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 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2+ 0.0% |
$104 - $111
|
85.1K
$4.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
4.39KNew |
$229K - $243K
|
4.39K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
86.1K+ 18.28% |
$4.49M - $4.76M
|
557K
$31.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.29K+ 0.82% |
$67.4K - $71.5K
|
160K
$8.96M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.5K- 0.71% |
$78K - $82.8K
|
210K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
64+ 0.23% |
$3.34K - $3.54K
|
27.7K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.9K+ 0.49% |
$882K - $936K
|
3.47M
$195M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-36- 0.07% |
$1.88K - $1.99K
|
53.6K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
816New |
$42.5K - $45.1K
|
816
$45.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.46K+ 0.73% |
$128K - $136K
|
339K
$19.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.22KNew |
$324K - $344K
|
6.22K
$349K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-34- 0.77% |
$1.77K - $1.88K
|
4.36K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-291K- 90.56% |
$15.2M - $16.1M
|
30.3K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63.6K- 26.85% |
$3.31M - $3.52M
|
173K
$9.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
186+ 1.8% |
$9.69K - $10.3K
|
10.5K
$590K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
768+ 4.9% |
$40K - $42.5K
|
16.4K
$924K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.76% |
$2.03K - $2.16K
|
5.2K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
55.7K+ 3.68% |
$2.9M - $3.08M
|
1.57M
$88.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.32K- 5.08% |
$68.8K - $73K
|
24.7K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
64+ 0.19% |
$3.34K - $3.54K
|
34K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18.4K- 1.17% |
$960K - $1.02M
|
1.55M
$87.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.5K- 3.51% |
$756K - $803K
|
398K
$22.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.9K- 1.86% |
$776K - $823K
|
785K
$44.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.21K+ 9.05% |
$220K - $233K
|
50.8K
$2.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
70K+ 24.99% |
$3.65M - $3.87M
|
350K
$19.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.66K+ 12.16% |
$503K - $534K
|
89.1K
$5M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.65KNew |
$190K - $202K
|
3.65K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.45K- 1.63% |
$128K - $136K
|
148K
$8.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-345- 2.57% |
$18K - $19.1K
|
13.1K
$736K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-30.4K- 8.11% |
$1.59M - $1.68M
|
345K
$19.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.89K- 4.31% |
$98.2K - $104K
|
41.8K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.26K+ 1.44% |
$118K - $125K
|
159K
$8.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.01K- 21.85% |
$157K - $167K
|
10.8K
$605K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.98K- 22.89% |
$207K - $220K
|
13.4K
$752K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
6.46K+ 3.98% |
$337K - $358K
|
169K
$9.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-95- 1.36% |
$4.95K - $5.26K
|
6.91K
$388K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-34.4K- 14.4% |
$1.79M - $1.9M
|
204K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.05K- 0.91% |
$315K - $335K
|
655K
$36.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
155+ 1.46% |
$8.08K - $8.58K
|
10.8K
$605K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-564- 0.41% |
$29.4K - $31.2K
|
138K
$7.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-924- 13.01% |
$48.2K - $51.1K
|
6.18K
$347K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.02K+ 24.71% |
$53.1K - $56.3K
|
5.14K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.72K+ 7.06% |
$194K - $206K
|
56.4K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-175- 0.54% |
$9.12K - $9.68K
|
32.3K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
42.9KNew |
$2.23M - $2.37M
|
42.9K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-38- 0.02% |
$1.98K - $2.1K
|
221K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-702- 5.74% |
$36.6K - $38.8K
|
11.5K
$647K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.47K+ 0.7% |
$76.5K - $81.2K
|
210K
$11.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-949- 1.44% |
$49.5K - $52.5K
|
64.8K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.5K+ 294.34% |
$1.33M - $1.41M
|
34.2K
$1.92M
|
|