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 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
962New |
$33.5K - $39.2K
|
962
$52.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.3K- 19.77% |
$80.2K - $93.8K
|
9.35K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17K+ 14.32% |
$590K - $690K
|
135K
$7.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
79New |
$2.75K - $3.22K
|
79
$4.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.5KNew |
$436K - $510K
|
12.5K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.32KNew |
$324K - $379K
|
9.32K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
519New |
$18.1K - $21.1K
|
519
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$48.2K - $56.4K
|
1.39K
$75.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.68KNew |
$58.4K - $68.4K
|
1.68K
$91.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
9K+ 29.03% |
$313K - $366K
|
40K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-308K- 91.14% |
$10.7M - $12.5M
|
29.9K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
765+ 100.0% |
$26.6K - $31.1K
|
1.53K
$83.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.11K+ 56.4% |
$73.5K - $86.1K
|
5.86K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.77K- 46.65% |
$270K - $316K
|
8.89K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
16.7KNew |
$580K - $679K
|
16.7K
$911K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.84KNew |
$203K - $238K
|
5.84K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.36KNew |
$187K - $218K
|
5.36K
$293K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
262+ 1.6% |
$9.11K - $10.7K
|
16.7K
$911K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
77New |
$2.68K - $3.13K
|
77
$4.21K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
73KNew |
$2.54M - $2.97M
|
73K
$3.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
153New |
$5.32K - $6.23K
|
153
$8.36K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.42KNew |
$189K - $221K
|
5.42K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.95K- 5.29% |
$68K - $79.5K
|
35K
$1.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.38K+ 81.5% |
$118K - $138K
|
7.53K
$412K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-428- 81.99% |
$14.9K - $17.4K
|
94
$5.14K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.51KNew |
$261K - $306K
|
7.51K
$411K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
720New |
$25K - $29.3K
|
720
$39.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
101KNew |
$3.51M - $4.11M
|
101K
$5.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.7K- 7.94% |
$999K - $1.17M
|
333K
$18.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.62% |
$139 - $163
|
651
$35.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$193K - $226K
|
5.56K
$304K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.47K+ 11.75% |
$51.2K - $59.9K
|
14K
$765K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-282- 3.04% |
$9.81K - $11.5K
|
9K
$492K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.35KNew |
$47.1K - $55.1K
|
1.35K
$74K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.62KNew |
$196K - $229K
|
5.62K
$307K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$34.8 - $40.7
|
1
$54.7
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
588New |
$20.5K - $23.9K
|
588
$32.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
202New |
$7.03K - $8.22K
|
202
$11K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 62.5% |
$69.6K - $81.4K
|
1.2K
$65.6K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
10.5KNew |
$366K - $428K
|
10.5K
$575K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
16.5KNew |
$574K - $672K
|
16.5K
$902K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-503Closed |
$17.3K - $20.3K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.5K+ 7.13% |
$86.2K - $101K
|
37.5K
$2.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.22K- 0.47% |
$76.5K - $89.7K
|
465K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-31- 0.11% |
$1.07K - $1.25K
|
27.9K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-133K- 63.08% |
$4.6M - $5.39M
|
78.1K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.5KNew |
$502K - $588K
|
14.5K
$795K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-400K- 66.19% |
$13.8M - $16.2M
|
205K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
853New |
$29.4K - $34.5K
|
853
$46.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
9.09K+ 753.65% |
$313K - $367K
|
10.3K
$563K
|
|