |
$67.5K - $71.7K
|
17K
$934K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-803- 2.0% |
$41.9K - $44.4K
|
39.4K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 3.57% |
$156 - $166
|
87
$4.77K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.9K+ 5.57% |
$674K - $715K
|
245K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
61.2K+ 2.96% |
$3.19M - $3.39M
|
2.13M
$117M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.91K+ 0.69% |
$152K - $161K
|
427K
$23.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-6.35K- 2.84% |
$331K - $351K
|
217K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 3.71% |
$908K - $964K
|
487K
$26.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35.2K- 1.99% |
$1.83M - $1.95M
|
1.74M
$95.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1K- 5.33% |
$52.1K - $55.3K
|
17.8K
$974K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.94K- 27.37% |
$101K - $107K
|
5.15K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.22K- 0.29% |
$116K - $123K
|
768K
$42.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
36+ 0.24% |
$1.88K - $1.99K
|
15.3K
$838K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
12.8K+ 3.31% |
$668K - $709K
|
400K
$21.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
799New |
$41.6K - $44.2K
|
799
$43.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.08K+ 2.07% |
$56.3K - $59.8K
|
53.2K
$2.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.48% |
$52.1 - $55.3
|
211
$11.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.35K+ 343.53% |
$174K - $185K
|
4.32K
$237K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.3K- 24.26% |
$2M - $2.12M
|
120K
$6.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.1K+ 6.49% |
$162K - $172K
|
50.9K
$2.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.31K+ 6.44% |
$172K - $183K
|
54.6K
$3M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$521 - $553
|
36.9K
$2.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-848- 0.24% |
$44.2K - $46.9K
|
354K
$19.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-528- 0.62% |
$27.5K - $29.2K
|
84.7K
$4.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-772- 7.18% |
$40.2K - $42.7K
|
9.97K
$547K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.7K+ 5.41% |
$1.29M - $1.37M
|
481K
$26.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
57.5K+ 8.91% |
$3M - $3.18M
|
703K
$38.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-267KClosed |
$13.9M - $14.7M
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 5.86% |
$37.5K - $39.8K
|
11.6K
$634K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.16K- 7.59% |
$112K - $119K
|
26.2K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.52K+ 1.23% |
$288K - $305K
|
454K
$24.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
59.1K+ 55.63% |
$3.08M - $3.27M
|
165K
$9.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
16K+ 5.26% |
$835K - $886K
|
321K
$17.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
278+ 2.95% |
$14.5K - $15.4K
|
9.69K
$531K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.59KNew |
$239K - $254K
|
4.59K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.84K- 4.89% |
$305K - $323K
|
114K
$6.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-82.8K- 5.18% |
$4.31M - $4.58M
|
1.51M
$83M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.73K+ 0.85% |
$194K - $206K
|
443K
$24.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.44K- 14.23% |
$127K - $135K
|
14.7K
$805K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
796New |
$41.5K - $44K
|
796
$43.7K
|