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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.48% |
$52.1 - $55.3
|
211
$11.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.35K+ 343.53% |
$174K - $185K
|
4.32K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.3K- 24.26% |
$2M - $2.12M
|
120K
$6.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.1K+ 6.49% |
$162K - $172K
|
50.9K
$2.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.31K+ 6.44% |
$172K - $183K
|
54.6K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$521 - $553
|
36.9K
$2.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-848- 0.24% |
$44.2K - $46.9K
|
354K
$19.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-528- 0.62% |
$27.5K - $29.2K
|
84.7K
$4.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-772- 7.18% |
$40.2K - $42.7K
|
9.97K
$560K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.7K+ 5.41% |
$1.29M - $1.37M
|
481K
$27M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
57.5K+ 8.91% |
$3M - $3.18M
|
703K
$39.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-267KClosed |
$13.9M - $14.7M
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 5.86% |
$37.5K - $39.8K
|
11.6K
$649K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.16K- 7.59% |
$112K - $119K
|
26.2K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.52K+ 1.23% |
$288K - $305K
|
454K
$25.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
16K+ 5.26% |
$835K - $886K
|
321K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
278+ 2.95% |
$14.5K - $15.4K
|
9.69K
$544K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.59KNew |
$239K - $254K
|
4.59K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.84K- 4.89% |
$305K - $323K
|
114K
$6.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-82.8K- 5.18% |
$4.31M - $4.58M
|
1.51M
$85M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.73K+ 0.85% |
$194K - $206K
|
443K
$24.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.44K- 14.23% |
$127K - $135K
|
14.7K
$825K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
796New |
$41.5K - $44K
|
796
$44.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-885- 32.47% |
$46.1K - $49K
|
1.84K
$103K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 17.06% |
$60.7K - $64.4K
|
5.66K
$318K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
237K+ 2.86% |
$12.3M - $13.1M
|
8.51M
$478M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.08KNew |
$213K - $226K
|
4.08K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
28+ 0.32% |
$1.46K - $1.55K
|
8.69K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.44% |
$886 - $941
|
3.85K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.2K+ 6.08% |
$4.7M - $4.99M
|
1.58M
$88.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
41.7K+ 11.09% |
$2.17M - $2.31M
|
418K
$23.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.18K+ 3.97% |
$270K - $287K
|
136K
$7.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.03K+ 1.36% |
$262K - $278K
|
375K
$21.1M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
222+ 0.68% |
$11.6K - $12.3K
|
32.8K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-19.7K- 11.15% |
$1.03M - $1.09M
|
157K
$8.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-37.5K- 21.53% |
$1.96M - $2.08M
|
137K
$7.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-76- 1.19% |
$3.96K - $4.21K
|
6.32K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
11.3K+ 6.34% |
$589K - $625K
|
190K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
5.68K+ 62.68% |
$296K - $314K
|
14.8K
$829K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
400+ 1.05% |
$20.8K - $22.1K
|
38.6K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.49K+ 7.38% |
$443K - $470K
|
124K
$6.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
212+ 0.3% |
$11K - $11.7K
|
70.4K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.13K+ 0.71% |
$267K - $284K
|
730K
$41M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.27K+ 0.94% |
$275K - $292K
|
568K
$31.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-244- 2.84% |
$12.7K - $13.5K
|
8.35K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15.2K+ 1.87% |
$792K - $840K
|
827K
$46.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.48K+ 3.59% |
$129K - $137K
|
71.5K
$4.01M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.43% |
$156 - $166
|
704
$39.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
140+ 2.05% |
$7.3K - $7.75K
|
6.98K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-285- 4.26% |
$14.9K - $15.8K
|
6.4K
$359K
|
|