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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.81% |
$255 - $276
|
625
$33.3K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106K- 84.8% |
$5.43M - $5.87M
|
19K
$1.01M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
11+ 275.0% |
$562 - $608
|
15
$800
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
27KNew |
$1.38M - $1.49M
|
27K
$1.44M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$21.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.78KNew |
$244K - $264K
|
4.78K
$255K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.05KNew |
$360K - $390K
|
7.05K
$376K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.51KNew |
$77.4K - $83.7K
|
1.51K
$80.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.12KNew |
$364K - $393K
|
7.12K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
276K+ 1269.31% |
$14.1M - $15.2M
|
298K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
13.7KNew |
$700K - $757K
|
13.7K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.94K+ 31.49% |
$99K - $107K
|
8.09K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
21+ 0.42% |
$1.07K - $1.16K
|
5.07K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.08K+ 19.09% |
$106K - $115K
|
13K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
31New |
$1.58K - $1.71K
|
31
$1.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$765K - $828K
|
15K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-62.7K- 35.68% |
$3.2M - $3.46M
|
113K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
808+ 15.02% |
$41.3K - $44.7K
|
6.19K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.14K+ 5.79% |
$416K - $450K
|
149K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5.75KNew |
$294K - $318K
|
5.75K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
96.3KNew |
$4.92M - $5.32M
|
96.3K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-82- 1.07% |
$4.19K - $4.53K
|
7.55K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-220- 0.71% |
$11.2K - $12.2K
|
30.7K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.51K+ 23.02% |
$76.9K - $83.2K
|
8.04K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.9K- 1.72% |
$250K - $271K
|
279K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
145KNew |
$7.41M - $8.02M
|
145K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
328+ 2.45% |
$16.8K - $18.1K
|
13.7K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-84- 0.98% |
$4.29K - $4.64K
|
8.49K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
45New |
$2.3K - $2.49K
|
45
$2.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.1K- 42.09% |
$158K - $171K
|
4.27K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.29KNew |
$219K - $237K
|
4.29K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.01KNew |
$51.8K - $56K
|
1.01K
$54K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
95New |
$4.85K - $5.25K
|
95
$5.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
99+ 19.45% |
$5.06K - $5.47K
|
608
$32.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
46+ 0.16% |
$2.35K - $2.54K
|
28K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.93K- 55.65% |
$252K - $272K
|
3.93K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$827K - $895K
|
16.2K
$863K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8.4K- 13.74% |
$429K - $464K
|
52.8K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
35New |
$1.79K - $1.93K
|
35
$1.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.15KNew |
$212K - $229K
|
4.15K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
800New |
$40.9K - $44.2K
|
800
$42.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.32KNew |
$67.5K - $73.1K
|
1.32K
$70.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
98+ 1.81% |
$5.01K - $5.42K
|
5.5K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 29.98% |
$94.6K - $102K
|
4.33K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-302- 5.66% |
$15.4K - $16.7K
|
5.03K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.3KNew |
$118K - $127K
|
2.3K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.67K- 63.18% |
$85.4K - $92.4K
|
974
$51.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.22KNew |
$216K - $233K
|
4.22K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
722New |
$36.9K - $39.9K
|
722
$38.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.63KNew |
$83K - $89.8K
|
1.63K
$86.6K
|