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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.5K+ 274950.0% |
$248K - $288K
|
5.5K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.85KNew |
$219K - $254K
|
4.85K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
16.5K+ 4.59% |
$745K - $865K
|
376K
$21.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
296+ 5.27% |
$13.4K - $15.5K
|
5.92K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.7KNew |
$257K - $298K
|
5.7K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-134- 2.93% |
$6.04K - $7.01K
|
4.43K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.31K+ 23.39% |
$149K - $173K
|
17.5K
$981K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-49- 1.52% |
$2.21K - $2.56K
|
3.18K
$179K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$101K - $117K
|
2.24K
$126K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
9.73KNew |
$439K - $509K
|
9.73K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.15K- 94.68% |
$187K - $217K
|
233
$13.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.26KNew |
$237K - $276K
|
5.26K
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.4K- 11.06% |
$877K - $1.02M
|
156K
$8.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-48.3K- 61.61% |
$2.18M - $2.53M
|
30.1K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-125- 1.69% |
$5.64K - $6.54K
|
7.28K
$409K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-114- 0.24% |
$5.14K - $5.97K
|
47.5K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 0.34% |
$902 - $1.05K
|
5.86K
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80+ 29.09% |
$3.61K - $4.19K
|
355
$19.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
11+ 0.86% |
$496 - $576
|
1.29K
$72.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
3.86KNew |
$174K - $202K
|
3.86K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
145+ 2.69% |
$6.54K - $7.59K
|
5.53K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-303- 5.53% |
$13.7K - $15.9K
|
5.17K
$291K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-105- 3.65% |
$4.74K - $5.5K
|
2.77K
$156K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-49- 0.83% |
$2.21K - $2.56K
|
5.89K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-462- 10.58% |
$20.8K - $24.2K
|
3.9K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-396- 2.62% |
$17.9K - $20.7K
|
14.7K
$827K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
18.2K+ 4.52% |
$819K - $950K
|
420K
$23.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
101+ 0.31% |
$4.56K - $5.29K
|
33.1K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-132- 26.83% |
$5.95K - $6.91K
|
360
$20.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-350- 1.24% |
$15.8K - $18.3K
|
27.9K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.62K+ 84.2% |
$118K - $137K
|
5.73K
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-30- 0.2% |
$1.35K - $1.57K
|
15.1K
$850K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7KNew |
$316K - $366K
|
7K
$393K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.26K+ 138.66% |
$56.8K - $65.9K
|
2.17K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.9KNew |
$176K - $204K
|
3.9K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 4.5% |
$40.6K - $47.1K
|
19.1K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
137New |
$6.18K - $7.17K
|
137
$7.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.09K+ 14.05% |
$49.1K - $57K
|
8.84K
$497K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 16.16% |
$3.61K - $4.19K
|
575
$32.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-63- 1.01% |
$2.84K - $3.3K
|
6.19K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.01% |
$226 - $262
|
42.2K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-1.79K- 12.29% |
$80.8K - $93.7K
|
12.8K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
290New |
$13.1K - $15.2K
|
290
$16.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117New |
$5.28K - $6.12K
|
117
$6.57K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.03K- 3.32% |
$91.7K - $106K
|
59.2K
$3.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 7.38% |
$586K - $680K
|
163K
$9.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-66- 1.12% |
$2.98K - $3.45K
|
5.85K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-177- 3.42% |
$7.98K - $9.26K
|
4.99K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
157New |
$7.08K - $8.22K
|
157
$8.82K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
515+ 4681.82% |
$23.2K - $27K
|
526
$29.5K
|
|