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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-939Closed |
$37.1K - $40K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-420Closed |
$16.6K - $17.9K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-5.22KClosed |
$206K - $222K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
250+ 25.0% |
$9.89K - $10.7K
|
1.25K
$66.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-136Closed |
$5.38K - $5.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-6.03KClosed |
$236K - $254K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-227Closed |
$8.88K - $9.54K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-125KClosed |
$4.89M - $5.26M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-9.58KClosed |
$375K - $403K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-35Closed |
$1.37K - $1.47K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.9KNew |
$231K - $248K
|
5.9K
$315K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
92New |
$3.6K - $3.87K
|
92
$4.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
139New |
$5.44K - $5.84K
|
139
$7.41K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
SELL
|
- |
-221KClosed |
$8.67M - $9.31M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.26KClosed |
$88.6K - $95.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
450KNew |
$17.6M - $18.9M
|
450K
$24M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-36.5KClosed |
$1.43M - $1.53M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.44KNew |
$369K - $397K
|
9.44K
$503K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-186Closed |
$7.28K - $7.82K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.1K - $42K
|
1K
$53.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.95KNew |
$272K - $292K
|
6.95K
$371K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
61New |
$2.39K - $2.56K
|
61
$3.25K
|
|
| Q3 2021 | |||||||
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-2.03K- 3.46% |
$78K - $82.5K
|
56.5K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-267Closed |
$10.3K - $10.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-268KClosed |
$10.3M - $10.9M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.88KClosed |
$265K - $280K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.31KClosed |
$243K - $257K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
80+ 0.51% |
$3.08K - $3.26K
|
15.6K
$833K
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-13.9KClosed |
$536K - $567K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-5.15KClosed |
$198K - $210K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.82KClosed |
$224K - $237K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-25Closed |
$963 - $1.02K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.5KClosed |
$248K - $264K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-478Closed |
$18.2K - $19.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
23.5KNew |
$898K - $956K
|
23.5K
$1.26M
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.7KClosed |
$141K - $150K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-17.9KClosed |
$683K - $727K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-106KClosed |
$4.06M - $4.32M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
115KNew |
$4.39M - $4.67M
|
115K
$6.13M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-538Closed |
$20.5K - $21.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-73Closed |
$2.78K - $2.96K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Adirondack Trust CO
|
SELL
|
- |
-510Closed |
$19.5K - $20.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$508 - $574
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
437New |
$14.8K - $16.7K
|
437
$23.3K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.63KClosed |
$55.1K - $62.3K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-64Closed |
$2.17K - $2.45K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-500Closed |
$16.9K - $19.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-145Closed |
$4.91K - $5.55K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-114Closed |
$3.86K - $4.37K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
803+ 7.36% |
$27.2K - $30.7K
|
11.7K
$624K
|
|