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 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
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.88K- 55.67% |
$265K - $307K
|
4.68K
$263K
|
|
|
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
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-912- 2.08% |
$41.1K - $47.7K
|
42.9K
$2.41M
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.4K- 88.57% |
$63.2K - $73.4K
|
181
$10.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.23K- 23.49% |
$55.4K - $64.3K
|
4K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.8KNew |
$759K - $880K
|
16.8K
$945K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-193- 75.98% |
$8.71K - $10.1K
|
61
$3.43K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13- 0.3% |
$586 - $680
|
4.3K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
442+ 10.8% |
$19.9K - $23.1K
|
4.54K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
136+ 0.42% |
$6.13K - $7.12K
|
32.5K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
314K+ 39.67% |
$14.2M - $16.5M
|
1.11M
$62.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$47.4K - $55K
|
1.05K
$59K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.24K- 7.79% |
$55.8K - $64.7K
|
14.6K
$821K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-10.4K- 49.95% |
$469K - $544K
|
10.4K
$585K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-118- 49.58% |
$5.32K - $6.18K
|
120
$6.74K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.99KNew |
$180K - $209K
|
3.99K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-5.9K- 44.47% |
$266K - $309K
|
7.37K
$414K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
183New |
$8.26K - $9.58K
|
183
$10.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-676- 4.2% |
$30.5K - $35.4K
|
15.4K
$866K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
152+ 15200.0% |
$6.86K - $7.96K
|
153
$8.59K
|
|