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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.67K+ 1.18% |
$81.1K - $88.4K
|
143K
$7.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
39.8K+ 10.27% |
$1.93M - $2.1M
|
427K
$22.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.32K- 7.58% |
$452K - $492K
|
114K
$6.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.2K- 26.04% |
$737K - $803K
|
43.1K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.57K+ 11.89% |
$76.3K - $83.1K
|
14.8K
$794K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.22K+ 1.42% |
$253K - $276K
|
373K
$20M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-864- 0.44% |
$41.9K - $45.7K
|
197K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
403+ 1.93% |
$19.5K - $21.3K
|
21.2K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.49K+ 2.54% |
$169K - $184K
|
141K
$7.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
41+ 0.05% |
$1.99K - $2.17K
|
85.4K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-16.9K- 47.29% |
$820K - $894K
|
18.8K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
159K+ 10.09% |
$7.7M - $8.39M
|
1.73M
$92.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.9K+ 2.52% |
$1.79M - $1.95M
|
1.5M
$80.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.95K- 2.59% |
$482K - $526K
|
375K
$20.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$48.5 - $52.9
|
26.3K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
14.4K+ 12.83% |
$698K - $760K
|
126K
$6.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-12.8K- 61.96% |
$620K - $676K
|
7.85K
$421K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
4.42K+ 0.2% |
$215K - $234K
|
2.21M
$119M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-338- 0.66% |
$16.4K - $17.9K
|
50.8K
$2.73M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-4.02K- 1.66% |
$195K - $212K
|
238K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
164KNew |
$7.96M - $8.67M
|
164K
$8.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.5K+ 8.24% |
$4.24M - $4.62M
|
1.15M
$61.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
651+ 0.9% |
$31.6K - $34.4K
|
73K
$3.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.11K- 9.78% |
$393K - $429K
|
74.8K
$4.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-664- 6.03% |
$32.2K - $35.1K
|
10.3K
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.19K+ 10.08% |
$300K - $327K
|
67.6K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
478K+ 896.53% |
$23.2M - $25.3M
|
531K
$28.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
54.6K+ 32.91% |
$2.65M - $2.88M
|
220K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-795- 4.51% |
$38.6K - $42K
|
16.8K
$902K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
408K+ 734.96% |
$19.8M - $21.6M
|
464K
$24.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-41.7K- 5.47% |
$2.02M - $2.2M
|
719K
$38.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
40.4K+ 30.89% |
$1.96M - $2.14M
|
171K
$9.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
5.38K+ 5.8% |
$261K - $284K
|
98.1K
$5.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.34K- 5.78% |
$404K - $441K
|
136K
$7.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
614K+ 113776.3% |
$29.8M - $32.5M
|
615K
$33M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-96- 0.73% |
$4.66K - $5.07K
|
13K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.74K+ 1.1% |
$133K - $145K
|
252K
$13.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-731K- 48.09% |
$35.4M - $38.6M
|
789K
$42.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-39- 8.5% |
$1.89K - $2.06K
|
420
$22.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12.7K+ 7.01% |
$615K - $670K
|
194K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.84K- 1.81% |
$235K - $256K
|
263K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75- 0.86% |
$3.64K - $3.96K
|
8.65K
$464K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 0.51% |
$8.54K - $9.3K
|
34.8K
$1.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
623+ 1.4% |
$30.2K - $32.9K
|
45.2K
$2.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.14% |
$1.5K - $1.64K
|
22.9K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
662+ 0.51% |
$32.1K - $35K
|
131K
$7.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-762- 52.99% |
$37K - $40.3K
|
676
$36.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.99K- 71.84% |
$96.6K - $105K
|
781
$41.9K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-39.5K- 8.58% |
$1.92M - $2.09M
|
421K
$22.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-60- 0.65% |
$2.91K - $3.17K
|
9.13K
$490K
|