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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
8.38K+ 26.18% |
$407K - $443K
|
40.4K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-859- 0.05% |
$41.7K - $45.4K
|
1.58M
$84.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-407- 7.11% |
$19.7K - $21.5K
|
5.32K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.07% |
$291 - $317
|
8.4K
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
133+ 2.33% |
$6.45K - $7.03K
|
5.83K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
974+ 22.0% |
$47.2K - $51.5K
|
5.4K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.7K- 3.79% |
$1.34M - $1.46M
|
701K
$37.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.23K+ 1.6% |
$157K - $171K
|
205K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.11K- 18.25% |
$53.7K - $58.5K
|
4.95K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.2K+ 14.68% |
$592K - $645K
|
95.4K
$5.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-53- 1.26% |
$2.57K - $2.8K
|
4.15K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
135+ 0.54% |
$6.55K - $7.14K
|
25.3K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-483- 2.81% |
$23.4K - $25.5K
|
16.7K
$897K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.79KNew |
$184K - $200K
|
3.79K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.3K+ 9.81% |
$744K - $811K
|
172K
$9.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.33KNew |
$307K - $334K
|
6.33K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-412- 1.23% |
$20K - $21.8K
|
33.2K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.82K+ 1.85% |
$88.1K - $96K
|
99.8K
$5.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-6.58K- 2.2% |
$319K - $348K
|
293K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-368- 7.7% |
$17.9K - $19.5K
|
4.41K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.94K+ 45.08% |
$143K - $155K
|
9.47K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-4.91K- 1.42% |
$238K - $260K
|
340K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.96K- 3.54% |
$95.1K - $104K
|
53.4K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.84K- 3.82% |
$89.2K - $97.2K
|
46.2K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.6KNew |
$662K - $721K
|
13.6K
$732K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-514- 1.97% |
$24.9K - $27.2K
|
25.5K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.33K+ 3.45% |
$161K - $176K
|
99.7K
$5.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
17.4KNew |
$846K - $922K
|
17.4K
$935K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.8KNew |
$233K - $254K
|
4.8K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
57K+ 51.84% |
$2.77M - $3.01M
|
167K
$8.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
705+ 4.14% |
$34.2K - $37.3K
|
17.8K
$952K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.79K- 8.65% |
$281K - $306K
|
61.2K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.3K+ 3.45% |
$692K - $754K
|
428K
$23M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 2.95% |
$119K - $129K
|
80.6K
$4.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.95K+ 1.42% |
$94.4K - $103K
|
139K
$7.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
122K+ 133.68% |
$5.9M - $6.43M
|
213K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
79.9K+ 107.78% |
$3.88M - $4.22M
|
154K
$8.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-24- 1.38% |
$1.16K - $1.27K
|
1.72K
$92.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
267+ 44.13% |
$13K - $14.1K
|
872
$46.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.98K+ 58.85% |
$290K - $316K
|
16.1K
$866K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
54K+ 19.73% |
$2.62M - $2.85M
|
327K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.2K+ 3.54% |
$592K - $645K
|
357K
$19.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.92K+ 7.51% |
$92.9K - $101K
|
27.4K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-277- 1.31% |
$13.4K - $14.6K
|
20.9K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-330- 5.04% |
$16K - $17.4K
|
6.22K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-35- 0.28% |
$1.7K - $1.85K
|
12.4K
$666K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-96K- 5.5% |
$4.66M - $5.07M
|
1.65M
$88.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-10.2K- 6.2% |
$496K - $541K
|
155K
$8.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-336- 34.32% |
$16.3K - $17.8K
|
643
$34.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$48.5 - $52.9
|
1
$53.7
|