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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
287+ 5.65% |
$14.3K - $15.3K
|
5.37K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-738K- 12.73% |
$36.7M - $39.2M
|
5.06M
$267M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.52K+ 16.81% |
$75.5K - $80.7K
|
10.5K
$557K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.54K- 3.4% |
$76.6K - $81.9K
|
43.7K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-7.31K- 5.18% |
$364K - $389K
|
134K
$7.06M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
81+ 0.25% |
$4.03K - $4.31K
|
32.4K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 11.6% |
$8.35M - $8.93M
|
1.62M
$85.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.25K- 12.67% |
$411K - $439K
|
56.9K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.89K+ 97.93% |
$193K - $207K
|
7.85K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-29- 0.4% |
$1.44K - $1.54K
|
7.14K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.71KNew |
$135K - $144K
|
2.71K
$143K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
36.9K+ 79.42% |
$1.84M - $1.96M
|
83.3K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
503K+ 12.77% |
$25M - $26.7M
|
4.44M
$234M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-333K- 32.74% |
$16.6M - $17.7M
|
683K
$36.1M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.69K+ 9.79% |
$84.1K - $89.9K
|
19K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.63K+ 39.0% |
$80.9K - $86.4K
|
5.79K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-772- 1.41% |
$38.4K - $41.1K
|
53.9K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 3.17% |
$170K - $182K
|
104K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 6.24% |
$77.8K - $83.1K
|
23.5K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.33K+ 23.08% |
$265K - $284K
|
28.4K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.56K+ 5.2% |
$77.7K - $83K
|
31.6K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
237K+ 4.31% |
$11.8M - $12.6M
|
5.74M
$303M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.5K+ 22.44% |
$74.9K - $80K
|
8.21K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 31.89% |
$89.9K - $96.1K
|
7.47K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-238K- 3.42% |
$11.9M - $12.7M
|
6.72M
$355M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
578+ 0.76% |
$28.8K - $30.7K
|
76.5K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.17K+ 0.21% |
$58.2K - $62.2K
|
557K
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
247New |
$12.3K - $13.1K
|
247
$13K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$260K - $278K
|
5.23K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
804K+ 78.08% |
$40M - $42.8M
|
1.83M
$96.8M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
20.5K+ 10.03% |
$1.02M - $1.09M
|
225K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
190KNew |
$9.46M - $10.1M
|
190K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
305+ 0.44% |
$15.2K - $16.2K
|
69.2K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-255- 1.73% |
$12.7K - $13.6K
|
14.5K
$766K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
251K+ 7.42% |
$12.5M - $13.4M
|
3.64M
$192M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.55K+ 5.32% |
$77.2K - $82.4K
|
30.7K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$348 - $372
|
39.2K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
843+ 55.9% |
$42K - $44.8K
|
2.35K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.37K+ 22.65% |
$168K - $179K
|
18.3K
$964K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.6K+ 16.75% |
$79.7K - $85.2K
|
11.2K
$589K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.33K+ 1.6% |
$415K - $443K
|
529K
$27.9M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-728- 9.38% |
$36.2K - $38.7K
|
7.03K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.3KNew |
$314K - $335K
|
6.3K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
41.6K+ 12.72% |
$2.07M - $2.21M
|
369K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-795- 1.8% |
$39.6K - $42.3K
|
43.4K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.36M+ 25.0% |
$67.7M - $72.4M
|
6.8M
$359M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
83+ 138.33% |
$4.13K - $4.41K
|
143
$7.55K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-38.1K- 4.07% |
$1.89M - $2.02M
|
897K
$47.4M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
309+ 3.02% |
$15.4K - $16.4K
|
10.6K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
38.3K+ 6.85% |
$1.9M - $2.04M
|
597K
$31.5M
|