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 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
768+ 4.9% |
$40K - $42.5K
|
16.4K
$902K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.76% |
$2.03K - $2.16K
|
5.2K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
55.7K+ 3.68% |
$2.9M - $3.08M
|
1.57M
$86.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.32K- 5.08% |
$68.8K - $73K
|
24.7K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
64+ 0.19% |
$3.34K - $3.54K
|
34K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18.4K- 1.17% |
$960K - $1.02M
|
1.55M
$85.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.5K- 3.51% |
$756K - $803K
|
398K
$21.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.9K- 1.86% |
$776K - $823K
|
785K
$43M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.21K+ 9.05% |
$220K - $233K
|
50.8K
$2.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
70K+ 24.99% |
$3.65M - $3.87M
|
350K
$19.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.66K+ 12.16% |
$503K - $534K
|
89.1K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.65KNew |
$190K - $202K
|
3.65K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.45K- 1.63% |
$128K - $136K
|
148K
$8.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-345- 2.57% |
$18K - $19.1K
|
13.1K
$718K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-30.4K- 8.11% |
$1.59M - $1.68M
|
345K
$18.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.89K- 4.31% |
$98.2K - $104K
|
41.8K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.26K+ 1.44% |
$118K - $125K
|
159K
$8.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.01K- 21.85% |
$157K - $167K
|
10.8K
$591K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.98K- 22.89% |
$207K - $220K
|
13.4K
$734K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
6.46K+ 3.98% |
$337K - $358K
|
169K
$9.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-95- 1.36% |
$4.95K - $5.26K
|
6.91K
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-34.4K- 14.4% |
$1.79M - $1.9M
|
204K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.05K- 0.91% |
$315K - $335K
|
655K
$35.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
155+ 1.46% |
$8.08K - $8.58K
|
10.8K
$591K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-564- 0.41% |
$29.4K - $31.2K
|
138K
$7.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-924- 13.01% |
$48.2K - $51.1K
|
6.18K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.02K+ 24.71% |
$53.1K - $56.3K
|
5.14K
$282K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.72K+ 7.06% |
$194K - $206K
|
56.4K
$3.09M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-175- 0.54% |
$9.12K - $9.68K
|
32.3K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
42.9KNew |
$2.23M - $2.37M
|
42.9K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-38- 0.02% |
$1.98K - $2.1K
|
221K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-702- 5.74% |
$36.6K - $38.8K
|
11.5K
$632K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.47K+ 0.7% |
$76.5K - $81.2K
|
210K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-949- 1.44% |
$49.5K - $52.5K
|
64.8K
$3.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.5K+ 294.34% |
$1.33M - $1.41M
|
34.2K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $207K
|
3.74K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
420+ 1.69% |
$21.9K - $23.2K
|
25.2K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-709- 1.09% |
$37K - $39.2K
|
64.6K
$3.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.8K- 11.53% |
$94K - $99.8K
|
13.8K
$759K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
320+ 2.6% |
$16.7K - $17.7K
|
12.6K
$693K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-757- 3.28% |
$39.5K - $41.9K
|
22.4K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.23KNew |
$429K - $456K
|
8.23K
$452K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.09K- 1.35% |
$109K - $115K
|
152K
$8.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.05K- 4.2% |
$472K - $501K
|
207K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.55K- 0.83% |
$80.9K - $85.9K
|
186K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 2.04% |
$369K - $392K
|
340K
$18.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-431- 14.98% |
$22.5K - $23.8K
|
2.45K
$134K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.46K+ 107.68% |
$76K - $80.7K
|
2.81K
$154K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.86K- 61.67% |
$305K - $324K
|
3.64K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.64K+ 3.66% |
$189K - $201K
|
103K
$5.65M
|