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 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.5K+ 15.24% |
$474K - $550K
|
79.4K
$4.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-993- 1.53% |
$44.8K - $52K
|
63.9K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.56K- 4.75% |
$115K - $134K
|
51.3K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-524K- 97.73% |
$23.6M - $27.4M
|
12.2K
$649K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.86K- 4.45% |
$219K - $255K
|
105K
$5.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-40.6K- 3.19% |
$1.83M - $2.12M
|
1.23M
$65.6M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.66K- 8.39% |
$120K - $139K
|
29.1K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.08K+ 39.93% |
$48.8K - $56.6K
|
3.79K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
45+ 0.38% |
$2.03K - $2.36K
|
12K
$640K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-90- 46.15% |
$4.06K - $4.71K
|
105
$5.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.35M+ 5.49% |
$106M - $123M
|
45.1M
$2.41B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2K+ 24.39% |
$90.2K - $105K
|
10.2K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.9K+ 21.52% |
$809K - $938K
|
101K
$5.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12KNew |
$186K - $216K
|
4.12K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
415+ 7.24% |
$18.7K - $21.7K
|
6.15K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.7K+ 53.2% |
$392K - $455K
|
25K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.6K+ 15.08% |
$1.02M - $1.18M
|
173K
$9.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-505- 2.56% |
$22.8K - $26.4K
|
19.2K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.77M+ 5144.51% |
$80M - $92.8M
|
1.81M
$96.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
134+ 1.88% |
$6.04K - $7.01K
|
7.27K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.8K+ 6.33% |
$81.2K - $94.2K
|
30.2K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.83K+ 15.75% |
$218K - $253K
|
35.5K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49.2K+ 14.07% |
$2.22M - $2.57M
|
399K
$21.3M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.29% |
$2.48K - $2.88K
|
19K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.39K+ 0.38% |
$62.8K - $72.9K
|
370K
$19.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.3K+ 859.85% |
$555K - $644K
|
13.7K
$733K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-289- 15.08% |
$13K - $15.1K
|
1.63K
$86.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
47+ 0.7% |
$2.12K - $2.46K
|
6.79K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
403+ 9.31% |
$18.2K - $21.1K
|
4.73K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.92K- 6.49% |
$222K - $257K
|
70.9K
$3.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-100- 0.71% |
$4.51K - $5.23K
|
14.1K
$751K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
164+ 15.2% |
$7.4K - $8.58K
|
1.24K
$66.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1+ 0.38% |
$45.1 - $52.3
|
263
$14K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.2KNew |
$506K - $587K
|
11.2K
$598K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
250New |
$11.3K - $13.1K
|
250
$13.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.22K- 2.41% |
$55.2K - $64.1K
|
49.6K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-537K- 39.72% |
$24.2M - $28.1M
|
816K
$43.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.66% |
$47.1K - $54.6K
|
27.5K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.58K+ 70.88% |
$207K - $240K
|
11K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
922+ 8.05% |
$41.6K - $48.3K
|
12.4K
$660K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-912- 2.08% |
$41.1K - $47.7K
|
42.9K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
250KNew |
$11.3M - $13.1M
|
250K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-978- 1.41% |
$44.1K - $51.2K
|
68.2K
$3.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-27.6K- 11.89% |
$1.25M - $1.45M
|
205K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.63KNew |
$209K - $242K
|
4.63K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.8K- 7.38% |
$533K - $619K
|
148K
$7.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
32.8KNew |
$1.48M - $1.72M
|
32.8K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-518- 6.94% |
$23.4K - $27.1K
|
6.95K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
197+ 579.41% |
$8.89K - $10.3K
|
231
$12.3K
|