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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-154- 12.25% |
$7.47K - $8.14K
|
1.1K
$59.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-113- 15.31% |
$5.48K - $5.97K
|
625
$33.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
143KNew |
$6.95M - $7.58M
|
143K
$7.69M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.25KNew |
$255K - $277K
|
5.25K
$282K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-37- 0.49% |
$1.79K - $1.96K
|
7.45K
$400K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.5K- 18.18% |
$2.06M - $2.24M
|
191K
$10.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
131K+ 20.65% |
$6.37M - $6.94M
|
767K
$41.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
141+ 0.22% |
$6.84K - $7.45K
|
63.1K
$3.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.5KNew |
$753K - $821K
|
15.5K
$833K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.01% |
$97 - $106
|
13.4K
$719K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20.3K+ 5.72% |
$982K - $1.07M
|
374K
$20.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-486- 7.28% |
$23.6K - $25.7K
|
6.19K
$332K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-966- 13.96% |
$46.9K - $51.1K
|
5.96K
$320K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.36M+ 1525.13% |
$66M - $71.9M
|
1.45M
$77.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
688New |
$33.4K - $36.4K
|
688
$36.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.01KNew |
$97.6K - $106K
|
2.01K
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
187+ 1.41% |
$9.07K - $9.88K
|
13.5K
$722K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-35.5K- 35.92% |
$1.72M - $1.88M
|
63.3K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
299KNew |
$14.5M - $15.8M
|
299K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.8KNew |
$1.4M - $1.52M
|
28.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.57K+ 63.86% |
$319K - $347K
|
16.9K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-505- 40.73% |
$24.5K - $26.7K
|
735
$39.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137KNew |
$6.66M - $7.26M
|
137K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
228+ 0.83% |
$11.1K - $12.1K
|
27.7K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 3.43% |
$710K - $774K
|
441K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.21M+ 67543.5% |
$156M - $169M
|
3.21M
$172M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.14K- 1.51% |
$104K - $113K
|
139K
$7.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
SELL
|
- |
-2.72K- 4.35% |
$132K - $144K
|
59.8K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$48.5 - $52.9
|
62.9K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
303K+ 5.03% |
$14.7M - $16M
|
6.33M
$340M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.41K- 1.62% |
$214K - $233K
|
268K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.2K+ 11.69% |
$4.67M - $5.08M
|
918K
$49.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-49K- 55.18% |
$2.38M - $2.59M
|
39.8K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.28K- 20.82% |
$62.2K - $67.8K
|
4.88K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.39K+ 22.98% |
$407K - $443K
|
44.9K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-222K- 14.96% |
$10.7M - $11.7M
|
1.26M
$67.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.17% |
$14.3K - $15.6K
|
6.78K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33.4K+ 6.76% |
$1.62M - $1.77M
|
528K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-225- 1.99% |
$10.9K - $11.9K
|
11.1K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-37.4K- 19.03% |
$1.81M - $1.98M
|
159K
$8.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.22K+ 7.88% |
$205K - $223K
|
57.8K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-526- 0.56% |
$25.5K - $27.8K
|
93.5K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-162K- 94.81% |
$7.84M - $8.54M
|
8.84K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.12K+ 1.78% |
$297K - $324K
|
350K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 2.44% |
$862K - $940K
|
710K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
137K+ 7.53% |
$6.64M - $7.23M
|
1.95M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.9K- 3.42% |
$1.3M - $1.42M
|
759K
$40.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 0.16% |
$34K - $37K
|
448K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-838- 4.87% |
$40.7K - $44.3K
|
16.4K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-120K- 3.99% |
$5.82M - $6.34M
|
2.89M
$155M
|