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 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 0.49% |
$1.55K - $1.69K
|
6.56K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-429- 0.35% |
$20.8K - $22.7K
|
122K
$6.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.26K+ 26.79% |
$449K - $489K
|
43.8K
$2.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 2.36% |
$1.07M - $1.17M
|
915K
$49.1M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
740+ 4.69% |
$35.9K - $39.1K
|
16.5K
$885K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 3.14% |
$519K - $565K
|
352K
$18.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-546K- 93.45% |
$26.5M - $28.8M
|
38.3K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
334+ 4.31% |
$16.2K - $17.7K
|
8.08K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-17- 0.02% |
$825 - $899
|
82.8K
$4.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-523- 6.08% |
$25.4K - $27.6K
|
8.08K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.1KNew |
$199K - $217K
|
4.1K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
931+ 10.44% |
$45.2K - $49.2K
|
9.85K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.96K+ 1.11% |
$289K - $315K
|
540K
$29M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.07% |
$146 - $159
|
4.36K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
234K+ 22.13% |
$11.4M - $12.4M
|
1.29M
$69.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
16.6K+ 3.98% |
$805K - $878K
|
433K
$23.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.6K- 9.19% |
$1.73M - $1.88M
|
352K
$18.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
86.1K+ 9.95% |
$4.18M - $4.55M
|
952K
$51.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.17K+ 12.53% |
$299K - $326K
|
55.4K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.53K+ 0.38% |
$220K - $239K
|
1.18M
$63.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 6.27% |
$224K - $244K
|
78.4K
$4.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.3K+ 8.01% |
$790K - $861K
|
220K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.79K- 13.34% |
$232K - $253K
|
31.1K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.81K- 6.03% |
$136K - $149K
|
43.8K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4KNew |
$194K - $211K
|
4K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 4.67% |
$114K - $125K
|
48.2K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.82% |
$527K - $575K
|
397K
$21.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.98KNew |
$193K - $211K
|
3.98K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.98K+ 2.35% |
$145K - $158K
|
130K
$6.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.2K+ 5.77% |
$252K - $275K
|
95.4K
$5.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-408- 5.8% |
$19.8K - $21.6K
|
6.62K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.53K- 0.96% |
$74.3K - $80.9K
|
157K
$8.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
640+ 3.69% |
$31K - $33.8K
|
18K
$965K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.33K+ 188.2% |
$162K - $176K
|
5.1K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
73+ 0.59% |
$3.54K - $3.86K
|
12.5K
$672K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.04% |
$194 - $211
|
11.3K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
57+ 0.83% |
$2.77K - $3.01K
|
6.91K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.4K- 65.79% |
$67.8K - $73.9K
|
727
$39K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7.13K+ 3.54% |
$346K - $377K
|
209K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
23.5K+ 10.03% |
$1.14M - $1.24M
|
258K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
121K+ 50.05% |
$5.87M - $6.4M
|
363K
$19.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-14.7K- 23.34% |
$712K - $776K
|
48.2K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21.5K- 83.93% |
$1.05M - $1.14M
|
4.13K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.03K+ 24.31% |
$390K - $425K
|
41.1K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
885New |
$42.9K - $46.8K
|
885
$47.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3- 0.02% |
$146 - $159
|
13.6K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-24.2K- 1.24% |
$1.17M - $1.28M
|
1.93M
$103M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.9KNew |
$1.84M - $2M
|
37.9K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.07K- 1.84% |
$343K - $374K
|
377K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
7.32K+ 1.41% |
$355K - $387K
|
527K
$28.3M
|