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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.76K+ 9.39% |
$124K - $144K
|
32.1K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-620- 8.2% |
$28K - $32.5K
|
6.94K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57.5KNew |
$2.59M - $3.01M
|
57.5K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-160- 15.79% |
$7.22K - $8.37K
|
853
$47.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
83New |
$3.74K - $4.34K
|
83
$4.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12KNew |
$186K - $216K
|
4.12K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.6K+ 15.08% |
$1.02M - $1.18M
|
173K
$9.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.3K+ 859.85% |
$555K - $644K
|
13.7K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-289- 15.08% |
$13K - $15.1K
|
1.63K
$91.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
403+ 9.31% |
$18.2K - $21.1K
|
4.73K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
250New |
$11.3K - $13.1K
|
250
$14K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.22K- 2.41% |
$55.2K - $64.1K
|
49.6K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-537K- 39.72% |
$24.2M - $28.1M
|
816K
$45.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
503New |
$22.7K - $26.3K
|
503
$28.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 0.94% |
$6.77K - $7.85K
|
15.9K
$892K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-125- 1.61% |
$5.64K - $6.54K
|
7.63K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06K+ 2.98% |
$47.9K - $55.6K
|
36.6K
$2.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-43.2K- 3.25% |
$1.95M - $2.26M
|
1.28M
$72.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 1.21% |
$3.52K - $4.08K
|
6.36K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.39KNew |
$243K - $282K
|
5.39K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$266K - $309K
|
5.9K
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
241+ 3.43% |
$10.9K - $12.6K
|
7.27K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-375- 60.78% |
$16.9K - $19.6K
|
242
$13.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.13K+ 0.95% |
$186K - $216K
|
441K
$24.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22.2K+ 14.95% |
$1M - $1.16M
|
171K
$9.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-44- 0.55% |
$1.98K - $2.3K
|
8K
$449K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-17- 0.25% |
$767 - $890
|
6.77K
$380K
|
|