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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28.6K+ 1.65% |
$1.39M - $1.51M
|
1.77M
$93.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.23KNew |
$302K - $329K
|
6.23K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
576K+ 17.69% |
$27.9M - $30.4M
|
3.83M
$204M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-162K- 73.82% |
$7.87M - $8.57M
|
57.5K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.61K+ 10.03% |
$127K - $138K
|
28.6K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.2K- 4.27% |
$1.03M - $1.12M
|
476K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 107.7% |
$588K - $641K
|
23.4K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-471- 6.73% |
$22.8K - $24.9K
|
6.52K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.9KNew |
$1.01M - $1.1M
|
20.9K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.1K+ 39.58% |
$53.5K - $58.3K
|
3.89K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
71.9KNew |
$3.49M - $3.8M
|
71.9K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
519+ 25.87% |
$25.2K - $27.4K
|
2.53K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-314- 13.51% |
$15.2K - $16.6K
|
2.01K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.2K+ 6.73% |
$4.04M - $4.4M
|
1.32M
$70.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 7.41% |
$2.02M - $2.2M
|
604K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.4K+ 9.86% |
$1.33M - $1.45M
|
305K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.2K+ 2.79% |
$739K - $805K
|
562K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.87K- 0.42% |
$90.8K - $98.9K
|
449K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 50.0% |
$19.4K - $21.1K
|
400
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03M+ 34.98% |
$50.2M - $54.7M
|
3.99M
$212M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 30.58% |
$8.63K - $9.41K
|
404
$21.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.98K- 0.35% |
$95.9K - $105K
|
555K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.29M- 61.32% |
$111M - $121M
|
1.45M
$76.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 5.75% |
$4.93M - $5.37M
|
1.67M
$88.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
441+ 1.02% |
$21.4K - $23.3K
|
43.7K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.21% |
$48.5 - $52.9
|
466
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.89K+ 3.84% |
$91.8K - $100K
|
51.2K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
50.6KNew |
$2.46M - $2.68M
|
50.6K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
89.8K+ 3.69% |
$4.36M - $4.75M
|
2.53M
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.78K- 5.91% |
$280K - $305K
|
92K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
256K+ 7.23% |
$12.4M - $13.5M
|
3.79M
$201M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.99K- 5.53% |
$339K - $370K
|
119K
$6.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
415K+ 16.77% |
$20.2M - $22M
|
2.89M
$154M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 25.3% |
$98.7K - $108K
|
10.1K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5K+ 39.31% |
$849K - $926K
|
62.1K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16.8K+ 6.57% |
$815K - $888K
|
272K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-118K- 20.25% |
$5.73M - $6.25M
|
466K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.5K+ 4.67% |
$752K - $820K
|
348K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53.2K- 9.7% |
$2.58M - $2.81M
|
495K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
13+ 0.31% |
$631 - $687
|
4.16K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
114K+ 15.52% |
$5.51M - $6M
|
845K
$44.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.72K+ 4.38% |
$132K - $144K
|
64.7K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
286K+ 6.52% |
$13.9M - $15.1M
|
4.67M
$248M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 6.06% |
$4.85K - $5.29K
|
1.55K
$82.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.15K+ 1.49% |
$347K - $378K
|
488K
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
97.8K+ 23.42% |
$4.74M - $5.17M
|
515K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
322KNew |
$15.6M - $17M
|
322K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2.34KNew |
$114K - $124K
|
2.34K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.81KNew |
$330K - $360K
|
6.81K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4.6K- 6.61% |
$223K - $243K
|
65K
$3.45M
|