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 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 61.79% |
$877K - $928K
|
11.5K
$611K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.37KNew |
$397K - $419K
|
8.37K
$446K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
625New |
$29.6K - $31.3K
|
625
$33.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-397- 6.67% |
$18.8K - $19.9K
|
5.56K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-300- 4.05% |
$14.2K - $15K
|
7.1K
$379K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.41K- 27.93% |
$114K - $121K
|
6.23K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.8% |
$14.4K - $15.3K
|
38.3K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-418K- 98.22% |
$19.8M - $20.9M
|
7.56K
$403K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14K+ 3.74% |
$291K - $307K
|
170K
$9.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.68K- 34.1% |
$127K - $134K
|
5.18K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76New |
$3.6K - $3.81K
|
76
$4.05K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 32.5% |
$616 - $651
|
27
$1.44K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$53.3
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
220New |
$10.4K - $11K
|
220
$11.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.95K+ 105.14% |
$92.1K - $97.4K
|
3.8K
$202K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.05KNew |
$382K - $403K
|
8.05K
$429K
|
|
| Q1 2024 | |||||||
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-492Closed |
$22.6K - $24.6K
|
0
$0
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.64K- 23.68% |
$121K - $132K
|
8.5K
$453K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 76.92% |
$68.8K - $75.2K
|
3.45K
$184K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5KNew |
$229K - $251K
|
5K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
900New |
$41.3K - $45.1K
|
900
$48K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.2K- 27.44% |
$147K - $160K
|
8.46K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.54KNew |
$254K - $277K
|
5.54K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$188K - $206K
|
4.11K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.59K- 70.63% |
$119K - $130K
|
1.08K
$57.4K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
54.9KNew |
$2.52M - $2.75M
|
54.9K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.5KNew |
$68.6K - $74.9K
|
1.5K
$79.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.01K- 0.51% |
$413K - $451K
|
1.74M
$92.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.5K+ 39.32% |
$3.28M - $3.58M
|
253K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 0.31% |
$45.9 - $50.1
|
326
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2KNew |
$91.8K - $100K
|
2K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
790+ 0.63% |
$36.2K - $39.6K
|
126K
$6.71M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.3KNew |
$703K - $768K
|
15.3K
$817K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
118New |
$5.41K - $5.91K
|
118
$6.29K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
325New |
$14.9K - $16.3K
|
325
$17.3K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.06K- 20.62% |
$141K - $153K
|
11.8K
$629K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254KNew |
$11.7M - $12.7M
|
254K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-27- 9.61% |
$1.24K - $1.35K
|
254
$13.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
207+ 3.74% |
$9.5K - $10.4K
|
5.74K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-694- 0.76% |
$31.8K - $34.8K
|
90.2K
$4.81M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.52KNew |
$208K - $227K
|
4.52K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 59.05% |
$65.3K - $71.3K
|
3.83K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
93KNew |
$4.26M - $4.66M
|
93K
$4.96M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
59New |
$2.71K - $2.96K
|
59
$3.15K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.04K+ 32.65% |
$323K - $353K
|
28.6K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-305- 6.62% |
$14K - $15.3K
|
4.3K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.2KNew |
$1.66M - $1.81M
|
36.2K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-391- 0.73% |
$17.9K - $19.6K
|
53.4K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.96KNew |
$228K - $249K
|
4.96K
$265K
|
|