C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Spdr Portfolio S&P 500 Value E Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.67 Trillion
Q4 2025

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$52.12 - $55.33 $24,183 - $25,673	-464 Reduced 10.81%	3,830 $212 Million
Q2 2025 Nov 03, 2025	BUY	$45.11 - $52.34 $20,931 - $24,285	464 Added 12.11%	4,294 $225 Million
Q2 2025 Aug 05, 2025	SELL	$45.11 - $52.34 $57,019 - $66,157	-1,264 Reduced 22.74%	4,294 $225 Million
Q1 2025 May 12, 2025	SELL	$49.78 - $53.19 $5,724 - $6,116	-115 Reduced 2.03%	5,558 $284 Million
Q4 2024 Jan 31, 2025	BUY	$51.09 - $55.27 $289,833 - $313,546	5,673 New	5,673 $290 Million

Q3 2024 Oct 08, 2024	BUY	$48.51 - $52.86 $48,412 - $52,754	998 Added 12.15%	9,213 $487 Million
Q2 2024 Aug 02, 2024	BUY	$47.37 - $50.09 $123,256 - $130,334	2,602 Added 46.36%	8,215 $400 Million
Q1 2024 May 03, 2024	SELL	$45.88 - $50.1 $54,276 - $59,268	-1,183 Reduced 17.41%	5,613 $281 Million
Q4 2023 Feb 12, 2024	SELL	$39.63 - $46.73 $25,918 - $30,561	-654 Reduced 8.78%	6,796 $317 Million
Q3 2023 Nov 02, 2023	SELL	$41.15 - $44.69 $190,606 - $207,004	-4,632 Reduced 38.34%	7,450 $307 Million
Q2 2023 Jul 21, 2023	SELL	$40.17 - $43.27 $37,036 - $39,894	-922 Reduced 7.09%	12,082 $522 Million
Q1 2023 May 05, 2023	SELL	$38.68 - $42.77 $135,882 - $150,251	-3,513 Reduced 21.27%	13,004 $530 Million
Q4 2022 Feb 14, 2023	BUY	$34.79 - $40.71 $574,626 - $672,407	16,517 New	16,517 $642 Million

Others Institutions Holding SPYV

# of Institutions

1,201

Shares Held

479M

Call Options Held

127K

Put Options Held

14.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

81.7M
Shares

$4.59 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

46.4M
Shares

$2.61 Billion
0.8% of portfolio
Goldman Sachs Group Inc New York, NY

22.2M
Shares

$1.25 Billion
0.16% of portfolio
Allworth Financial LP

19.3M
Shares

$1.08 Billion
4.86% of portfolio
Morgan Stanley New York, NY

8.97M
Shares

$504 Million
0.03% of portfolio

View Full List

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