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 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.68K+ 3.44% |
$211K - $245K
|
141K
$7.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-63- 1.01% |
$2.84K - $3.3K
|
6.19K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.04K- 6.89% |
$47K - $54.5K
|
14.1K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.3K- 3.31% |
$2.27M - $2.63M
|
1.47M
$77.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 2.01% |
$550K - $638K
|
619K
$32.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 0.35% |
$947 - $1.1K
|
6.01K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-24.3K- 8.74% |
$1.1M - $1.27M
|
254K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.2K- 10.5% |
$234K - $272K
|
44.3K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-918- 0.35% |
$41.4K - $48K
|
263K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 0.49% |
$361 - $419
|
1.63K
$86K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61K+ 29.3% |
$72.6K - $84.2K
|
7.1K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.54K+ 24.96% |
$431K - $500K
|
47.8K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
35.1K+ 16.8% |
$1.58M - $1.84M
|
244K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.13K+ 25.87% |
$412K - $478K
|
44.4K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.89K+ 2.84% |
$220K - $256K
|
177K
$9.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.01% |
$226 - $262
|
42.2K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5+ 0.08% |
$226 - $262
|
6.36K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-1.79K- 12.29% |
$80.8K - $93.7K
|
12.8K
$675K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2.86K+ 1.94% |
$129K - $150K
|
151K
$7.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
62K+ 23.07% |
$2.8M - $3.25M
|
331K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.57% |
$180 - $209
|
701
$37K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
644+ 4.14% |
$29.1K - $33.7K
|
16.2K
$856K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36K- 6.59% |
$1.62M - $1.88M
|
511K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.13K+ 72.19% |
$231K - $268K
|
12.2K
$646K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.6KNew |
$117K - $136K
|
2.6K
$137K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 3.51% |
$3.15M - $3.66M
|
2.06M
$109M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
28.8K+ 26.27% |
$1.3M - $1.51M
|
139K
$7.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46.3K+ 2.69% |
$2.09M - $2.42M
|
1.77M
$93.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 11.15% |
$370K - $429K
|
65.3K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 0.1% |
$586 - $680
|
13.1K
$690K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-79.3K- 42.21% |
$3.58M - $4.15M
|
109K
$5.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.52K+ 7.61% |
$339K - $393K
|
106K
$5.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.22K- 86.58% |
$55K - $63.8K
|
189
$9.98K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.9K+ 3.26% |
$674K - $782K
|
473K
$25M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 0.03% |
$586 - $680
|
40.3K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
56+ 0.72% |
$2.53K - $2.93K
|
7.86K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.77K+ 5.03% |
$351K - $407K
|
162K
$8.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.51K+ 3.25% |
$68.3K - $79.2K
|
48.1K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
290New |
$13.1K - $15.2K
|
290
$15.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117New |
$5.28K - $6.12K
|
117
$6.18K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.88K- 36.26% |
$446K - $517K
|
17.4K
$917K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
29+ 0.06% |
$1.31K - $1.52K
|
51.8K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.46K- 26.13% |
$65.7K - $76.3K
|
4.12K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.03K- 3.32% |
$91.7K - $106K
|
59.2K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
179+ 2.57% |
$8.07K - $9.37K
|
7.13K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-206- 0.63% |
$9.29K - $10.8K
|
32.4K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.84K+ 2.74% |
$128K - $149K
|
107K
$5.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.04K+ 2.03% |
$92.1K - $107K
|
103K
$5.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.38K+ 7.05% |
$152K - $177K
|
51.3K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 7.38% |
$586K - $680K
|
163K
$8.62M
|