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 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.17K- 12.69% |
$278K - $323K
|
42.4K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-27.9K- 48.12% |
$1.26M - $1.46M
|
30.1K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.18% |
$45.1 - $52.3
|
554
$30.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.9K+ 8.6% |
$2.93M - $3.4M
|
820K
$44.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-9- 0.02% |
$406 - $471
|
54.1K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 1.63% |
$22.6K - $26.2K
|
30.3K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-546K- 53.74% |
$24.6M - $28.6M
|
470K
$25.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-38.5K- 4.65% |
$1.74M - $2.01M
|
788K
$43.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.86K- 8.05% |
$83.9K - $97.4K
|
21.3K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-30.1K- 10.42% |
$1.36M - $1.58M
|
259K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06K+ 2.98% |
$47.9K - $55.6K
|
36.6K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
892+ 8.49% |
$40.2K - $46.7K
|
11.4K
$623K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-14.4K- 32.63% |
$652K - $756K
|
29.8K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-43.2K- 3.25% |
$1.95M - $2.26M
|
1.28M
$70.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-725- 6.57% |
$32.7K - $37.9K
|
10.3K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 1.21% |
$3.52K - $4.08K
|
6.36K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
115K+ 26.17% |
$5.19M - $6.03M
|
555K
$30.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-19- 0.01% |
$857 - $994
|
134K
$7.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
448+ 2.18% |
$20.2K - $23.4K
|
21K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.39KNew |
$243K - $282K
|
5.39K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
163K+ 10064.32% |
$7.35M - $8.53M
|
165K
$9M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30.8KNew |
$1.39M - $1.61M
|
30.8K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-5.09K- 2.65% |
$229K - $266K
|
187K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$266K - $309K
|
5.9K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-12.9K- 10.92% |
$582K - $675K
|
105K
$5.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.4K+ 3.57% |
$243K - $282K
|
157K
$8.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
695+ 1.66% |
$31.4K - $36.4K
|
42.5K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-7.18K- 3.43% |
$324K - $376K
|
202K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.02K- 8.44% |
$136K - $158K
|
32.7K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-2.82K- 23.31% |
$127K - $148K
|
9.27K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
26+ 0.32% |
$1.17K - $1.36K
|
8.26K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.63K+ 8.95% |
$344K - $399K
|
92.9K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.37K- 0.93% |
$107K - $124K
|
251K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
241+ 3.43% |
$10.9K - $12.6K
|
7.27K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.96K+ 26.37% |
$88.4K - $103K
|
9.39K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-375- 60.78% |
$16.9K - $19.6K
|
242
$13.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.13K+ 0.95% |
$186K - $216K
|
441K
$24.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465K+ 14.33% |
$21M - $24.3M
|
3.71M
$203M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.33K+ 1.68% |
$195K - $227K
|
262K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.3K- 4.28% |
$1.32M - $1.53M
|
657K
$35.9M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-592- 0.28% |
$26.7K - $31K
|
212K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.61K+ 69.8% |
$208K - $241K
|
11.2K
$613K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.74K- 30.17% |
$124K - $144K
|
6.35K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
86+ 0.1% |
$3.88K - $4.5K
|
85.2K
$4.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.18K+ 0.45% |
$53.1K - $61.7K
|
261K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.02K+ 7.7% |
$317K - $367K
|
98.2K
$5.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.99K+ 2.11% |
$180K - $209K
|
193K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.31KNew |
$285K - $330K
|
6.31K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22.2K+ 14.95% |
$1M - $1.16M
|
171K
$9.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-114K- 21.17% |
$5.12M - $5.94M
|
423K
$23.1M
|