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 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
7.32K+ 1.41% |
$355K - $387K
|
527K
$28.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-5.4K- 32.19% |
$262K - $285K
|
11.4K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-158- 1.43% |
$7.66K - $8.35K
|
10.9K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-706- 12.94% |
$34.2K - $37.3K
|
4.75K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1- 0.01% |
$48.5 - $52.9
|
10.2K
$558K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.38K+ 1.23% |
$116K - $126K
|
196K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
658+ 1.72% |
$31.9K - $34.8K
|
39K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.51K+ 1.08% |
$73.4K - $80K
|
141K
$7.73M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-2.35K- 16.35% |
$114K - $124K
|
12K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
844+ 70.75% |
$40.9K - $44.6K
|
2.04K
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
646+ 10.15% |
$31.3K - $34.1K
|
7.01K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36.3K+ 7.46% |
$1.76M - $1.92M
|
522K
$28.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.2K+ 4.87% |
$58K - $63.2K
|
25.8K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.55K+ 3.13% |
$75K - $81.8K
|
51K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.49K+ 7.82% |
$169K - $184K
|
48.1K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
83.8K+ 5.52% |
$4.07M - $4.43M
|
1.6M
$87.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.65K+ 2.13% |
$79.8K - $87K
|
78.8K
$4.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.06K+ 4.57% |
$100K - $109K
|
47.2K
$2.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.62K+ 1.48% |
$127K - $139K
|
180K
$9.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17.8K+ 4.12% |
$863K - $940K
|
449K
$24.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
264New |
$12.8K - $14K
|
264
$14.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.4K+ 6.61% |
$988K - $1.08M
|
329K
$18M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.68K- 9.26% |
$372K - $406K
|
75.2K
$4.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
972New |
$47.2K - $51.4K
|
972
$53.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
12.8K+ 8.34% |
$621K - $676K
|
166K
$9.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.17K+ 39.12% |
$105K - $115K
|
7.73K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-754- 97.54% |
$36.6K - $39.9K
|
19
$1.04K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
624New |
$30.3K - $33K
|
624
$34.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.26K+ 2.96% |
$158K - $172K
|
113K
$6.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.58K+ 79.74% |
$174K - $189K
|
8.06K
$441K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 143.02% |
$5.97K - $6.5K
|
209
$11.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
100K+ 6.94% |
$4.85M - $5.29M
|
1.54M
$84.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.9KNew |
$189K - $206K
|
3.9K
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.72K- 2.14% |
$83.5K - $91K
|
78.8K
$4.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.41K+ 1.91% |
$68.6K - $74.7K
|
75.5K
$4.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
35+ 0.37% |
$1.7K - $1.85K
|
9.37K
$512K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 7.67% |
$53.9K - $58.7K
|
15.6K
$853K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
902+ 9.11% |
$43.8K - $47.7K
|
10.8K
$591K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-690- 0.18% |
$33.5K - $36.5K
|
379K
$20.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.5K+ 8.84% |
$1.72M - $1.88M
|
438K
$23.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62.9K+ 2.0% |
$3.05M - $3.33M
|
3.21M
$175M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-17.4K- 8.78% |
$843K - $918K
|
181K
$9.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-116K- 24.57% |
$5.64M - $6.14M
|
357K
$19.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-491- 5.34% |
$23.8K - $26K
|
8.71K
$476K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.9KNew |
$1.45M - $1.58M
|
29.9K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-932- 17.04% |
$45.2K - $49.3K
|
4.54K
$248K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
437+ 2.02% |
$21.2K - $23.1K
|
22K
$1.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.56K+ 76.57% |
$172K - $188K
|
8.2K
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.1K+ 160.13% |
$538K - $586K
|
18K
$985K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
67+ 0.51% |
$3.25K - $3.54K
|
13.3K
$726K
|