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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-88.6K- 96.2% |
$4.2M - $4.44M
|
3.5K
$191K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
302+ 592.16% |
$14.3K - $15.1K
|
353
$19.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
80New |
$3.79K - $4.01K
|
80
$4.37K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.11KNew |
$52.5K - $55.5K
|
1.11K
$60.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-78- 1.64% |
$3.69K - $3.91K
|
4.68K
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
535New |
$25.3K - $26.8K
|
535
$29.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 0.19% |
$1.14K - $1.2K
|
12.9K
$704K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.46KNew |
$258K - $273K
|
5.46K
$298K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.86K+ 543.27% |
$88K - $93.1K
|
2.2K
$120K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
11.4KNew |
$538K - $569K
|
11.4K
$621K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-26- 0.13% |
$1.23K - $1.3K
|
20.5K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.47% |
$379 - $401
|
1.69K
$92.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63K+ 407.27% |
$77K - $81.4K
|
2.02K
$111K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
6.39KNew |
$303K - $320K
|
6.39K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
320+ 0.12% |
$15.2K - $16K
|
259K
$14.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 61.79% |
$877K - $928K
|
11.5K
$626K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.37KNew |
$397K - $419K
|
8.37K
$458K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
625New |
$29.6K - $31.3K
|
625
$34.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-397- 6.67% |
$18.8K - $19.9K
|
5.56K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-300- 4.05% |
$14.2K - $15K
|
7.1K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.41K- 27.93% |
$114K - $121K
|
6.23K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.8% |
$14.4K - $15.3K
|
38.3K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-418K- 98.22% |
$19.8M - $20.9M
|
7.56K
$413K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14K+ 3.74% |
$291K - $307K
|
170K
$9.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.68K- 34.1% |
$127K - $134K
|
5.18K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76New |
$3.6K - $3.81K
|
76
$4.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 32.5% |
$616 - $651
|
27
$1.48K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$54.7
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
220New |
$10.4K - $11K
|
220
$12K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.95K+ 105.14% |
$92.1K - $97.4K
|
3.8K
$207K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.05KNew |
$382K - $403K
|
8.05K
$440K
|
|
| Q1 2024 | |||||||
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.24M- 99.58% |
$56.7M - $62M
|
5.21K
$285K
|
|
|
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
$465K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 76.92% |
$68.8K - $75.2K
|
3.45K
$189K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5KNew |
$229K - $251K
|
5K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
900New |
$41.3K - $45.1K
|
900
$49.2K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.2K- 27.44% |
$147K - $160K
|
8.46K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.54KNew |
$254K - $277K
|
5.54K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$188K - $206K
|
4.11K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.59K- 70.63% |
$119K - $130K
|
1.08K
$58.8K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
54.9KNew |
$2.52M - $2.75M
|
54.9K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.5KNew |
$68.6K - $74.9K
|
1.5K
$81.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.01K- 0.51% |
$413K - $451K
|
1.74M
$95.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.5K+ 39.32% |
$3.28M - $3.58M
|
253K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 0.31% |
$45.9 - $50.1
|
326
$17.8K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2KNew |
$91.8K - $100K
|
2K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
790+ 0.63% |
$36.2K - $39.6K
|
126K
$6.88M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.3KNew |
$703K - $768K
|
15.3K
$838K
|
|