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
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 6206.49% |
$747K - $793K
|
14.6K
$818K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-92.3K- 33.39% |
$4.81M - $5.11M
|
184K
$10.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-530- 0.83% |
$27.6K - $29.3K
|
63.4K
$3.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.91K+ 64.64% |
$152K - $161K
|
7.42K
$417K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
119+ 0.25% |
$6.2K - $6.58K
|
48.4K
$2.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 14.95% |
$2.35K - $2.49K
|
256
$14.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.52K+ 2.94% |
$340K - $360K
|
228K
$12.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.77K+ 3.51% |
$457K - $485K
|
259K
$14.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.43K- 1.92% |
$127K - $135K
|
124K
$6.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.32K+ 49.52% |
$382K - $405K
|
22.1K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.62K- 17.79% |
$84.3K - $89.5K
|
7.47K
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.1KNew |
$525K - $557K
|
10.1K
$566K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
435+ 5.71% |
$22.7K - $24.1K
|
8.05K
$452K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
841New |
$43.8K - $46.5K
|
841
$47.2K
|
|