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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73K+ 4.17% |
$3.63M - $3.88M
|
1.82M
$97.1M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 137.85% |
$527K - $564K
|
18.3K
$975K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-644- 17.97% |
$32.1K - $34.3K
|
2.94K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
90.2KNew |
$4.49M - $4.8M
|
90.2K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.08KNew |
$203K - $217K
|
4.08K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-776- 1.17% |
$38.6K - $41.3K
|
65.3K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-511- 1.29% |
$25.4K - $27.2K
|
39.2K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
97New |
$4.83K - $5.16K
|
97
$5.17K
|
|
|
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
$674K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-101K- 71.3% |
$5.03M - $5.38M
|
40.7K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-580K- 31.33% |
$28.9M - $30.9M
|
1.27M
$67.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.5K- 19.55% |
$520K - $556K
|
43K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-141K- 5.18% |
$7M - $7.48M
|
2.57M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 0.68% |
$173K - $185K
|
516K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-59- 1.44% |
$2.94K - $3.14K
|
4.04K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-170- 0.83% |
$8.46K - $9.04K
|
20.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.1K+ 1.72% |
$105K - $112K
|
124K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
133+ 1.04% |
$6.62K - $7.07K
|
13K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-89K- 90.26% |
$4.43M - $4.73M
|
9.6K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.33K- 25.3% |
$215K - $230K
|
12.8K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
743+ 2.21% |
$37K - $39.5K
|
34.3K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.01K+ 13.86% |
$399K - $426K
|
65.8K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-466- 13.36% |
$23.2K - $24.8K
|
3.02K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.4K- 57.64% |
$2.01M - $2.15M
|
29.7K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.9K+ 438.89% |
$393K - $420K
|
9.7K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-576K- 92.69% |
$28.7M - $30.6M
|
45.4K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.8K- 2.39% |
$835K - $893K
|
686K
$36.6M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.16KNew |
$257K - $274K
|
5.16K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-23.4K- 12.26% |
$1.17M - $1.25M
|
168K
$8.95M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
223+ 11.01% |
$11.1K - $11.9K
|
2.25K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
267+ 0.51% |
$13.3K - $14.2K
|
52.3K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.08KNew |
$53.7K - $57.4K
|
1.08K
$57.5K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
179+ 3.73% |
$8.91K - $9.52K
|
4.98K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.94K+ 1.78% |
$346K - $369K
|
398K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 7.91% |
$526K - $562K
|
123K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-476- 8.45% |
$23.7K - $25.3K
|
5.15K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
290+ 4.72% |
$14.4K - $15.4K
|
6.44K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.8K- 59.3% |
$636K - $680K
|
8.78K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-484K- 94.73% |
$24.1M - $25.8M
|
27K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.12KNew |
$255K - $272K
|
5.12K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
40.4K+ 266.08% |
$2.01M - $2.15M
|
55.6K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-340- 0.72% |
$16.9K - $18.1K
|
47.1K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 6.31% |
$51K - $54.5K
|
15.2K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-310- 0.58% |
$15.4K - $16.5K
|
53.6K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-47- 1.13% |
$2.34K - $2.5K
|
4.09K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.56K- 7.34% |
$227K - $242K
|
57.5K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
65.4KNew |
$3.26M - $3.48M
|
65.4K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1+ 0.38% |
$49.8 - $53.2
|
262
$14K
|