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 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
|
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
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-949K- 24.49% |
$47.3M - $50.5M
|
2.93M
$156M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.29K+ 80.41% |
$313K - $335K
|
14.1K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-939K- 98.04% |
$46.7M - $49.9M
|
18.8K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-104- 1.33% |
$5.18K - $5.53K
|
7.72K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20.1K+ 3.83% |
$1M - $1.07M
|
547K
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
132K+ 7.42% |
$6.59M - $7.05M
|
1.92M
$102M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.25K+ 1.59% |
$261K - $279K
|
335K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-90- 1.36% |
$4.48K - $4.79K
|
6.51K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
15+ 0.12% |
$747 - $798
|
12.9K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35.1K- 29.16% |
$1.75M - $1.87M
|
85.3K
$4.55M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-569- 33.18% |
$28.3K - $30.3K
|
1.15K
$61.1K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
499K+ 68.48% |
$24.8M - $26.5M
|
1.23M
$65.5M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12.2K+ 1.79% |
$608K - $650K
|
694K
$37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 3.35% |
$69.1M - $73.8M
|
42.8M
$2.28B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
8.2KNew |
$408K - $436K
|
8.2K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 19.88% |
$39.8K - $42.6K
|
4.83K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25.3K+ 54.77% |
$1.26M - $1.35M
|
71.6K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.68K+ 47.36% |
$134K - $143K
|
8.35K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$204K - $218K
|
4.09K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-15.9M- 98.04% |
$790M - $844M
|
317K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.24K - $1.33K
|
14.9K
$796K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.68K- 0.17% |
$183K - $196K
|
2.21M
$118M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-232K- 21.57% |
$11.6M - $12.4M
|
844K
$45M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.51KNew |
$75K - $80.1K
|
1.51K
$80.3K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
347K+ 22.38% |
$17.3M - $18.5M
|
1.9M
$101M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.32K+ 4.11% |
$215K - $230K
|
109K
$5.83M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-153K- 97.28% |
$7.6M - $8.12M
|
4.26K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 0.87% |
$2.79K - $2.98K
|
6.47K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.02K+ 9.86% |
$300K - $320K
|
67.1K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-20.2K- 2.39% |
$1.01M - $1.07M
|
827K
$44.1M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10.3K- 6.52% |
$515K - $550K
|
148K
$7.9M
|