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 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.2K+ 9.26% |
$443K - $522K
|
132K
$7.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.33KNew |
$211K - $249K
|
5.33K
$291K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9.65KNew |
$382K - $451K
|
9.65K
$527K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.02KNew |
$80.1K - $94.5K
|
2.02K
$111K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.9KNew |
$711K - $838K
|
17.9K
$980K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
9.66KNew |
$383K - $452K
|
9.66K
$528K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.71KNew |
$186K - $220K
|
4.71K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
143+ 78.57% |
$5.67K - $6.68K
|
325
$17.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.54K+ 9.69% |
$378K - $446K
|
108K
$5.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.84K+ 3.78% |
$390K - $460K
|
270K
$14.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.94KNew |
$275K - $324K
|
6.94K
$379K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
43New |
$1.7K - $2.01K
|
43
$2.35K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-582- 2.25% |
$23.1K - $27.2K
|
25.2K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.59K- 56.04% |
$222K - $261K
|
4.39K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
64+ 0.5% |
$2.54K - $2.99K
|
12.8K
$699K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
35New |
$1.39K - $1.64K
|
35
$1.91K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-247- 4.59% |
$9.79K - $11.5K
|
5.13K
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.4KNew |
$174K - $206K
|
4.4K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
551New |
$21.8K - $25.7K
|
551
$30.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.6K+ 6.53% |
$778K - $918K
|
320K
$17.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
544New |
$21.6K - $25.4K
|
544
$29.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$41.2K - $44.7K
|
1K
$54.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
57.5KNew |
$2.36M - $2.57M
|
57.5K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-506- 28.56% |
$20.8K - $22.6K
|
1.27K
$69.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-63.8K- 70.06% |
$2.62M - $2.85M
|
27.3K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.82K- 9.67% |
$281K - $305K
|
63.7K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.51% |
$206 - $223
|
992
$54.2K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 10.39% |
$329 - $358
|
85
$4.65K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
154New |
$6.34K - $6.88K
|
154
$8.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.03K- 13.2% |
$125K - $136K
|
19.9K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
290KNew |
$11.9M - $13M
|
290K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.11MClosed |
$45.8M - $49.7M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
913New |
$37.6K - $40.8K
|
913
$49.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
317New |
$13K - $14.2K
|
317
$17.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.12% |
$41.2 - $44.7
|
841
$46K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.71K+ 15.7% |
$70.4K - $76.5K
|
12.6K
$689K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
5.89K+ 77.5% |
$242K - $263K
|
13.5K
$737K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.3K- 1.31% |
$425K - $461K
|
779K
$42.6M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
25+ 0.47% |
$1.03K - $1.12K
|
5.38K
$294K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.36K- 44.11% |
$179K - $195K
|
5.53K
$302K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3+ 0.17% |
$123 - $134
|
1.77K
$96.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
200+ 909.09% |
$8.23K - $8.94K
|
222
$12.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.16% |
$329 - $358
|
5.02K
$274K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
78New |
$3.21K - $3.49K
|
78
$4.26K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.02KNew |
$248K - $269K
|
6.02K
$329K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-487- 68.4% |
$20K - $21.8K
|
225
$12.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-571- 2.52% |
$23.5K - $25.5K
|
22.1K
$1.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
9.22KNew |
$379K - $412K
|
9.22K
$504K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$417K - $453K
|
10.1K
$554K
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2KNew |
$421K - $457K
|
10.2K
$559K
|
|