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 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.58K- 1.8% |
$76.8K - $83.7K
|
86.3K
$4.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18K- 4.82% |
$875K - $954K
|
356K
$19.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-130- 20.9% |
$6.31K - $6.87K
|
492
$26.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
212K+ 5.11% |
$10.3M - $11.2M
|
4.35M
$233M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.63KNew |
$78.9K - $86K
|
1.63K
$87.3K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
998+ 12.15% |
$48.4K - $52.8K
|
9.21K
$494K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-96.7K- 44.15% |
$4.69M - $5.11M
|
122K
$6.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43.9K+ 40.14% |
$2.13M - $2.32M
|
153K
$8.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
276New |
$13.4K - $14.6K
|
276
$14.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
15.1K+ 3.6% |
$731K - $796K
|
434K
$23.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.25K- 19.84% |
$60.4K - $65.9K
|
5.03K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.7KNew |
$1.34M - $1.46M
|
27.7K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.94KNew |
$191K - $208K
|
3.94K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.29K- 0.99% |
$256K - $279K
|
526K
$28.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.24% |
$1.46K - $1.59K
|
12.2K
$656K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
9.15K+ 41.68% |
$444K - $484K
|
31.1K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.43K- 8.85% |
$69.5K - $75.7K
|
14.8K
$792K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-467- 0.89% |
$22.7K - $24.7K
|
51.9K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.45K+ 2.05% |
$119K - $129K
|
122K
$6.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
143+ 2.99% |
$6.94K - $7.56K
|
4.93K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
570+ 11.14% |
$27.7K - $30.1K
|
5.69K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-343- 3.91% |
$16.6K - $18.1K
|
8.43K
$452K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
990+ 1.81% |
$48K - $52.3K
|
55.6K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
45.2K+ 2.83% |
$2.19M - $2.39M
|
1.64M
$88M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.81KNew |
$233K - $254K
|
4.81K
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 38.73% |
$119K - $129K
|
3.87K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
9.21K+ 15.52% |
$447K - $487K
|
68.6K
$3.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-817- 8.03% |
$39.6K - $43.2K
|
9.36K
$502K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-125K- 40.78% |
$6.04M - $6.58M
|
181K
$9.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-856- 1.5% |
$41.5K - $45.2K
|
56.1K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
18.5K+ 28.0% |
$899K - $979K
|
84.7K
$4.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 0.12% |
$388 - $423
|
6.61K
$355K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-24- 0.28% |
$1.16K - $1.27K
|
8.58K
$460K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.9K- 11.77% |
$141K - $153K
|
21.7K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.4K- 0.89% |
$68.1K - $74.2K
|
157K
$8.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-862- 2.37% |
$41.8K - $45.6K
|
35.5K
$1.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.62K- 1.66% |
$467K - $508K
|
569K
$30.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.8K+ 44.68% |
$1.98M - $2.16M
|
132K
$7.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.18KNew |
$203K - $221K
|
4.18K
$224K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.3K- 2.3% |
$63.2K - $68.8K
|
55.4K
$2.97M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.51K- 16.08% |
$122K - $133K
|
13.1K
$703K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$755K - $823K
|
15.6K
$835K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.5K+ 117.93% |
$1.91M - $2.09M
|
72.9K
$3.91M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.46% |
$48.5 - $52.9
|
220
$11.8K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-253- 49.32% |
$12.3K - $13.4K
|
260
$13.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.62K+ 3.44% |
$224K - $244K
|
139K
$7.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-14.9K- 1.69% |
$725K - $790K
|
870K
$46.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 1.36% |
$4.85K - $5.29K
|
7.48K
$401K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.02K+ 3.31% |
$48.1K - $50.9K
|
31.7K
$1.7M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
119+ 0.34% |
$5.64K - $5.96K
|
35.5K
$1.9M
|
|