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 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
528K+ 6211.52% |
$26.3M - $28.1M
|
536K
$28.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35.7K- 6.15% |
$1.78M - $1.9M
|
546K
$29.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
142KNew |
$7.08M - $7.57M
|
142K
$7.59M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
617New |
$30.7K - $32.8K
|
617
$32.9K
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
255KNew |
$12.7M - $13.6M
|
255K
$13.6M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-35- 0.25% |
$1.74K - $1.86K
|
14.1K
$753K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.94M+ 63.08% |
$96.7M - $103M
|
5.02M
$268M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.66K+ 13.68% |
$282K - $301K
|
47K
$2.51M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.55K+ 36.52% |
$177K - $189K
|
13.3K
$708K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-832- 11.92% |
$41.4K - $44.3K
|
6.15K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.4K+ 499.9% |
$1.21M - $1.3M
|
29.3K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.49% |
$49.8 - $53.2
|
206
$11K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.1K+ 142547.38% |
$1.35M - $1.44M
|
27.1K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
320K+ 36.83% |
$15.9M - $17M
|
1.19M
$63.4M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
84.5KNew |
$4.21M - $4.5M
|
84.5K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15.3K+ 29.46% |
$763K - $816K
|
67.4K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
78.9K+ 1.95% |
$3.93M - $4.2M
|
4.13M
$220M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
47.9KNew |
$2.38M - $2.55M
|
47.9K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 16.96% |
$85.5K - $91.3K
|
8.41K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
19.9KNew |
$989K - $1.06M
|
19.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-399- 2.74% |
$19.9K - $21.2K
|
14.2K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-135K- 45.42% |
$6.72M - $7.18M
|
162K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-215- 16.77% |
$10.7K - $11.4K
|
1.07K
$56.9K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-35.4K- 72.73% |
$1.76M - $1.88M
|
13.3K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 9.11% |
$87K - $93K
|
20.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
182K+ 31.74% |
$9.04M - $9.66M
|
754K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.88K- 4.45% |
$143K - $153K
|
61.9K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95K+ 22.67% |
$4.73M - $5.05M
|
514K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.7K+ 10.87% |
$3.87M - $4.13M
|
792K
$42.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
104K+ 16.67% |
$5.16M - $5.51M
|
725K
$38.6M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-497- 1.42% |
$24.7K - $26.4K
|
34.4K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.3K+ 4.53% |
$1.11M - $1.19M
|
516K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-476- 2.64% |
$23.7K - $25.3K
|
17.6K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196K+ 3.29% |
$9.74M - $10.4M
|
6.14M
$327M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
623K+ 6.78% |
$31M - $33.1M
|
9.81M
$523M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
146+ 0.44% |
$7.27K - $7.77K
|
33.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
27.6K+ 529.56% |
$1.37M - $1.47M
|
32.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.74MNew |
$136M - $146M
|
2.74M
$146M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$28.9K - $30.9K
|
580
$30.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
92+ 0.42% |
$4.58K - $4.89K
|
22.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.31K+ 75.75% |
$214K - $229K
|
9.99K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-62.1K- 15.12% |
$3.09M - $3.3M
|
349K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.8K+ 2.84% |
$635K - $678K
|
461K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.34K+ 5.12% |
$66.6K - $71.2K
|
27.5K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82.9K+ 12.34% |
$4.13M - $4.41M
|
755K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 0.4% |
$70.8K - $75.7K
|
358K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.72KNew |
$484K - $517K
|
9.72K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
200+ 1.89% |
$9.96K - $10.6K
|
10.8K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.35K+ 1.47% |
$67.1K - $71.6K
|
93.1K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12M- 21.03% |
$55.9M - $59.8M
|
4.22M
$225M
|