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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.5K- 0.45% |
$324K - $346K
|
1.42M
$75.9M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-470- 13.05% |
$23.4K - $25K
|
3.13K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 0.34% |
$398 - $426
|
2.36K
$126K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-220- 2.62% |
$11K - $11.7K
|
8.18K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.2K+ 20.68% |
$59.7K - $63.8K
|
7K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
183+ 1.4% |
$9.11K - $9.73K
|
13.3K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
858+ 2.46% |
$42.7K - $45.6K
|
35.7K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.06% |
$149 - $160
|
5.28K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$560K - $598K
|
11.2K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.09K+ 2.52% |
$104K - $111K
|
85.1K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
562New |
$28K - $29.9K
|
562
$30K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
41+ 0.37% |
$2.04K - $2.18K
|
11K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.6K- 7.93% |
$526K - $562K
|
123K
$6.54M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.34K+ 3.78% |
$66.5K - $71.1K
|
36.7K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-325- 1.16% |
$16.2K - $17.3K
|
27.8K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.73K- 5.1% |
$136K - $145K
|
50.8K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.73KNew |
$285K - $305K
|
5.73K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-217- 3.68% |
$10.8K - $11.5K
|
5.68K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.65K+ 28.33% |
$182K - $194K
|
16.5K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-769- 0.57% |
$38.3K - $40.9K
|
135K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-152- 99.35% |
$7.57K - $8.08K
|
1
$53.3
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
9.29K+ 2.45% |
$463K - $494K
|
389K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
151+ 0.83% |
$7.52K - $8.03K
|
18.3K
$974K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-12.3K- 0.63% |
$614K - $656K
|
1.96M
$105M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-64- 1.1% |
$3.19K - $3.4K
|
5.73K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
468+ 166.55% |
$23.3K - $24.9K
|
749
$39.9K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.58K+ 11.07% |
$178K - $190K
|
35.9K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65.8K- 11.33% |
$3.27M - $3.5M
|
515K
$27.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.85K- 2.39% |
$241K - $258K
|
198K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
46.8K+ 1.06% |
$2.33M - $2.49M
|
4.45M
$237M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.2K+ 9.44% |
$309K - $330K
|
71.9K
$3.83M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
656+ 0.31% |
$32.7K - $34.9K
|
209K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.97K+ 48.44% |
$148K - $158K
|
9.11K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
301+ 0.24% |
$15K - $16K
|
125K
$6.65M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-151- 1.03% |
$7.52K - $8.03K
|
14.5K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.72K+ 42.79% |
$434K - $464K
|
29.1K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
126K+ 1257.61% |
$6.28M - $6.71M
|
136K
$7.26M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.58K+ 3.51% |
$228K - $244K
|
135K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-53.7K- 1.77% |
$2.67M - $2.85M
|
2.98M
$159M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22.5K- 5.88% |
$1.12M - $1.2M
|
360K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.41K+ 1.29% |
$120K - $128K
|
189K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-12.4K- 29.78% |
$619K - $662K
|
29.3K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-557- 1.02% |
$27.7K - $29.6K
|
54.1K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.51KNew |
$224K - $240K
|
4.51K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-267- 30.62% |
$13.3K - $14.2K
|
605
$32.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.37K+ 3.61% |
$168K - $179K
|
96.7K
$5.16M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-40.2K- 17.62% |
$2M - $2.14M
|
188K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
87.7K+ 19.33% |
$4.37M - $4.67M
|
541K
$28.9M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.27K- 6.8% |
$213K - $227K
|
58.5K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.94K+ 10.27% |
$295K - $316K
|
63.7K
$3.4M
|