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 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.72K- 5.2% |
$298K - $317K
|
104K
$5.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.38K- 1.03% |
$72.1K - $76.5K
|
132K
$7.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.5K+ 197.34% |
$549K - $582K
|
15.9K
$891K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-973- 17.72% |
$50.7K - $53.8K
|
4.52K
$254K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-28- 0.13% |
$1.46K - $1.55K
|
21.3K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
159K+ 10.83% |
$8.29M - $8.8M
|
1.63M
$91.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 109.55% |
$588K - $624K
|
21.6K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.29K- 2.59% |
$119K - $126K
|
86K
$4.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-129K- 94.56% |
$6.7M - $7.11M
|
7.4K
$416K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.03K+ 0.3% |
$53.5K - $56.8K
|
345K
$19.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
33K+ 6.15% |
$1.72M - $1.83M
|
569K
$32M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-160- 1.27% |
$8.34K - $8.85K
|
12.5K
$701K
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-7.97K- 7.34% |
$415K - $441K
|
101K
$5.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.36% |
$52.1 - $55.3
|
278
$15.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
110+ 0.46% |
$5.73K - $6.09K
|
23.9K
$1.34M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-244- 0.1% |
$12.7K - $13.5K
|
235K
$13.2M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-97- 0.28% |
$4.38K - $5.08K
|
34.5K
$1.94M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
453K+ 10.75% |
$20.5M - $23.7M
|
4.67M
$263M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
189K+ 4.26% |
$8.52M - $9.88M
|
4.63M
$260M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
464+ 12.11% |
$20.9K - $24.3K
|
4.29K
$241K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-53- 0.9% |
$2.39K - $2.77K
|
5.84K
$328K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.82K+ 5047.22% |
$82K - $95.1K
|
1.85K
$104K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-156- 14.62% |
$7.04K - $8.17K
|
911
$51.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.21K- 1.58% |
$54.4K - $63.1K
|
75.3K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.02K- 7.02% |
$46K - $53.3K
|
13.5K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.37KNew |
$287K - $334K
|
6.37K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.47KNew |
$337K - $391K
|
7.47K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.8K- 81.11% |
$1.66M - $1.93M
|
8.58K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
21.3KNew |
$959K - $1.11M
|
21.3K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.89K+ 17.3% |
$85.4K - $99.1K
|
12.8K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
5.8KNew |
$261K - $303K
|
5.8K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 398.3% |
$5.87M - $6.81M
|
163K
$9.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.09K- 52.48% |
$320K - $371K
|
6.42K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.99K+ 11.59% |
$225K - $261K
|
48K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
17K+ 4.29% |
$769K - $892K
|
415K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.8K+ 543.28% |
$2.38M - $2.76M
|
62.5K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
171+ 1.32% |
$7.71K - $8.95K
|
13.1K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.44K+ 4.21% |
$65.1K - $75.6K
|
35.8K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.07% |
$90.2 - $105
|
3.02K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-294- 4.48% |
$13.3K - $15.4K
|
6.27K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.34K+ 95.32% |
$331K - $384K
|
15K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-83- 33.6% |
$3.74K - $4.34K
|
164
$9.21K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
17.4KNew |
$785K - $911K
|
17.4K
$977K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.43K+ 82.55% |
$109K - $127K
|
5.37K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.29KNew |
$238K - $277K
|
5.29K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27K+ 18.94% |
$57.5K - $66.7K
|
8K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
116+ 1.11% |
$5.23K - $6.07K
|
10.5K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.7KNew |
$752K - $873K
|
16.7K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
13New |
$586 - $680
|
13
$730
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-295- 4.65% |
$13.3K - $15.4K
|
6.05K
$340K
|
|