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 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $207K
|
3.74K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
420+ 1.69% |
$21.9K - $23.2K
|
25.2K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-709- 1.09% |
$37K - $39.2K
|
64.6K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.8K- 11.53% |
$94K - $99.8K
|
13.8K
$777K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
320+ 2.6% |
$16.7K - $17.7K
|
12.6K
$709K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-757- 3.28% |
$39.5K - $41.9K
|
22.4K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.23KNew |
$429K - $456K
|
8.23K
$463K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.09K- 1.35% |
$109K - $115K
|
152K
$8.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.05K- 4.2% |
$472K - $501K
|
207K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.55K- 0.83% |
$80.9K - $85.9K
|
186K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 2.04% |
$369K - $392K
|
340K
$19.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-431- 14.98% |
$22.5K - $23.8K
|
2.45K
$137K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.46K+ 107.68% |
$76K - $80.7K
|
2.81K
$158K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.86K- 61.67% |
$305K - $324K
|
3.64K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.64K+ 3.66% |
$189K - $201K
|
103K
$5.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7- 0.11% |
$365 - $387
|
6.33K
$355K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-206- 3.09% |
$10.7K - $11.4K
|
6.46K
$363K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.11K- 3.18% |
$110K - $117K
|
64.4K
$3.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
787+ 7.56% |
$41K - $43.5K
|
11.2K
$629K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.25K+ 3.35% |
$221K - $235K
|
131K
$7.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-731- 2.47% |
$38.1K - $40.4K
|
28.8K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.04K+ 14.9% |
$54.4K - $57.8K
|
8.05K
$452K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-210- 0.74% |
$10.9K - $11.6K
|
28.1K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
67+ 1.27% |
$3.49K - $3.71K
|
5.35K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319K+ 32.37% |
$16.6M - $17.7M
|
1.31M
$73.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15.8K- 17.7% |
$825K - $876K
|
73.6K
$4.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-185- 3.61% |
$9.64K - $10.2K
|
4.95K
$278K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.99K- 2.14% |
$104K - $110K
|
91.2K
$5.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20.9K- 6.62% |
$1.09M - $1.15M
|
294K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-588- 8.98% |
$30.6K - $32.5K
|
5.96K
$335K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.75K+ 8.44% |
$195K - $207K
|
48.2K
$2.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.8K+ 4.21% |
$1.24M - $1.31M
|
588K
$33M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
36+ 0.32% |
$1.88K - $1.99K
|
11.3K
$635K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.67K+ 4.74% |
$348K - $369K
|
148K
$8.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.36K+ 1.51% |
$175K - $186K
|
226K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.31K+ 3.03% |
$225K - $239K
|
146K
$8.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.3K- 2.4% |
$68K - $72.2K
|
53K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-114K- 2.72% |
$5.94M - $6.3M
|
4.07M
$229M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-353- 5.6% |
$18.4K - $19.5K
|
5.95K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
326+ 2.89% |
$17K - $18K
|
11.6K
$651K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4.51K+ 0.95% |
$235K - $249K
|
477K
$26.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-841- 2.18% |
$43.8K - $46.5K
|
37.8K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-4.67K- 15.26% |
$243K - $258K
|
25.9K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-241- 3.12% |
$12.6K - $13.3K
|
7.49K
$420K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-962- 2.17% |
$50.1K - $53.2K
|
43.3K
$2.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5.01K- 15.71% |
$261K - $277K
|
26.9K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
437K+ 62.87% |
$22.8M - $24.2M
|
1.13M
$63.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.4K- 1.04% |
$73K - $77.5K
|
134K
$7.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
391New |
$20.4K - $21.6K
|
391
$22K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-26- 0.18% |
$1.36K - $1.44K
|
14.6K
$820K
|
|