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 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
406KNew |
$18.3M - $21.2M
|
406K
$22.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.08KNew |
$184K - $213K
|
4.08K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.77K- 92.48% |
$170K - $197K
|
306
$17.2K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
16+ 0.28% |
$722 - $837
|
5.82K
$327K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
22.7K+ 15.24% |
$1.13M - $1.21M
|
172K
$9.65M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
123KNew |
$6.11M - $6.53M
|
123K
$6.89M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
626New |
$31.2K - $33.3K
|
626
$35.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
183New |
$9.11K - $9.73K
|
183
$10.3K
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
255KNew |
$12.7M - $13.6M
|
255K
$14.3M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.55K+ 36.52% |
$177K - $189K
|
13.3K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
84.5KNew |
$4.21M - $4.5M
|
84.5K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-135K- 45.42% |
$6.72M - $7.18M
|
162K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$28.9K - $30.9K
|
580
$32.6K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-62.1K- 15.12% |
$3.09M - $3.3M
|
349K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
97New |
$4.83K - $5.16K
|
97
$5.45K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-7.72KClosed |
$384K - $411K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-59- 1.44% |
$2.94K - $3.14K
|
4.04K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.33K- 25.3% |
$215K - $230K
|
12.8K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.9KNew |
$692K - $740K
|
13.9K
$781K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.25K+ 25.0% |
$62.2K - $66.5K
|
6.25K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
40New |
$1.99K - $2.13K
|
40
$2.25K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.29% |
$99.6 - $106
|
681
$38.3K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-736- 3.97% |
$36.6K - $39.1K
|
17.8K
$999K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
60New |
$2.99K - $3.19K
|
60
$3.37K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-149- 74.5% |
$7.42K - $7.93K
|
51
$2.86K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-20.4K- 22.27% |
$1.02M - $1.09M
|
71.3K
$4M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-470- 13.05% |
$23.4K - $25K
|
3.13K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
562New |
$28K - $29.9K
|
562
$31.6K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-267- 30.62% |
$13.3K - $14.2K
|
605
$34K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 19.88% |
$39.8K - $42.6K
|
4.83K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$204K - $218K
|
4.09K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.24K - $1.33K
|
14.9K
$839K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-153K- 97.28% |
$7.6M - $8.12M
|
4.26K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 2.45% |
$5.67K - $6.06K
|
4.53K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
24+ 0.22% |
$1.19K - $1.28K
|
10.9K
$614K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-344- 6.09% |
$17.1K - $18.3K
|
5.3K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
39New |
$1.94K - $2.07K
|
39
$2.19K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 8.81% |
$996 - $1.06K
|
207
$11.6K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-205- 54.09% |
$10.2K - $10.9K
|
174
$9.77K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
31.3K+ 266.93% |
$1.56M - $1.66M
|
43K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
198New |
$9.86K - $10.5K
|
198
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.38KNew |
$168K - $180K
|
3.38K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$303K - $324K
|
6.09K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
519+ 4.43% |
$25.8K - $27.6K
|
12.2K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 10.08% |
$14.9K - $16K
|
3.28K
$184K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
55+ 43.65% |
$2.74K - $2.93K
|
181
$10.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
500New |
$24.9K - $26.6K
|
500
$28.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.77KNew |
$138K - $147K
|
2.77K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-200- 3.77% |
$9.96K - $10.6K
|
5.1K
$286K
|
|