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 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.81KNew |
$233K - $254K
|
4.81K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-60- 0.68% |
$2.91K - $3.17K
|
8.75K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5.54KNew |
$269K - $293K
|
5.54K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
51.4K+ 11.34% |
$2.5M - $2.72M
|
505K
$27.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.7K+ 7.63% |
$3.04M - $3.32M
|
885K
$47.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2New |
$97 - $106
|
2
$107
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-39- 28.68% |
$1.89K - $2.06K
|
97
$5.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.46K+ 32.57% |
$168K - $183K
|
14.1K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-171- 4.11% |
$8.3K - $9.04K
|
3.99K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.7KNew |
$713K - $777K
|
14.7K
$789K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 4.62% |
$5.92M - $6.45M
|
2.76M
$148M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
4.11K+ 39.64% |
$200K - $217K
|
14.5K
$778K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
362+ 2.31% |
$17.6K - $19.1K
|
16K
$858K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-120- 0.38% |
$5.82K - $6.34K
|
31.8K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
719+ 10.18% |
$34.9K - $38K
|
7.78K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$897K - $977K
|
18.5K
$992K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.49K- 10.99% |
$121K - $131K
|
20.1K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.49K- 48.56% |
$266K - $290K
|
5.81K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-175- 1.07% |
$8.49K - $9.25K
|
16.1K
$866K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.42K+ 4.73% |
$117K - $128K
|
53.6K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
56+ 0.83% |
$2.72K - $2.96K
|
6.77K
$363K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
327+ 199.39% |
$15.9K - $17.3K
|
491
$26.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12.9K+ 1.87% |
$626K - $682K
|
703K
$37.7M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21K+ 2.78% |
$58.6K - $63.9K
|
44.6K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
605+ 2.11% |
$29.3K - $32K
|
29.3K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
783+ 0.28% |
$38K - $41.4K
|
279K
$15M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
90+ 0.52% |
$4.37K - $4.76K
|
17.2K
$925K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.32K+ 2.7% |
$404K - $440K
|
317K
$17M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
24.1K+ 6.64% |
$1.17M - $1.27M
|
387K
$20.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11.8K+ 403.57% |
$570K - $621K
|
14.7K
$787K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.7K+ 6.9% |
$373K - $407K
|
119K
$6.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
8.46KNew |
$410K - $447K
|
8.46K
$454K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
13.1K+ 3.01% |
$638K - $695K
|
449K
$24.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.56K- 2.48% |
$75.7K - $82.5K
|
61.3K
$3.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.1K- 0.31% |
$53.4K - $58.2K
|
353K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 9.6% |
$112K - $122K
|
21.8K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-654- 8.84% |
$31.7K - $34.6K
|
6.75K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.3KNew |
$499K - $544K
|
10.3K
$552K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.91K+ 5.53% |
$287K - $313K
|
113K
$6.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.1K- 32.57% |
$490K - $534K
|
20.9K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.4K+ 4.4% |
$505K - $551K
|
247K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-944- 5.07% |
$45.8K - $49.9K
|
17.7K
$949K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.56K+ 1.77% |
$173K - $188K
|
205K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.54KNew |
$366K - $399K
|
7.54K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.44K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-458- 60.34% |
$22.2K - $24.2K
|
301
$16.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
996+ 23.57% |
$48.3K - $52.6K
|
5.22K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 6.43% |
$157K - $171K
|
47.2K
$2.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.59KNew |
$125K - $137K
|
2.59K
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
646K+ 68.38% |
$31.3M - $34.1M
|
1.59M
$85.3M
|