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 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
1.64K+ 3.58% |
$74.2K - $86K
|
47.6K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-122- 1.87% |
$5.5K - $6.39K
|
6.4K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.03K- 2.58% |
$362K - $420K
|
303K
$16.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-44- 0.55% |
$1.98K - $2.3K
|
8K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-368- 3.92% |
$16.6K - $19.3K
|
9.02K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.83K- 27.83% |
$398K - $462K
|
22.9K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.79K- 11.75% |
$126K - $146K
|
21K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-559- 7.09% |
$25.2K - $29.3K
|
7.32K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-17- 0.25% |
$767 - $890
|
6.77K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.7K+ 7.11% |
$799K - $927K
|
267K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.4K- 88.57% |
$63.2K - $73.4K
|
181
$9.89K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16+ 0.4% |
$722 - $837
|
4.04K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.23K- 23.49% |
$55.4K - $64.3K
|
4K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
39.7K+ 113.52% |
$1.79M - $2.08M
|
74.6K
$4.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 12.31% |
$679K - $788K
|
107K
$5.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.92K+ 2.25% |
$132K - $153K
|
133K
$7.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46.6KNew |
$2.1M - $2.44M
|
46.6K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.69K+ 13.28% |
$167K - $193K
|
31.5K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
423K+ 2.61% |
$19.1M - $22.1M
|
16.6M
$909M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.39KNew |
$198K - $230K
|
4.39K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.5KNew |
$611K - $709K
|
13.5K
$740K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
136+ 4.48% |
$6.13K - $7.12K
|
3.17K
$173K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
684New |
$30.9K - $35.8K
|
684
$37.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.8KNew |
$759K - $880K
|
16.8K
$919K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
90.6K+ 35.07% |
$4.09M - $4.74M
|
349K
$19.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
89K+ 9.93% |
$4.02M - $4.66M
|
986K
$53.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.8K+ 5.53% |
$3.51M - $4.07M
|
1.48M
$81.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.67K+ 1.34% |
$75.5K - $87.6K
|
126K
$6.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-193- 75.98% |
$8.71K - $10.1K
|
61
$3.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.46K- 20.41% |
$65.7K - $76.3K
|
5.68K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
18+ 0.28% |
$812 - $942
|
6.55K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-875- 1.07% |
$39.5K - $45.8K
|
81.3K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14.6K+ 6.55% |
$657K - $762K
|
237K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.63K- 4.87% |
$434K - $504K
|
188K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-6.39K- 2.81% |
$288K - $335K
|
221K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13- 0.3% |
$586 - $680
|
4.3K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
10.5K+ 28.46% |
$472K - $547K
|
47.2K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
23.1K+ 7.44% |
$1.04M - $1.21M
|
333K
$18.2M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.15% |
$361 - $419
|
5.27K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-463- 0.75% |
$20.9K - $24.2K
|
61.4K
$3.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
442+ 10.8% |
$19.9K - $23.1K
|
4.54K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.62K+ 6.03% |
$344K - $399K
|
134K
$7.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
136+ 0.42% |
$6.13K - $7.12K
|
32.5K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.88KNew |
$220K - $256K
|
4.88K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
481K+ 22.58% |
$21.7M - $25.2M
|
2.61M
$143M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-468- 62.48% |
$21.1K - $24.5K
|
281
$15.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
965K+ 3960.94% |
$43.5M - $50.5M
|
990K
$54.1M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.26K- 22.74% |
$57K - $66.2K
|
4.29K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
895K+ 30.57% |
$40.4M - $46.9M
|
3.82M
$209M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
314K+ 39.67% |
$14.2M - $16.5M
|
1.11M
$60.5M
|