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 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
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 8.14% |
$701K - $744K
|
152K
$8.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.06K- 1.87% |
$55.1K - $58.5K
|
55.4K
$3.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 13.81% |
$1.11M - $1.18M
|
176K
$9.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.91K- 3.2% |
$204K - $216K
|
118K
$6.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.6% |
$156 - $166
|
505
$28.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
120+ 0.35% |
$6.25K - $6.64K
|
34.1K
$1.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
12.3K+ 0.76% |
$642K - $681K
|
1.63M
$91.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.26% |
$4.22K - $4.48K
|
6.51K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-400- 8.0% |
$20.8K - $22.1K
|
4.6K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-388- 25.76% |
$20.2K - $21.5K
|
1.12K
$62.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 9.72% |
$66.2K - $70.3K
|
11.8K
$663K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 0.42% |
$1.3K - $1.38K
|
6.03K
$339K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
194+ 102.65% |
$10.1K - $10.7K
|
383
$21.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
787+ 3.56% |
$41K - $43.5K
|
22.9K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
162K+ 3.7% |
$8.46M - $8.98M
|
4.55M
$255M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.74K- 5.6% |
$247K - $262K
|
79.9K
$4.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.4K- 1.74% |
$1.11M - $1.18M
|
1.21M
$67.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 4.83% |
$2.03K - $2.16K
|
768
$43.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.7K+ 4.01% |
$1.13M - $1.2M
|
562K
$31.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
22+ 0.46% |
$1.15K - $1.22K
|
4.82K
$271K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
874+ 8.7% |
$45.6K - $48.4K
|
10.9K
$614K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
58+ 0.45% |
$3.02K - $3.21K
|
13K
$733K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
267+ 0.74% |
$13.9K - $14.8K
|
36.4K
$2.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-353- 1.03% |
$18.4K - $19.5K
|
34K
$1.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55+ 0.97% |
$2.87K - $3.04K
|
5.72K
$321K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.81K+ 2.29% |
$199K - $211K
|
170K
$9.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 5.56% |
$58.9K - $62.5K
|
21.4K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-287- 0.71% |
$15K - $15.9K
|
40.1K
$2.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
19.3K+ 2.18% |
$1.01M - $1.07M
|
905K
$50.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.13K- 16.92% |
$424K - $450K
|
39.9K
$2.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.62K+ 11.8% |
$84.3K - $89.5K
|
15.3K
$861K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-269K- 95.51% |
$14M - $14.9M
|
12.6K
$710K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
635+ 0.46% |
$33.1K - $35.1K
|
140K
$7.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.06KNew |
$368K - $391K
|
7.06K
$397K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-23.2K- 20.32% |
$1.21M - $1.28M
|
90.8K
$5.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-114- 2.47% |
$5.94K - $6.31K
|
4.5K
$253K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
164+ 1.91% |
$8.55K - $9.07K
|
8.75K
$491K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 11.41% |
$69.3K - $73.6K
|
13K
$729K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.53K+ 8.91% |
$184K - $195K
|
43.1K
$2.42M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.57K- 3.71% |
$81.6K - $86.6K
|
40.7K
$2.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
821+ 1.58% |
$42.8K - $45.4K
|
52.7K
$2.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.01K+ 7730.77% |
$52.4K - $55.6K
|
1.02K
$57.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 4.81% |
$819K - $870K
|
343K
$19.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
898New |
$46.8K - $49.7K
|
898
$50.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
60+ 0.45% |
$3.13K - $3.32K
|
13.5K
$760K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-248- 4.26% |
$12.9K - $13.7K
|
5.57K
$313K
|
|