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 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.36K- 44.11% |
$179K - $195K
|
5.53K
$305K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3+ 0.17% |
$123 - $134
|
1.77K
$97.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
200+ 909.09% |
$8.23K - $8.94K
|
222
$12.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.16% |
$329 - $358
|
5.02K
$276K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
78New |
$3.21K - $3.49K
|
78
$4.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.02KNew |
$248K - $269K
|
6.02K
$332K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-487- 68.4% |
$20K - $21.8K
|
225
$12.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-571- 2.52% |
$23.5K - $25.5K
|
22.1K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
9.22KNew |
$379K - $412K
|
9.22K
$508K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-90- 22.22% |
$3.7K - $4.02K
|
315
$17.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$417K - $453K
|
10.1K
$559K
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2KNew |
$421K - $457K
|
10.2K
$564K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.42KNew |
$347K - $376K
|
8.42K
$464K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$123 - $134
|
3
$165
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.52K- 7.29% |
$101K - $109K
|
32K
$1.76M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.27K- 58.73% |
$332K - $358K
|
5.81K
$320K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
566New |
$22.7K - $24.5K
|
566
$31.2K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-13.8K- 27.6% |
$556K - $599K
|
36.3K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
9.75KNew |
$392K - $422K
|
9.75K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.2K- 30.56% |
$88.4K - $95.2K
|
5K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.3K+ 86.67% |
$52.2K - $56.3K
|
2.8K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6KNew |
$241K - $260K
|
6K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.61K- 1.09% |
$105K - $113K
|
238K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
13+ 0.03% |
$522 - $563
|
37.6K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.79K- 30.63% |
$232K - $250K
|
13.1K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
17.4KNew |
$698K - $752K
|
17.4K
$957K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
3.03KNew |
$122K - $131K
|
3.03K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-92- 0.51% |
$3.7K - $3.98K
|
17.9K
$988K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$1.29K - $1.38K
|
32
$1.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.64K- 20.06% |
$65.9K - $71K
|
6.54K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-539- 4.87% |
$21.7K - $23.3K
|
10.5K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-157K- 4.97% |
$6.32M - $6.81M
|
3.01M
$166M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.69% |
$40.2 - $43.3
|
60
$3.31K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
259New |
$10.4K - $11.2K
|
259
$14.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
12.9KNew |
$520K - $560K
|
12.9K
$713K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9.55K- 34.21% |
$384K - $413K
|
18.4K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.19KNew |
$47.7K - $51.4K
|
1.19K
$65.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
28KNew |
$1.12M - $1.21M
|
28K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.38% |
$80.3 - $86.5
|
532
$29.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.9K- 12.73% |
$558K - $601K
|
95.3K
$5.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.1K+ 57.66% |
$485K - $522K
|
33K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
95.7KNew |
$3.85M - $4.14M
|
95.7K
$5.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
PUT |
-68.6K- 76.65% |
$2.76M - $2.97M
|
20.9K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
254New |
$10.2K - $11K
|
254
$14K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
340New |
$13.7K - $14.7K
|
340
$18.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.53% |
$121 - $130
|
571
$31.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
657K+ 32.71% |
$26.4M - $28.4M
|
2.67M
$147M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.51% |
$161 - $173
|
783
$43.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
7.53KNew |
$303K - $326K
|
7.53K
$415K
|
|