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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
19.3K+ 3.7% |
$987K - $1.07M
|
542K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.82KNew |
$297K - $322K
|
5.82K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
30+ 0.65% |
$1.53K - $1.66K
|
4.62K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.38K- 1.79% |
$326K - $353K
|
350K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.02K- 7.32% |
$257K - $278K
|
63.6K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-67- 0.62% |
$3.42K - $3.7K
|
10.7K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
9.98K+ 2.3% |
$510K - $552K
|
444K
$22.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.2K- 9.85% |
$570K - $617K
|
102K
$5.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 0.65% |
$189K - $204K
|
566K
$28.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
78+ 0.35% |
$3.99K - $4.31K
|
22.1K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.93K- 2.98% |
$98.3K - $106K
|
62.8K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.42K- 5.38% |
$124K - $134K
|
42.5K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.13K- 1.33% |
$57.5K - $62.2K
|
83.6K
$4.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.3K- 4.3% |
$783K - $847K
|
341K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.5KNew |
$281K - $304K
|
5.5K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.72K- 2.67% |
$190K - $206K
|
136K
$6.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 3.44% |
$1.28K - $1.38K
|
702
$35.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.16K+ 458.73% |
$59.1K - $63.9K
|
1.41K
$71.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
24.2K+ 4.59% |
$1.24M - $1.34M
|
551K
$28.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
130K+ 33.56% |
$6.64M - $7.18M
|
517K
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
32+ 0.1% |
$1.63K - $1.77K
|
31.2K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9.11K- 1.42% |
$466K - $504K
|
631K
$32.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
23KNew |
$1.18M - $1.27M
|
23K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
24K+ 16.22% |
$1.22M - $1.33M
|
172K
$8.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.69K+ 6.56% |
$138K - $149K
|
43.8K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
28+ 0.42% |
$1.43K - $1.55K
|
6.64K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
655+ 1.22% |
$33.5K - $36.2K
|
54.2K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 5.46% |
$981K - $1.06M
|
371K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-150- 0.18% |
$7.66K - $8.29K
|
82.4K
$4.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-61- 62.89% |
$3.12K - $3.37K
|
36
$1.84K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.27KNew |
$218K - $236K
|
4.27K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.69K+ 3.85% |
$239K - $259K
|
126K
$6.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
54+ 1.1% |
$2.76K - $2.98K
|
4.98K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.02KNew |
$359K - $388K
|
7.02K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-59.4K- 3.62% |
$3.03M - $3.28M
|
1.58M
$80.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-100- 1.71% |
$5.11K - $5.53K
|
5.73K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.39K- 2.5% |
$70.9K - $76.7K
|
54K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-723- 5.36% |
$36.9K - $40K
|
12.8K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
158K+ 417.06% |
$8.07M - $8.73M
|
196K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 1.85% |
$53.1K - $57.4K
|
55K
$2.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.6K- 16.68% |
$184K - $199K
|
18K
$918K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-129- 20.67% |
$6.59K - $7.13K
|
495
$25.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
314+ 3.66% |
$16K - $17.4K
|
8.89K
$454K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.78K+ 4.42% |
$91.1K - $98.6K
|
42.2K
$2.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
4.26K+ 3.02% |
$218K - $236K
|
146K
$7.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.4K+ 86.87% |
$582K - $629K
|
24.5K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
16K+ 3.57% |
$820K - $887K
|
465K
$23.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15.5K+ 12.67% |
$792K - $857K
|
138K
$7.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-420- 5.13% |
$21.5K - $23.2K
|
7.76K
$396K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.09% |
$664 - $719
|
14.8K
$754K
|