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 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
482K+ 847.02% |
$23.4M - $25.5M
|
539K
$28.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.69K- 30.55% |
$373K - $406K
|
17.5K
$938K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.13K+ 7.65% |
$54.6K - $59.5K
|
15.8K
$849K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-184- 3.16% |
$8.93K - $9.73K
|
5.65K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-993- 11.2% |
$48.2K - $52.5K
|
7.87K
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
96+ 2.2% |
$4.66K - $5.07K
|
4.46K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
423+ 0.8% |
$20.5K - $22.4K
|
53.5K
$2.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.03% |
$194 - $211
|
14.2K
$761K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.19KNew |
$203K - $222K
|
4.19K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
964+ 5.15% |
$46.8K - $51K
|
19.7K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.42K+ 14.06% |
$69K - $75.2K
|
11.5K
$619K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-210- 99.53% |
$10.2K - $11.1K
|
1
$53.7
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
5.7K+ 3.71% |
$277K - $301K
|
159K
$8.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.8KNew |
$768K - $837K
|
15.8K
$849K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33+ 0.15% |
$1.6K - $1.74K
|
22.3K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05K- 4.12% |
$50.9K - $55.5K
|
24.5K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
135K+ 77.42% |
$6.55M - $7.14M
|
309K
$16.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.05K- 10.6% |
$196K - $214K
|
34.1K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
35.9K+ 45.74% |
$1.74M - $1.9M
|
114K
$6.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-209- 1.39% |
$10.1K - $11K
|
14.9K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.44K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1KNew |
$48.5K - $52.9K
|
1K
$53.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.52KNew |
$219K - $239K
|
4.52K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.55K- 9.13% |
$75K - $81.8K
|
15.4K
$826K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-375- 2.64% |
$18.2K - $19.8K
|
13.8K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
856K+ 10822.0% |
$41.5M - $45.2M
|
864K
$46.3M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.38K+ 4.48% |
$66.9K - $72.9K
|
32.2K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
19.1K+ 6.8% |
$925K - $1.01M
|
299K
$16.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-17.8K- 29.16% |
$865K - $942K
|
43.3K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
23K+ 46.0% |
$1.12M - $1.22M
|
73K
$3.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.19M+ 187.13% |
$398M - $433M
|
12.6M
$675M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-158K- 6.97% |
$7.64M - $8.33M
|
2.1M
$113M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.68KNew |
$276K - $300K
|
5.68K
$305K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.16K- 20.94% |
$153K - $167K
|
11.9K
$640K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-117- 1.22% |
$5.68K - $6.18K
|
9.51K
$510K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-589- 5.08% |
$28.6K - $31.1K
|
11K
$590K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
428K+ 132.48% |
$20.8M - $22.6M
|
751K
$40.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 7.23% |
$261K - $284K
|
69.1K
$3.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
452+ 3.76% |
$21.9K - $23.9K
|
12.5K
$669K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.11% |
$291 - $317
|
5.61K
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 0.2% |
$3.3K - $3.59K
|
34.3K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
13.8K+ 54.83% |
$671K - $731K
|
39.1K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14.4K+ 7.09% |
$700K - $763K
|
218K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-489- 4.12% |
$23.7K - $25.8K
|
11.4K
$610K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-266- 4.06% |
$12.9K - $14.1K
|
6.28K
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-575- 8.83% |
$27.9K - $30.4K
|
5.94K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14.3K- 91.07% |
$695K - $757K
|
1.4K
$75.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.38K+ 121.35% |
$407K - $443K
|
15.3K
$820K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 93.38% |
$92.4K - $101K
|
3.94K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.61K+ 0.53% |
$78K - $84.9K
|
308K
$16.5M
|