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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
27New |
$1.08K - $1.17K
|
27
$1.49K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.74K- 49.45% |
$70K - $75.4K
|
1.78K
$98.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-34.8K- 84.51% |
$1.4M - $1.51M
|
6.38K
$352K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.03KNew |
$202K - $218K
|
5.03K
$277K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$80.3 - $86.5
|
2
$110
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
34New |
$1.37K - $1.47K
|
34
$1.87K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-45.4K- 28.48% |
$1.82M - $1.97M
|
114K
$6.29M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
34New |
$1.37K - $1.47K
|
34
$1.87K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.61KNew |
$105K - $113K
|
2.61K
$144K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
5.9KNew |
$237K - $255K
|
5.9K
$325K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
4.79KNew |
$192K - $207K
|
4.79K
$264K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.13KClosed |
$276K - $305K
|
0
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 4.76% |
$116 - $128
|
60
$3.31K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
21New |
$812 - $898
|
21
$1.16K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
244New |
$9.44K - $10.4K
|
244
$13.4K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-273- 0.34% |
$10.6K - $11.7K
|
79.4K
$4.37M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
200New |
$7.74K - $8.55K
|
200
$11K
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.93K- 9.44% |
$191K - $211K
|
47.3K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-127K- 94.01% |
$4.92M - $5.44M
|
8.1K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.51K- 2.74% |
$58.5K - $64.7K
|
53.8K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 6.27% |
$122K - $135K
|
53.5K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.74K- 33.2% |
$145K - $160K
|
7.53K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
545New |
$21.1K - $23.3K
|
545
$30K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
569New |
$22K - $24.3K
|
569
$31.4K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.7KNew |
$1.38M - $1.53M
|
35.7K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-121- 50.21% |
$4.68K - $5.18K
|
120
$6.61K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.95KNew |
$191K - $212K
|
4.95K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
556+ 1.13% |
$21.5K - $23.8K
|
49.6K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-825K- 98.55% |
$31.9M - $35.3M
|
12.2K
$670K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3K- 16.15% |
$116K - $128K
|
15.6K
$859K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.68KNew |
$220K - $243K
|
5.68K
$313K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.36% |
$38.7 - $42.8
|
282
$15.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
106New |
$4.1K - $4.53K
|
106
$5.84K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.12K- 6.07% |
$353K - $390K
|
141K
$7.77M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
126+ 0.99% |
$4.87K - $5.39K
|
12.8K
$707K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.84K+ 6.68% |
$71.1K - $78.6K
|
29.4K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.14K+ 7809.43% |
$160K - $177K
|
4.19K
$231K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 37.75% |
$76.2K - $84.3K
|
7.19K
$396K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.02KNew |
$194K - $215K
|
5.02K
$277K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$754K - $834K
|
19.5K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
956+ 0.29% |
$37K - $40.9K
|
335K
$18.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.4KNew |
$788K - $872K
|
20.4K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-429- 7.88% |
$16.6K - $18.3K
|
5.02K
$277K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.82K+ 7.82% |
$70.4K - $77.8K
|
25.1K
$1.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
18.1KNew |
$698K - $772K
|
18.1K
$995K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 5.66% |
$41.5K - $45.9K
|
17.9K
$987K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.05KNew |
$79.2K - $87.6K
|
2.05K
$113K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-55K- 88.97% |
$2.13M - $2.35M
|
6.82K
$376K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.68K+ 18.73% |
$142K - $157K
|
23.3K
$1.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-640- 41.34% |
$24.8K - $27.4K
|
908
$50K
|
|