Morgan Stanley Invesco S&P 500 Value With Mom Transaction History

Morgan Stanley

$1.49 Trillion
Q2 2025

A detailed history of Morgan Stanley transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Morgan Stanley holds 30,503 shares of SPVM stock, worth $2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

30,503

Previous 31,550 3.32%

Holding current value

$2 Million

Previous $1.81 Million 0.72%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	SELL	$50.71 - $59.78 $53,093 - $62,589	-1,047 Reduced 3.32%	30,503 $1.82 Million
Q1 2025 May 15, 2025	BUY	$55.27 - $60.16 $143,591 - $156,295	2,598 Added 8.97%	31,550 $1.81 Million
Q4 2024 Feb 14, 2025	SELL	$57.12 - $63.07 $47,638 - $52,600	-834 Reduced 2.8%	28,952 $1.67 Million
Q3 2024 May 14, 2025	SELL	$53.4 - $58.69 $902,353 - $991,743	-16,898 Reduced 36.2%	29,786 $1.74 Million
Q3 2024 Nov 14, 2024	SELL	$53.4 - $58.69 $902,353 - $991,743	-16,898 Reduced 36.2%	29,786 $1.74 Million
Q2 2024 May 14, 2025	BUY	$53.21 - $56.21 $943,519 - $996,715	17,732 Added 61.25%	46,684 $2.53 Million
Q2 2024 Oct 17, 2024	BUY	$53.21 - $56.21 $69,119 - $73,016	1,299 Added 2.86%	46,684 $2.53 Million
Q2 2024 Aug 14, 2024	BUY	$53.21 - $56.21 $69,119 - $73,016	1,299 Added 2.86%	46,684 $2.53 Million
Q1 2024 Oct 17, 2024	SELL	$49.65 - $56.39 $64,495 - $73,250	-1,299 Reduced 2.78%	45,385 $2.56 Million
Q1 2024 Aug 16, 2024	BUY	$49.65 - $56.39 $37,932 - $43,081	764 Added 1.71%	45,385 $2.56 Million
Q1 2024 May 15, 2024	BUY	$49.65 - $56.39 $37,932 - $43,081	764 Added 1.71%	45,385 $2.56 Million
Q4 2023 Aug 16, 2024	SELL	$45.7 - $50.96 $94,279 - $105,130	-2,063 Reduced 4.42%	44,621 $2.26 Million
Q4 2023 Feb 13, 2024	SELL	$45.7 - $50.96 $334,249 - $372,721	-7,314 Reduced 14.08%	44,621 $2.26 Million
Q3 2023 Nov 15, 2023	SELL	$47.35 - $50.08 $33,287 - $35,206	-703 Reduced 1.34%	51,935 $2.46 Million
Q2 2023 Aug 14, 2023	SELL	$44.72 - $48.53 $307,181 - $333,352	-6,869 Reduced 11.54%	52,638 $2.53 Million
Q1 2023 May 15, 2023	SELL	$44.83 - $51.29 $535,808 - $613,018	-11,952 Reduced 16.73%	59,507 $2.82 Million
Q4 2022 Feb 14, 2023	BUY	$45.48 - $52.25 $22,830 - $26,229	502 Added 0.71%	71,459 $3.53 Million
Q3 2022 Nov 14, 2022	BUY	$44.27 - $51.47 $58,303 - $67,785	1,317 Added 1.89%	70,957 $3.14 Million
Q2 2022 Oct 27, 2022	BUY	$45.44 - $55.67 $1.76 Million - $2.16 Million	38,769 Added 125.58%	69,640 $3.22 Million
Q2 2022 Aug 15, 2022	BUY	$45.44 - $55.67 $1.76 Million - $2.16 Million	38,769 Added 125.58%	69,640 $3.22 Million
Q1 2022 Oct 27, 2022	SELL	$50.63 - $55.29 $1.96 Million - $2.14 Million	-38,769 Reduced 55.67%	30,871 $1.67 Million
Q1 2022 May 13, 2022	BUY	$50.63 - $55.29 $155,130 - $169,408	3,064 Added 11.02%	30,871 $1.67 Million
Q4 2021 Feb 14, 2022	BUY	$48.62 - $52.05 $59,656 - $63,865	1,227 Added 4.62%	27,807 $1.44 Million
Q3 2021 Nov 15, 2021	BUY	$46.53 - $50.63 $1.24 Million - $1.35 Million	26,580 New	26,580 $1.28 Million

Others Institutions Holding SPVM

# of Institutions

Shares Held

474K

Call Options Held

Put Options Held

View Full List

About INVESCO S&P 500 VALUE WITH MOM

Ticker SPVM
Sector ETFs
Industry ETFs

More about SPVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Account