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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-633- 7.2% |
$29K - $31.7K
|
8.16K
$446K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.73K- 34.58% |
$125K - $137K
|
5.17K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
116+ 1.24% |
$5.32K - $5.81K
|
9.45K
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
4.27KNew |
$196K - $214K
|
4.27K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
40+ 3.79% |
$1.84K - $2K
|
1.1K
$59.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.3K+ 38.42% |
$106K - $115K
|
8.29K
$453K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.92KNew |
$272K - $296K
|
5.92K
$324K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
375New |
$17.2K - $18.8K
|
375
$20.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-200- 7.99% |
$9.18K - $10K
|
2.3K
$126K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.56K- 28.69% |
$117K - $128K
|
6.35K
$347K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 26.96% |
$1.42K - $1.55K
|
84
$4.59K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
152New |
$6.97K - $7.62K
|
152
$8.31K
|
|
| Q4 2023 | |||||||
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.69K+ 24.08% |
$186K - $219K
|
24.2K
$1.32M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.48K- 1.85% |
$58.6K - $69.1K
|
78.6K
$4.3M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
15.9K+ 5.83% |
$630K - $743K
|
289K
$15.8M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
514New |
$20.4K - $24K
|
514
$28.1K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$17.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
768+ 76800.0% |
$30.4K - $35.9K
|
769
$42K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.64KNew |
$64.8K - $76.4K
|
1.64K
$89.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
329New |
$13K - $15.4K
|
329
$18K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
27.2KNew |
$1.08M - $1.27M
|
27.2K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.84KNew |
$113K - $133K
|
2.84K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.16KNew |
$45.9K - $54.2K
|
1.16K
$63.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.27KNew |
$50.2K - $59.2K
|
1.27K
$69.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36.3K- 57.52% |
$1.44M - $1.7M
|
26.8K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.3K- 4.42% |
$51.6K - $60.8K
|
28.1K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
544New |
$21.6K - $25.4K
|
544
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-129- 1.78% |
$5.11K - $6.03K
|
7.11K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
328New |
$13K - $15.3K
|
328
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
579+ 904.69% |
$22.9K - $27.1K
|
643
$35.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
569New |
$22.5K - $26.6K
|
569
$31.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.64KNew |
$65.2K - $76.8K
|
1.64K
$89.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
71New |
$2.81K - $3.32K
|
71
$3.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$825K - $973K
|
20.8K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
5.29KNew |
$210K - $247K
|
5.29K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.65KNew |
$264K - $311K
|
6.65K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.75KNew |
$268K - $316K
|
6.75K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.29KNew |
$210K - $247K
|
5.29K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5.98KNew |
$237K - $279K
|
5.98K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
31+ 0.61% |
$1.23K - $1.45K
|
5.09K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
485KNew |
$19.2M - $22.7M
|
485K
$26.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
5.4K+ 54.02% |
$214K - $252K
|
15.4K
$841K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3.67K- 7.45% |
$145K - $171K
|
45.6K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.65KNew |
$184K - $217K
|
4.65K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.2K+ 9.26% |
$443K - $522K
|
132K
$7.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.33KNew |
$211K - $249K
|
5.33K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.57KNew |
$102K - $120K
|
2.57K
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9.65KNew |
$382K - $451K
|
9.65K
$528K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.02KNew |
$80.1K - $94.5K
|
2.02K
$111K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.41K- 20.47% |
$55.8K - $65.8K
|
5.47K
$299K
|
|