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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-859- 5.97% |
$44.8K - $47.5K
|
13.5K
$760K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
849+ 1.47% |
$44.2K - $47K
|
58.4K
$3.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.5K+ 3.79% |
$597K - $634K
|
314K
$17.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.46MNew |
$233M - $247M
|
4.46M
$251M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.3K+ 15.52% |
$172K - $183K
|
24.6K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.03K+ 36.85% |
$158K - $167K
|
11.2K
$631K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.38K- 7.28% |
$124K - $132K
|
30.3K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-702- 14.11% |
$36.6K - $38.8K
|
4.27K
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.3K- 2.98% |
$901K - $956K
|
563K
$31.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.01% |
$104 - $111
|
24.7K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
54.7KNew |
$2.85M - $3.03M
|
54.7K
$3.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
363+ 0.49% |
$18.9K - $20.1K
|
74.1K
$4.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.01K+ 3.16% |
$157K - $167K
|
98.3K
$5.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.47KNew |
$233K - $247K
|
4.47K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
24.5K+ 7.36% |
$1.28M - $1.36M
|
358K
$20.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.01K+ 3.16% |
$157K - $167K
|
98.3K
$5.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.7K+ 42.91% |
$556K - $591K
|
35.6K
$2M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.07K+ 0.4% |
$108K - $114K
|
522K
$29.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.14K+ 47.28% |
$112K - $119K
|
6.68K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-254- 4.48% |
$13.2K - $14.1K
|
5.42K
$304K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 6.59% |
$1.72K - $1.83K
|
534
$30K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.06K- 7.07% |
$212K - $225K
|
53.4K
$3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 21.74% |
$1.3K - $1.38K
|
90
$5.06K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-741- 10.76% |
$38.6K - $41K
|
6.14K
$345K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.2K+ 261.06% |
$532K - $565K
|
14.1K
$793K
|
|