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 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-476- 8.45% |
$23.7K - $25.3K
|
5.15K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
290+ 4.72% |
$14.4K - $15.4K
|
6.44K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.8K- 59.3% |
$636K - $680K
|
8.78K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-484K- 94.73% |
$24.1M - $25.8M
|
27K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.12KNew |
$255K - $272K
|
5.12K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
40.4K+ 266.08% |
$2.01M - $2.15M
|
55.6K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-340- 0.72% |
$16.9K - $18.1K
|
47.1K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 6.31% |
$51K - $54.5K
|
15.2K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-310- 0.58% |
$15.4K - $16.5K
|
53.6K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
126K+ 3100.49% |
$6.28M - $6.71M
|
130K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-47- 1.13% |
$2.34K - $2.5K
|
4.09K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.56K- 7.34% |
$227K - $242K
|
57.5K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
65.4KNew |
$3.26M - $3.48M
|
65.4K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-357- 18.06% |
$17.8K - $19K
|
1.62K
$82.3K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1+ 0.38% |
$49.8 - $53.2
|
262
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
7.61KNew |
$379K - $405K
|
7.61K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.21K+ 15.83% |
$210K - $224K
|
30.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.17K+ 1.26% |
$58.3K - $62.3K
|
94.2K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-548- 5.46% |
$27.3K - $29.1K
|
9.48K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.26K- 38.76% |
$212K - $227K
|
6.74K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.56KNew |
$376K - $402K
|
7.56K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
250+ 5.55% |
$12.4K - $13.3K
|
4.76K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 5.07% |
$332K - $355K
|
138K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26K+ 12.2% |
$1.29M - $1.38M
|
239K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.6K+ 3.58% |
$628K - $671K
|
365K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-19.8K- 47.03% |
$984K - $1.05M
|
22.3K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
504+ 10.83% |
$25.1K - $26.8K
|
5.16K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
950K+ 11.83% |
$47.3M - $50.5M
|
8.98M
$456M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.96K- 11.83% |
$347K - $370K
|
51.9K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
301K+ 49.94% |
$15M - $16M
|
903K
$45.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-67- 1.01% |
$3.34K - $3.56K
|
6.57K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.63K- 8.58% |
$81.1K - $86.6K
|
17.3K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.6K- 5.02% |
$679K - $725K
|
258K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-29.9K- 8.53% |
$1.49M - $1.59M
|
321K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158K+ 11.47% |
$7.84M - $8.38M
|
1.53M
$77.8M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.82K+ 1.75% |
$190K - $203K
|
222K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.2K- 49.65% |
$1.6M - $1.71M
|
32.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
9.5KNew |
$473K - $505K
|
9.5K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.67K+ 582.57% |
$133K - $142K
|
3.13K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
75.5K+ 117.12% |
$3.76M - $4.01M
|
140K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.93K- 4.44% |
$444K - $475K
|
192K
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6KNew |
$298K - $319K
|
6K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
22.6K+ 23.68% |
$1.13M - $1.2M
|
118K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
10.6K+ 18.83% |
$528K - $564K
|
66.9K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.25K+ 3.69% |
$311K - $332K
|
176K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 67.67% |
$44.8K - $47.9K
|
430
$21.8K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
148K+ 7.92% |
$7.35M - $7.86M
|
2.01M
$102M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-880- 2.99% |
$43.8K - $46.8K
|
28.6K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.28K+ 2.82% |
$163K - $175K
|
119K
$6.07M
|