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
|
Fortune 45 LLC
|
SELL
|
- |
-35.4K- 72.73% |
$1.76M - $1.88M
|
13.3K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 9.11% |
$87K - $93K
|
20.9K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
182K+ 31.74% |
$9.04M - $9.66M
|
754K
$39.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.88K- 4.45% |
$143K - $153K
|
61.9K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95K+ 22.67% |
$4.73M - $5.05M
|
514K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.7K+ 10.87% |
$3.87M - $4.13M
|
792K
$41.8M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
104K+ 16.67% |
$5.16M - $5.51M
|
725K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-497- 1.42% |
$24.7K - $26.4K
|
34.4K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.3K+ 4.53% |
$1.11M - $1.19M
|
516K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-476- 2.64% |
$23.7K - $25.3K
|
17.6K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196K+ 3.29% |
$9.74M - $10.4M
|
6.14M
$324M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
623K+ 6.78% |
$31M - $33.1M
|
9.81M
$518M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
146+ 0.44% |
$7.27K - $7.77K
|
33.4K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
27.6K+ 529.56% |
$1.37M - $1.47M
|
32.8K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.74MNew |
$136M - $146M
|
2.74M
$145M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$28.9K - $30.9K
|
580
$30.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
92+ 0.42% |
$4.58K - $4.89K
|
22.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.31K+ 75.75% |
$214K - $229K
|
9.99K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-62.1K- 15.12% |
$3.09M - $3.3M
|
349K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.8K+ 2.84% |
$635K - $678K
|
461K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.34K+ 5.12% |
$66.6K - $71.2K
|
27.5K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82.9K+ 12.34% |
$4.13M - $4.41M
|
755K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 0.4% |
$70.8K - $75.7K
|
358K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.72KNew |
$484K - $517K
|
9.72K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
200+ 1.89% |
$9.96K - $10.6K
|
10.8K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.35K+ 1.47% |
$67.1K - $71.6K
|
93.1K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12M- 21.03% |
$55.9M - $59.8M
|
4.22M
$223M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73K+ 4.17% |
$3.63M - $3.88M
|
1.82M
$96.2M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 137.85% |
$527K - $564K
|
18.3K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-644- 17.97% |
$32.1K - $34.3K
|
2.94K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
90.2KNew |
$4.49M - $4.8M
|
90.2K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.08KNew |
$203K - $217K
|
4.08K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-776- 1.17% |
$38.6K - $41.3K
|
65.3K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-511- 1.29% |
$25.4K - $27.2K
|
39.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
97New |
$4.83K - $5.16K
|
97
$5.12K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-7.72KClosed |
$384K - $411K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-82- 0.64% |
$4.08K - $4.36K
|
12.7K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-101K- 71.3% |
$5.03M - $5.38M
|
40.7K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-580K- 31.33% |
$28.9M - $30.9M
|
1.27M
$67.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.5K- 19.55% |
$520K - $556K
|
43K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-141K- 5.18% |
$7M - $7.48M
|
2.57M
$136M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 0.68% |
$173K - $185K
|
516K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-59- 1.44% |
$2.94K - $3.14K
|
4.04K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-170- 0.83% |
$8.46K - $9.04K
|
20.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.1K+ 1.72% |
$105K - $112K
|
124K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
133+ 1.04% |
$6.62K - $7.07K
|
13K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-89K- 90.26% |
$4.43M - $4.73M
|
9.6K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.33K- 25.3% |
$215K - $230K
|
12.8K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
743+ 2.21% |
$37K - $39.5K
|
34.3K
$1.81M
|