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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.01K+ 3.42% |
$249K - $267K
|
152K
$7.68M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 6.98% |
$60.7K - $64.9K
|
16.3K
$824K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
274+ 2.7% |
$13.6K - $14.6K
|
10.4K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.13K- 4.28% |
$106K - $113K
|
47.7K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
79.6K+ 36.33% |
$3.96M - $4.23M
|
299K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
449K+ 15.15% |
$22.3M - $23.9M
|
3.41M
$173M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.8K+ 161.06% |
$640K - $683K
|
20.8K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
52KNew |
$2.59M - $2.77M
|
52K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
136+ 2.66% |
$6.77K - $7.23K
|
5.26K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.59K+ 1.6% |
$79.1K - $84.5K
|
101K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-34.5K- 9.98% |
$1.72M - $1.83M
|
311K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-310- 0.67% |
$15.4K - $16.5K
|
46K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
277+ 1.78% |
$13.8K - $14.7K
|
15.9K
$804K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
4.3K+ 0.54% |
$214K - $229K
|
796K
$40.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.1K+ 14.81% |
$204K - $218K
|
31.8K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-37.4K- 35.16% |
$1.86M - $1.99M
|
68.9K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
24+ 0.22% |
$1.19K - $1.28K
|
10.9K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
792+ 2.27% |
$39.4K - $42.1K
|
35.7K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-483- 5.95% |
$24K - $25.7K
|
7.63K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7.73K+ 1.96% |
$385K - $411K
|
401K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-23K- 9.76% |
$1.14M - $1.22M
|
213K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 0.6% |
$69.3K - $74K
|
233K
$11.8M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.02K- 7.48% |
$50.7K - $54.2K
|
12.6K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-12.5K- 4.25% |
$620K - $662K
|
281K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
89+ 1.04% |
$4.43K - $4.73K
|
8.64K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 13.44% |
$136K - $146K
|
17.6K
$894K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-7.42K- 17.51% |
$369K - $394K
|
34.9K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.43K+ 1.92% |
$121K - $129K
|
129K
$6.53M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.14K- 9.55% |
$156K - $167K
|
29.7K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-596- 12.89% |
$29.7K - $31.7K
|
4.03K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
578New |
$28.8K - $30.7K
|
578
$29.3K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.73K- 35.99% |
$136K - $145K
|
4.86K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-27.9K- 14.85% |
$1.39M - $1.49M
|
160K
$8.12M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-74- 0.48% |
$3.68K - $3.94K
|
15.2K
$770K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-16.3K- 5.32% |
$809K - $865K
|
289K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-344- 6.09% |
$17.1K - $18.3K
|
5.3K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.03K- 19.21% |
$250K - $267K
|
21.2K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
52.9K+ 54.41% |
$2.63M - $2.81M
|
150K
$7.61M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-45.9K- 8.04% |
$2.28M - $2.44M
|
525K
$26.6M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-19- 34.55% |
$946 - $1.01K
|
36
$1.82K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-29.5K- 20.79% |
$1.47M - $1.57M
|
112K
$5.69M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 36.08% |
$539K - $575K
|
40.8K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.67K- 7.48% |
$83.2K - $88.9K
|
20.7K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
42K+ 47.84% |
$2.09M - $2.24M
|
130K
$6.59M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-375- 0.88% |
$18.7K - $19.9K
|
42.2K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-71.8K- 17.4% |
$3.58M - $3.82M
|
341K
$17.3M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
12+ 0.03% |
$597 - $638
|
42.2K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-417- 1.85% |
$20.8K - $22.2K
|
22.1K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.08M+ 32.74% |
$53.9M - $57.6M
|
4.39M
$223M
|