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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.27K+ 12.68% |
$65.9K - $70K
|
11.2K
$632K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
289+ 545.28% |
$15.1K - $16K
|
342
$19.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.08KNew |
$265K - $281K
|
5.08K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 1.77% |
$61.6K - $65.3K
|
67.9K
$3.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.48KNew |
$338K - $359K
|
6.48K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.3K+ 10.42% |
$120K - $127K
|
24.4K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3K- 26.79% |
$156K - $166K
|
8.2K
$461K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-415- 1.96% |
$21.6K - $23K
|
20.7K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
974+ 1948.0% |
$50.8K - $53.9K
|
1.02K
$57.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.95% |
$2.14K - $2.27K
|
4.35K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.91K- 1.09% |
$360K - $382K
|
629K
$35.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-345- 5.06% |
$18K - $19.1K
|
6.48K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
61.1K+ 202.86% |
$3.18M - $3.38M
|
91.2K
$5.12M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
965+ 6.08% |
$50.3K - $53.4K
|
16.8K
$946K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.3K+ 3.52% |
$643K - $682K
|
363K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
59.7K+ 2.7% |
$3.11M - $3.3M
|
2.27M
$127M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-60K- 29.7% |
$3.13M - $3.32M
|
142K
$7.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-2.47K- 5.31% |
$129K - $137K
|
44.1K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
168+ 2.89% |
$8.76K - $9.3K
|
5.98K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.22K- 19.13% |
$63.3K - $67.2K
|
5.14K
$289K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.2K+ 2.1% |
$115K - $122K
|
107K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
831+ 7.16% |
$43.3K - $46K
|
12.4K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.27KNew |
$222K - $236K
|
4.27K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52+ 0.13% |
$2.71K - $2.88K
|
41K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
74+ 0.46% |
$3.86K - $4.09K
|
16.2K
$910K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.75K+ 7.59% |
$248K - $263K
|
67.3K
$3.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.55K+ 12.0% |
$133K - $141K
|
23.8K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
51+ 0.3% |
$2.66K - $2.82K
|
16.9K
$952K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
678+ 6.14% |
$35.3K - $37.5K
|
11.7K
$659K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33+ 0.54% |
$1.72K - $1.83K
|
6.18K
$347K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.5K- 7.82% |
$78.3K - $83.2K
|
17.7K
$995K
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
51.9KNew |
$2.7M - $2.87M
|
51.9K
$2.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
113K+ 12.39% |
$5.88M - $6.24M
|
1.02M
$57.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-11.4K- 70.17% |
$592K - $629K
|
4.83K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.2K+ 8.16% |
$1M - $1.06M
|
255K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-163- 0.54% |
$8.5K - $9.02K
|
30.2K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.58K+ 2.04% |
$134K - $143K
|
129K
$7.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
949+ 10.23% |
$49.5K - $52.5K
|
10.2K
$574K
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.46K+ 7.32% |
$180K - $191K
|
50.7K
$2.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-398- 1.19% |
$20.7K - $22K
|
33K
$1.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-21- 0.15% |
$1.09K - $1.16K
|
14.2K
$797K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656K+ 9.64% |
$34.2M - $36.3M
|
7.46M
$419M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
814+ 3.76% |
$42.4K - $45K
|
22.5K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7+ 0.43% |
$365 - $387
|
1.64K
$91.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10.4K- 3.82% |
$543K - $577K
|
262K
$14.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
12.7K+ 4.84% |
$662K - $703K
|
275K
$15.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12KNew |
$215K - $228K
|
4.12K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.03K+ 13.43% |
$53.6K - $56.9K
|
8.68K
$488K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.11K+ 17.21% |
$318K - $338K
|
41.6K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-197- 22.21% |
$10.3K - $10.9K
|
690
$38.8K
|
|