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
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.22K- 2.41% |
$55.2K - $64.1K
|
49.6K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-537K- 39.72% |
$24.2M - $28.1M
|
816K
$44.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.66% |
$47.1K - $54.6K
|
27.5K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.58K+ 70.88% |
$207K - $240K
|
11K
$604K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
922+ 8.05% |
$41.6K - $48.3K
|
12.4K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-912- 2.08% |
$41.1K - $47.7K
|
42.9K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
250KNew |
$11.3M - $13.1M
|
250K
$13.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-978- 1.41% |
$44.1K - $51.2K
|
68.2K
$3.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-27.6K- 11.89% |
$1.25M - $1.45M
|
205K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.63KNew |
$209K - $242K
|
4.63K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.8K- 7.38% |
$533K - $619K
|
148K
$8.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
32.8KNew |
$1.48M - $1.72M
|
32.8K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-518- 6.94% |
$23.4K - $27.1K
|
6.95K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
197+ 579.41% |
$8.89K - $10.3K
|
231
$12.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
503New |
$22.7K - $26.3K
|
503
$27.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.23K+ 7.18% |
$326K - $378K
|
108K
$5.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.63K- 11.96% |
$119K - $137K
|
19.3K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 0.3% |
$180 - $209
|
1.35K
$73.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12.2KNew |
$549K - $637K
|
12.2K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-486K- 14.26% |
$21.9M - $25.5M
|
2.93M
$160M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
70.8K+ 13.89% |
$3.19M - $3.7M
|
580K
$31.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
283+ 5.49% |
$12.8K - $14.8K
|
5.44K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.13K+ 29.29% |
$367K - $426K
|
35.9K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.9K- 2.92% |
$3.24M - $3.76M
|
2.39M
$131M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.52K+ 18.44% |
$339K - $394K
|
48.3K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.47KNew |
$201K - $234K
|
4.47K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.5K- 20.31% |
$158K - $183K
|
13.7K
$750K
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-191- 0.2% |
$8.62K - $10K
|
97.3K
$5.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.49% |
$45.1 - $52.3
|
207
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39.1K+ 8.48% |
$1.77M - $2.05M
|
501K
$27.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.16K+ 40.93% |
$143K - $165K
|
10.9K
$595K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 0.94% |
$6.77K - $7.85K
|
15.9K
$868K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 0.58% |
$2.26K - $2.62K
|
8.59K
$470K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.54K+ 28.58% |
$115K - $133K
|
11.4K
$625K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
3.72K+ 0.47% |
$168K - $195K
|
800K
$43.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-400- 1.76% |
$18K - $20.9K
|
22.3K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-125- 1.61% |
$5.64K - $6.54K
|
7.63K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11K- 10.56% |
$497K - $577K
|
93.4K
$5.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
654+ 9.34% |
$29.5K - $34.2K
|
7.66K
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.56K+ 24.22% |
$386K - $448K
|
43.9K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
605+ 11.46% |
$27.3K - $31.7K
|
5.88K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-43- 50.0% |
$1.94K - $2.25K
|
43
$2.35K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.63K+ 19.53% |
$73.5K - $85.3K
|
9.98K
$545K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
155+ 0.67% |
$6.99K - $8.11K
|
23.2K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.4K+ 18.77% |
$606K - $703K
|
85K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10K+ 6.14% |
$451K - $524K
|
173K
$9.46M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
27.6K+ 53.39% |
$1.24M - $1.44M
|
79.2K
$4.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
16.4K+ 15.12% |
$740K - $858K
|
125K
$6.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.19K- 27.85% |
$98.7K - $114K
|
5.67K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
77+ 13.32% |
$3.47K - $4.03K
|
655
$35.8K
|