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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.75K- 42.95% |
$143K - $152K
|
3.65K
$205K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-276- 3.51% |
$14.4K - $15.3K
|
7.58K
$426K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.32KNew |
$68.8K - $73K
|
1.32K
$74.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.45K+ 16.48% |
$284K - $302K
|
38.5K
$2.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.68M+ 16.13% |
$140M - $148M
|
19.3M
$1.08B
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
616+ 4.26% |
$32.1K - $34.1K
|
15.1K
$847K
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-18.5K- 50.82% |
$966K - $1.03M
|
17.9K
$1.01M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
144New |
$7.51K - $7.97K
|
144
$8.09K
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
10+ 0.44% |
$521 - $553
|
2.27K
$127K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
533+ 9.8% |
$27.8K - $29.5K
|
5.97K
$336K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.9K+ 12.48% |
$1.14M - $1.21M
|
197K
$11.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.54K- 98.51% |
$393K - $417K
|
114
$6.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-754- 6.7% |
$39.3K - $41.7K
|
10.5K
$590K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$52.1 - $55.3
|
8.53K
$479K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
885+ 1.23% |
$46.1K - $49K
|
72.8K
$4.09M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
18.1KNew |
$944K - $1M
|
18.1K
$1.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-52.8K- 41.56% |
$2.75M - $2.92M
|
74.2K
$4.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.57K+ 3.21% |
$81.9K - $86.9K
|
50.6K
$2.84M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.35K+ 374.48% |
$122K - $130K
|
2.98K
$167K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
642+ 1.18% |
$33.5K - $35.5K
|
54.9K
$3.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-55- 0.1% |
$2.87K - $3.04K
|
54.5K
$3.06M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-396- 3.2% |
$20.6K - $21.9K
|
12K
$673K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 5.4% |
$61.7K - $65.5K
|
23.1K
$1.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
125+ 3.03% |
$6.52K - $6.92K
|
4.25K
$239K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
775+ 9.49% |
$40.4K - $42.9K
|
8.94K
$502K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
24New |
$1.25K - $1.33K
|
24
$1.35K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
3.31K+ 6.06% |
$173K - $183K
|
58K
$3.26M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
643K+ 0.79% |
$33.5M - $35.6M
|
81.7M
$4.59B
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-141K- 55.71% |
$7.37M - $7.83M
|
112K
$6.32M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.45K- 32.1% |
$232K - $246K
|
9.42K
$529K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
247+ 0.11% |
$12.9K - $13.7K
|
231K
$13M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
4.67KNew |
$244K - $259K
|
4.67K
$263K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.65KNew |
$190K - $202K
|
3.65K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-637- 0.68% |
$33.2K - $35.2K
|
92.7K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.55K+ 1.56% |
$133K - $141K
|
166K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-20.9K- 10.73% |
$1.09M - $1.16M
|
174K
$9.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70.4K- 1.89% |
$3.67M - $3.9M
|
3.66M
$205M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.74K+ 3.29% |
$143K - $152K
|
86.3K
$4.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.84K+ 0.35% |
$95.6K - $102K
|
530K
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 6.36% |
$6.01M - $6.38M
|
1.93M
$108M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.1K+ 22.3% |
$683K - $725K
|
71.9K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8.79K- 4.8% |
$458K - $487K
|
175K
$9.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.68KNew |
$192K - $204K
|
3.68K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-101- 0.11% |
$5.26K - $5.59K
|
94.1K
$5.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.6K- 98.3% |
$553K - $587K
|
184
$10.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.24MNew |
$64.9M - $68.9M
|
1.24M
$69.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
6.13K+ 55.55% |
$319K - $339K
|
17.2K
$964K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
28.6K+ 8.1% |
$1.49M - $1.58M
|
382K
$21.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.3K+ 2.72% |
$276K - $293K
|
200K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.19KNew |
$271K - $287K
|
5.19K
$292K
|
|