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 |
|---|---|---|---|---|---|---|---|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
233K+ 93.05% |
$11.9M - $12.9M
|
484K
$24.9M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6.52KNew |
$333K - $360K
|
6.52K
$335K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
71KNew |
$3.63M - $3.92M
|
71K
$3.65M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
406K+ 45.61% |
$20.8M - $22.5M
|
1.3M
$66.7M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 0.27% |
$58.8K - $63.6K
|
432K
$22.2M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.8K- 56.57% |
$912K - $986K
|
13.7K
$704K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 0.33% |
$5.82K - $6.3K
|
34.6K
$1.78M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
23.1KNew |
$1.18M - $1.28M
|
23.1K
$1.19M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
694New |
$35.5K - $38.4K
|
694
$35.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
72.9KNew |
$3.73M - $4.03M
|
72.9K
$3.75M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
129+ 0.89% |
$6.59K - $7.13K
|
14.6K
$752K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
42K+ 25.56% |
$2.15M - $2.32M
|
206K
$10.6M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-148- 0.24% |
$7.56K - $8.18K
|
62.7K
$3.23M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
126New |
$6.44K - $6.96K
|
126
$6.48K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
8.06KNew |
$412K - $445K
|
8.06K
$414K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$4.09K - $4.42K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
55New |
$2.81K - $3.04K
|
55
$2.83K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.81% |
$255 - $276
|
625
$32.1K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-413- 2.0% |
$21.1K - $22.8K
|
20.2K
$1.04M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106K- 84.8% |
$5.43M - $5.87M
|
19K
$979K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
11+ 275.0% |
$562 - $608
|
15
$771
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
11.4KNew |
$581K - $629K
|
11.4K
$585K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
42.6KNew |
$2.17M - $2.35M
|
42.6K
$2.19M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.19KNew |
$60.5K - $65.5K
|
1.19K
$60.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
65.5K+ 12.72% |
$3.35M - $3.62M
|
581K
$29.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
27KNew |
$1.38M - $1.49M
|
27K
$1.39M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.17KNew |
$213K - $230K
|
4.17K
$214K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$20.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.08K- 11.74% |
$55.1K - $59.6K
|
8.11K
$417K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-13.6K- 53.65% |
$694K - $750K
|
11.7K
$603K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-469- 7.58% |
$24K - $25.9K
|
5.72K
$294K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.15K+ 4.75% |
$110K - $119K
|
47.5K
$2.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.9KNew |
$811K - $878K
|
15.9K
$816K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.8K- 3.38% |
$656K - $710K
|
366K
$18.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
3.46K+ 1.02% |
$177K - $191K
|
343K
$17.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.78KNew |
$244K - $264K
|
4.78K
$246K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.32% |
$102 - $111
|
627
$32.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-475K- 97.33% |
$24.2M - $26.2M
|
13K
$669K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.05KNew |
$360K - $390K
|
7.05K
$363K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.43K- 10.36% |
$329K - $355K
|
55.6K
$2.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.51KNew |
$77.4K - $83.7K
|
1.51K
$77.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
94+ 0.28% |
$4.8K - $5.2K
|
33.3K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.74K- 39.96% |
$344K - $372K
|
10.1K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.88KNew |
$249K - $270K
|
4.88K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-273K- 23.74% |
$13.9M - $15.1M
|
877K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15.2KNew |
$775K - $839K
|
15.2K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16.8K+ 4.49% |
$859K - $929K
|
391K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.12KNew |
$364K - $393K
|
7.12K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.1K- 5.34% |
$2.51M - $2.71M
|
869K
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.9KNew |
$3.32M - $3.59M
|
64.9K
$3.34M
|