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 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.12K+ 0.47% |
$255K - $272K
|
1.08M
$55.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
62+ 1.06% |
$3.09K - $3.3K
|
5.93K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 0.34% |
$1.44K - $1.54K
|
8.6K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.5K+ 5.7% |
$1.07M - $1.15M
|
399K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.36% |
$2.04K - $2.18K
|
11.4K
$579K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.32K- 10.41% |
$65.7K - $70.2K
|
11.4K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.2K+ 11.34% |
$3.84M - $4.11M
|
758K
$38.5M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
824+ 14.35% |
$41K - $43.8K
|
6.57K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.6K- 91.66% |
$4.21M - $4.5M
|
7.7K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
20.2KNew |
$1.01M - $1.07M
|
20.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-29.8K- 25.76% |
$1.48M - $1.58M
|
85.8K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7.36KClosed |
$366K - $391K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.73KNew |
$236K - $252K
|
4.73K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.2KClosed |
$758K - $810K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.39K+ 134.87% |
$467K - $499K
|
16.3K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
553+ 0.99% |
$27.5K - $29.4K
|
56.2K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.38K- 17.33% |
$118K - $126K
|
11.3K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5.77K- 8.95% |
$287K - $307K
|
58.7K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.17K- 4.17% |
$158K - $168K
|
72.7K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.32K+ 1201.82% |
$65.8K - $70.3K
|
1.43K
$72.7K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-464- 0.7% |
$23.1K - $24.7K
|
65.7K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.7K- 13.89% |
$284K - $303K
|
35.3K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
998+ 475.24% |
$49.7K - $53.1K
|
1.21K
$61.4K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.71K- 5.15% |
$85.3K - $91.2K
|
31.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-427- 0.56% |
$21.3K - $22.7K
|
75.3K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 1.23% |
$3.88K - $4.15K
|
6.44K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
456+ 2.93% |
$22.7K - $24.3K
|
16K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-22.1K- 75.71% |
$1.1M - $1.18M
|
7.1K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.8K- 2.19% |
$687K - $734K
|
617K
$31.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.8KNew |
$935K - $999K
|
18.8K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.9KNew |
$692K - $740K
|
13.9K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-189- 1.17% |
$9.41K - $10.1K
|
16K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.31K+ 13.02% |
$314K - $336K
|
54.8K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
211K+ 292.2% |
$10.5M - $11.2M
|
283K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
41.5K+ 1.07% |
$2.07M - $2.21M
|
3.94M
$200M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.39K+ 44.93% |
$169K - $180K
|
10.9K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 39.47% |
$747 - $798
|
53
$2.69K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-22- 0.1% |
$1.1K - $1.17K
|
22.7K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.08K+ 1.25% |
$153K - $164K
|
249K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
287+ 5.65% |
$14.3K - $15.3K
|
5.37K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-738K- 12.73% |
$36.7M - $39.2M
|
5.06M
$257M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.52K+ 16.81% |
$75.5K - $80.7K
|
10.5K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.54K- 3.4% |
$76.6K - $81.9K
|
43.7K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-7.31K- 5.18% |
$364K - $389K
|
134K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
81+ 0.25% |
$4.03K - $4.31K
|
32.4K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 11.6% |
$8.35M - $8.93M
|
1.62M
$82M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.25K- 12.67% |
$411K - $439K
|
56.9K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.89K+ 97.93% |
$193K - $207K
|
7.85K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-29- 0.4% |
$1.44K - $1.54K
|
7.14K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.71KNew |
$135K - $144K
|
2.71K
$138K
|