Moneta Group Investment Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 22,216 shares of SPYV stock, worth $1.22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,216
Previous 18,281 21.53%
Holding current value
$1.22 Million
Previous $933,000 24.54%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$45.11 - $52.34 $177,507 - $205,957
3,935 Added 21.53%
22,216 $1.16 Million
Q1 2025

May 15, 2025
BUY
$49.78 - $53.19 $527,419 - $563,548
10,595 Added 137.85%
18,281 $933,000
Q4 2024

Feb 11, 2025
BUY
$51.09 - $55.27 $392,677 - $424,805
7,686 New
7,686 $393,000

Others Institutions Holding SPYV

# of Institutions
1,164
Shares Held
449M
Call Options Held
372K
Put Options Held
26K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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