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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.7K+ 8.99% |
$1.88M - $2.03M
|
445K
$23.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.28KNew |
$65.5K - $70.9K
|
1.28K
$67.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14.7K+ 2.2% |
$749K - $811K
|
682K
$35.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
29.9K+ 8.93% |
$1.53M - $1.65M
|
364K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.07K- 46.22% |
$361K - $391K
|
8.22K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
637+ 6.85% |
$32.5K - $35.2K
|
9.93K
$523K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72.9K- 29.09% |
$3.72M - $4.03M
|
178K
$9.35M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.67KNew |
$290K - $314K
|
5.67K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-114- 0.08% |
$5.82K - $6.3K
|
143K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
40New |
$2.04K - $2.21K
|
40
$2.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.15KNew |
$314K - $340K
|
6.15K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
208+ 1.66% |
$10.6K - $11.5K
|
12.7K
$671K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.5K- 1.13% |
$640K - $692K
|
1.1M
$57.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-40- 0.6% |
$2.04K - $2.21K
|
6.6K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74New |
$3.78K - $4.09K
|
74
$3.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
812New |
$41.5K - $44.9K
|
812
$42.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-246- 1.67% |
$12.6K - $13.6K
|
14.5K
$762K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33.7K+ 10.69% |
$1.72M - $1.86M
|
349K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.69K+ 4.23% |
$86.3K - $93.4K
|
41.6K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37K+ 10.52% |
$1.89M - $2.05M
|
389K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.36K+ 1.46% |
$223K - $241K
|
304K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
201K+ 7.28% |
$10.3M - $11.1M
|
2.96M
$156M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-52.6K- 4.07% |
$2.68M - $2.9M
|
1.24M
$65.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.83K+ 22.59% |
$144K - $156K
|
15.3K
$808K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 1.02% |
$8.94K - $9.67K
|
17.3K
$909K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.8K+ 2.89% |
$856K - $926K
|
597K
$31.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-130- 9.23% |
$6.64K - $7.19K
|
1.28K
$67.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
597K+ 506.09% |
$30.5M - $33M
|
715K
$37.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
217+ 3.82% |
$11.1K - $12K
|
5.9K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
973+ 8.16% |
$49.7K - $53.8K
|
12.9K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-180- 0.79% |
$9.2K - $9.95K
|
22.7K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
15KNew |
$767K - $829K
|
15K
$790K
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
36.7K+ 3.86% |
$1.88M - $2.03M
|
989K
$52.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271+ 0.47% |
$13.8K - $15K
|
57.8K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.45K- 2.88% |
$227K - $246K
|
150K
$7.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
69.7K+ 0.34% |
$3.56M - $3.85M
|
20.4M
$1.07B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-902K- 97.32% |
$46.1M - $49.9M
|
24.9K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-598K- 97.2% |
$30.5M - $33M
|
17.2K
$907K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.4K- 65.87% |
$787K - $851K
|
7.98K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
174K+ 2.33% |
$8.91M - $9.64M
|
7.67M
$404M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.53K+ 12.79% |
$129K - $140K
|
22.3K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.6K- 7.48% |
$439K - $475K
|
106K
$5.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$460 - $497
|
2.81K
$148K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 0.78% |
$562 - $608
|
1.39K
$73.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-284- 3.81% |
$14.5K - $15.7K
|
7.17K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.74K- 12.77% |
$293K - $317K
|
39.2K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 0.73% |
$204 - $221
|
552
$29.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.53KNew |
$129K - $140K
|
2.53K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.72K+ 1.36% |
$87.7K - $94.8K
|
128K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-192- 0.6% |
$9.81K - $10.6K
|
31.7K
$1.67M
|