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 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
62.7K+ 8.16% |
$2.83M - $3.28M
|
831K
$43.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.08K+ 1.99% |
$184K - $213K
|
209K
$11M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-66- 1.12% |
$2.98K - $3.45K
|
5.85K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
74.2K+ 5.15% |
$3.35M - $3.88M
|
1.52M
$80.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-177- 3.42% |
$7.98K - $9.26K
|
4.99K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7.02K- 4.94% |
$317K - $367K
|
135K
$7.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
998+ 7.31% |
$45K - $52.2K
|
14.7K
$774K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
157New |
$7.08K - $8.22K
|
157
$8.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.57K- 12.73% |
$70.7K - $82K
|
10.7K
$567K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.44K+ 1.01% |
$155K - $180K
|
344K
$18.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.1K+ 17.81% |
$2.08M - $2.41M
|
305K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
61.1K+ 22.17% |
$2.76M - $3.2M
|
337K
$17.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 22.9% |
$1.3M - $1.51M
|
155K
$8.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-63.5K- 15.19% |
$2.86M - $3.32M
|
355K
$18.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.25K- 7.38% |
$56.3K - $65.3K
|
15.6K
$826K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
36K+ 153.03% |
$1.62M - $1.88M
|
59.5K
$3.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
515+ 4681.82% |
$23.2K - $27K
|
526
$27.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
922K+ 26.08% |
$41.6M - $48.3M
|
4.46M
$235M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12.7K+ 9.8% |
$572K - $664K
|
142K
$7.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.48K+ 0.92% |
$112K - $130K
|
272K
$14.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 9.08% |
$318K - $369K
|
84.7K
$4.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11K+ 9.03% |
$497K - $577K
|
133K
$7.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.58KNew |
$387K - $449K
|
8.58K
$453K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
695KNew |
$31.4M - $36.4M
|
695K
$36.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
275+ 2.22% |
$12.4K - $14.4K
|
12.6K
$668K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 0.1% |
$2.3K - $2.67K
|
53.7K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.7K- 58.58% |
$1.3M - $1.5M
|
20.3K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.63K- 20.92% |
$164K - $190K
|
13.7K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
214+ 3.44% |
$9.65K - $11.2K
|
6.43K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-38.6K- 7.11% |
$1.74M - $2.02M
|
504K
$26.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.74K+ 2.01% |
$78.6K - $91.2K
|
88.3K
$4.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
406KNew |
$18.3M - $21.2M
|
406K
$21.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
23.7KNew |
$1.07M - $1.24M
|
23.7K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.61KNew |
$208K - $241K
|
4.61K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.47% |
$2.84K - $3.3K
|
13.5K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.08KNew |
$184K - $213K
|
4.08K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6+ 0.11% |
$271 - $314
|
5.66K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.59K- 1.76% |
$433K - $502K
|
536K
$28.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$464K - $539K
|
10.3K
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
853+ 1.57% |
$38.5K - $44.6K
|
55.2K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.04K- 0.5% |
$91.9K - $107K
|
403K
$21.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 174.43% |
$1.03M - $1.2M
|
36.1K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-670- 3.05% |
$30.2K - $35.1K
|
21.3K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.57K- 8.48% |
$161K - $187K
|
38.6K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-197K- 41.17% |
$8.89M - $10.3M
|
282K
$14.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.3K+ 209.15% |
$1.05M - $1.22M
|
34.4K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.02K+ 86.22% |
$181K - $210K
|
8.67K
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.69K+ 4.7% |
$437K - $507K
|
216K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.47K- 10.28% |
$292K - $339K
|
56.4K
$2.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.77K- 92.48% |
$170K - $197K
|
306
$16.2K
|