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 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7- 0.11% |
$365 - $387
|
6.33K
$347K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-206- 3.09% |
$10.7K - $11.4K
|
6.46K
$354K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.11K- 3.18% |
$110K - $117K
|
64.4K
$3.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
787+ 7.56% |
$41K - $43.5K
|
11.2K
$614K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.25K+ 3.35% |
$221K - $235K
|
131K
$7.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-731- 2.47% |
$38.1K - $40.4K
|
28.8K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.04K+ 14.9% |
$54.4K - $57.8K
|
8.05K
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-210- 0.74% |
$10.9K - $11.6K
|
28.1K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
67+ 1.27% |
$3.49K - $3.71K
|
5.35K
$293K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319K+ 32.37% |
$16.6M - $17.7M
|
1.31M
$71.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15.8K- 17.7% |
$825K - $876K
|
73.6K
$4.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-185- 3.61% |
$9.64K - $10.2K
|
4.95K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.99K- 2.14% |
$104K - $110K
|
91.2K
$5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20.9K- 6.62% |
$1.09M - $1.15M
|
294K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-588- 8.98% |
$30.6K - $32.5K
|
5.96K
$327K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.75K+ 8.44% |
$195K - $207K
|
48.2K
$2.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.8K+ 4.21% |
$1.24M - $1.31M
|
588K
$32.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
36+ 0.32% |
$1.88K - $1.99K
|
11.3K
$620K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.67K+ 4.74% |
$348K - $369K
|
148K
$8.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.36K+ 1.51% |
$175K - $186K
|
226K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.69K- 0.58% |
$140K - $149K
|
461K
$25.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.31K+ 3.03% |
$225K - $239K
|
146K
$8.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.3K- 2.4% |
$68K - $72.2K
|
53K
$2.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-114K- 2.72% |
$5.94M - $6.3M
|
4.07M
$223M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-353- 5.6% |
$18.4K - $19.5K
|
5.95K
$326K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
326+ 2.89% |
$17K - $18K
|
11.6K
$636K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4.51K+ 0.95% |
$235K - $249K
|
477K
$26.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-841- 2.18% |
$43.8K - $46.5K
|
37.8K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-4.67K- 15.26% |
$243K - $258K
|
25.9K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-241- 3.12% |
$12.6K - $13.3K
|
7.49K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-962- 2.17% |
$50.1K - $53.2K
|
43.3K
$2.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5.01K- 15.71% |
$261K - $277K
|
26.9K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
437K+ 62.87% |
$22.8M - $24.2M
|
1.13M
$62.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.4K- 1.04% |
$73K - $77.5K
|
134K
$7.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
391New |
$20.4K - $21.6K
|
391
$21.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-26- 0.18% |
$1.36K - $1.44K
|
14.6K
$801K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-75.4K- 10.99% |
$3.93M - $4.17M
|
610K
$33.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 8.14% |
$701K - $744K
|
152K
$8.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.06K- 1.87% |
$55.1K - $58.5K
|
55.4K
$3.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 13.81% |
$1.11M - $1.18M
|
176K
$9.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.91K- 3.2% |
$204K - $216K
|
118K
$6.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.6% |
$156 - $166
|
505
$27.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
120+ 0.35% |
$6.25K - $6.64K
|
34.1K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
12.3K+ 0.76% |
$642K - $681K
|
1.63M
$89.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.26% |
$4.22K - $4.48K
|
6.51K
$357K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-400- 8.0% |
$20.8K - $22.1K
|
4.6K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
95+ 1.12% |
$4.95K - $5.26K
|
8.59K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-388- 25.76% |
$20.2K - $21.5K
|
1.12K
$61.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-859- 5.81% |
$44.8K - $47.5K
|
13.9K
$764K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 9.72% |
$66.2K - $70.3K
|
11.8K
$647K
|