Note Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Note Advisors, LLC

$145 Billion
Q2 2025

A detailed history of Note Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Note Advisors, LLC holds 3,950 shares of SPYV stock, worth $216,618. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,950

Holding current value

$216,618

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$45.11 - $52.34 $178,184 - $206,743	3,950 New	3,950 $207 Million

Others Institutions Holding SPYV

# of Institutions

1,156

Shares Held

443M

Call Options Held

372K

Put Options Held

26K

Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$4.45 Billion
8.5% of portfolio
Lpl Financial LLC Fort Mill, SC

45.1M
Shares

$2.48 Billion
0.83% of portfolio
Allworth Financial LP

16.6M
Shares

$912 Million
4.32% of portfolio
Morgan Stanley New York, NY

9.8M
Shares

$537 Million
0.03% of portfolio
Valmark Advisers, Inc.

8.51M
Shares

$467 Million
6.19% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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Note Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History