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 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
950+ 2.64% |
$49.5K - $52.6K
|
37K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
34+ 0.46% |
$1.77K - $1.88K
|
7.45K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.65K- 8.34% |
$190K - $202K
|
40.1K
$2.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.2K+ 6.2% |
$62.5K - $66.4K
|
20.5K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
131+ 2.99% |
$6.83K - $7.25K
|
4.52K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
544K+ 12.98% |
$28.3M - $30.1M
|
4.73M
$266M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.39K- 0.42% |
$72.6K - $77.1K
|
330K
$18.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
394+ 5.02% |
$20.5K - $21.8K
|
8.25K
$463K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-5.4K- 9.67% |
$282K - $299K
|
50.5K
$2.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.2K+ 22.71% |
$427K - $453K
|
44.3K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17.6K+ 4.66% |
$918K - $975K
|
395K
$22.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 32.24% |
$170K - $180K
|
6.85K
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30+ 0.32% |
$1.56K - $1.66K
|
9.5K
$534K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35K+ 5.85% |
$122K - $130K
|
42.5K
$2.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.36K- 4.25% |
$227K - $241K
|
98.1K
$5.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
350+ 7.84% |
$18.2K - $19.4K
|
4.82K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-241- 1.9% |
$12.6K - $13.3K
|
12.5K
$699K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
117+ 1.45% |
$6.1K - $6.47K
|
8.18K
$460K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-64- 6.02% |
$3.34K - $3.54K
|
999
$56.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 19.11% |
$62.9K - $66.7K
|
7.52K
$422K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.8KNew |
$354K - $376K
|
6.8K
$382K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-11.4K- 10.84% |
$594K - $631K
|
93.8K
$5.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.9KNew |
$255K - $271K
|
4.9K
$275K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47.1KNew |
$2.46M - $2.61M
|
47.1K
$2.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
3.62KNew |
$189K - $200K
|
3.62K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.1K- 3.0% |
$629K - $668K
|
391K
$22M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.06K- 19.82% |
$107K - $114K
|
8.33K
$468K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.77K- 7.05% |
$509K - $541K
|
129K
$7.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16.7K+ 28.07% |
$870K - $923K
|
76.1K
$4.28M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.9K+ 2.1% |
$1.5M - $1.6M
|
1.4M
$78.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168K- 21.1% |
$8.73M - $9.27M
|
626K
$35.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
166New |
$8.65K - $9.18K
|
166
$9.32K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.47K- 1.57% |
$129K - $137K
|
155K
$8.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6.3K- 42.43% |
$328K - $348K
|
8.54K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
68+ 0.55% |
$3.54K - $3.76K
|
12.4K
$696K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23+ 0.32% |
$1.2K - $1.27K
|
7.15K
$402K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.57K+ 23.95% |
$342K - $364K
|
34K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-438- 16.83% |
$22.8K - $24.2K
|
2.16K
$122K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.1K+ 12.78% |
$1.21M - $1.28M
|
204K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.87K- 2.85% |
$514K - $546K
|
336K
$18.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.96K- 0.16% |
$102K - $108K
|
1.19M
$67.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-230- 2.9% |
$12K - $12.7K
|
7.7K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57+ 1.0% |
$2.97K - $3.15K
|
5.77K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.48K+ 2.89% |
$76.9K - $81.6K
|
52.5K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.3K- 7.07% |
$67.5K - $71.7K
|
17K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-803- 2.0% |
$41.9K - $44.4K
|
39.4K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 3.57% |
$156 - $166
|
87
$4.89K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.9K+ 5.57% |
$674K - $715K
|
245K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
61.2K+ 2.96% |
$3.19M - $3.39M
|
2.13M
$119M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.91K+ 0.69% |
$152K - $161K
|
427K
$24M
|
|