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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 0.72% |
$208 - $221
|
550
$30.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
53K+ 10.07% |
$2.76M - $2.93M
|
579K
$32.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
80.7K+ 13.17% |
$4.21M - $4.47M
|
694K
$39M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-209- 4.62% |
$10.9K - $11.6K
|
4.32K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
211+ 125.6% |
$11K - $11.7K
|
379
$21.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.88K+ 9.71% |
$254K - $270K
|
55.1K
$3.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3+ 0.44% |
$156 - $166
|
687
$38.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.03KNew |
$106K - $112K
|
2.03K
$114K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.67K+ 0.94% |
$139K - $148K
|
286K
$16.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.3K- 96.36% |
$67.6K - $71.8K
|
49
$2.75K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11+ 0.13% |
$573 - $609
|
8.27K
$464K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.67KNew |
$244K - $259K
|
4.67K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
12K+ 5.05% |
$623K - $661K
|
249K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.09K- 4.92% |
$109K - $116K
|
40.4K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
394+ 37.74% |
$20.5K - $21.8K
|
1.44K
$80.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.67K+ 90.44% |
$243K - $258K
|
9.84K
$552K
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.45K- 0.44% |
$128K - $136K
|
553K
$31M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.45K- 2.9% |
$284K - $302K
|
183K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.85K+ 3075.0% |
$96.2K - $102K
|
1.91K
$107K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.9K+ 17.45% |
$722K - $767K
|
93.2K
$5.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-556K- 13.3% |
$29M - $30.8M
|
3.63M
$204M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.01K- 10.28% |
$157K - $166K
|
26.3K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.62K- 50.09% |
$84.6K - $89.9K
|
1.62K
$90.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-372- 11.74% |
$19.4K - $20.6K
|
2.8K
$157K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-320- 1.16% |
$16.7K - $17.7K
|
27.2K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
82+ 0.91% |
$4.27K - $4.54K
|
9.13K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65.3K+ 13.21% |
$3.4M - $3.61M
|
560K
$31.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
49+ 0.26% |
$2.55K - $2.71K
|
18.6K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.16K+ 3.85% |
$269K - $286K
|
139K
$7.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.44K+ 6.8% |
$335K - $356K
|
101K
$5.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.76K+ 6.52% |
$248K - $263K
|
77.8K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
25.2K+ 6.44% |
$1.31M - $1.39M
|
416K
$23.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23New |
$1.2K - $1.27K
|
23
$1.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
3.15K+ 1.74% |
$164K - $174K
|
185K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-588- 2.64% |
$30.6K - $32.5K
|
21.7K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.46K+ 7.39% |
$76.3K - $80.9K
|
21.2K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-533- 8.38% |
$27.8K - $29.5K
|
5.83K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-199- 2.74% |
$10.4K - $11K
|
7.07K
$397K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.4K- 5.08% |
$125K - $133K
|
44.8K
$2.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 2830.23% |
$63.4K - $67.3K
|
1.26K
$70.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-288- 7.32% |
$15K - $15.9K
|
3.65K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
381+ 1.84% |
$19.9K - $21.1K
|
21.1K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1K- 3.18% |
$52.1K - $55.3K
|
30.5K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-2.68K- 5.8% |
$140K - $148K
|
43.5K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
509K+ 19.52% |
$26.5M - $28.2M
|
3.12M
$175M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
515+ 51.5% |
$26.8K - $28.5K
|
1.52K
$85.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 0.09% |
$261 - $277
|
5.89K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.53K+ 2.15% |
$132K - $140K
|
120K
$6.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 15.93% |
$772K - $819K
|
108K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.2K+ 2.7% |
$115K - $122K
|
83.4K
$4.69M
|
|