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 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3.32K- 9.95% |
$169K - $183K
|
30K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.19K+ 3.8% |
$60.5K - $65.5K
|
32.3K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-885- 5.53% |
$45.2K - $48.9K
|
15.1K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.22% |
$52.5K - $56.8K
|
45.2K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-539- 5.76% |
$27.5K - $29.8K
|
8.82K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 1.69% |
$7.87K - $8.51K
|
8.98K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
234+ 0.09% |
$12K - $12.9K
|
252K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$52.2K - $56.4K
|
1.02K
$53.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.84K+ 21.64% |
$196K - $212K
|
21.6K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
16.6K+ 0.97% |
$848K - $917K
|
1.72M
$90.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
628+ 10.58% |
$32.1K - $34.7K
|
6.57K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.23K+ 8.71% |
$267K - $289K
|
65.3K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.82KNew |
$195K - $211K
|
3.82K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 34.0% |
$550K - $595K
|
20.9K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 7.78% |
$1.31M - $1.41M
|
354K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
24K+ 13.55% |
$1.23M - $1.33M
|
201K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.35K- 49.11% |
$222K - $240K
|
4.51K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.45K- 8.66% |
$74K - $80K
|
15.3K
$804K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.8K+ 13.95% |
$2.08M - $2.25M
|
333K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7+ 0.01% |
$358 - $387
|
122K
$6.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
258New |
$13.2K - $14.3K
|
258
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16.9K+ 3.87% |
$861K - $932K
|
452K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
528+ 7.64% |
$27K - $29.2K
|
7.44K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$21.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.69KNew |
$290K - $314K
|
5.69K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-326- 4.18% |
$16.7K - $18K
|
7.48K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.47KNew |
$177K - $192K
|
3.47K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.8K+ 13.58% |
$1.37M - $1.48M
|
224K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47.6K- 42.18% |
$2.43M - $2.63M
|
65.3K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-27.5K- 1.74% |
$1.4M - $1.52M
|
1.55M
$81.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
229+ 1.29% |
$11.7K - $12.7K
|
17.9K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
616+ 1.77% |
$31.5K - $34K
|
35.4K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
303+ 5.64% |
$15.5K - $16.7K
|
5.68K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.66K+ 0.95% |
$340K - $368K
|
709K
$37.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-3.39K- 1.66% |
$173K - $187K
|
201K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-708- 3.38% |
$36.2K - $39.1K
|
20.2K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
564+ 4.0% |
$28.8K - $31.2K
|
14.7K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.27% |
$54.7K - $59.1K
|
396K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.12KNew |
$210K - $228K
|
4.12K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.62K+ 1.64% |
$82.6K - $89.3K
|
100K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3K- 99.9% |
$577K - $624K
|
11
$579
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
893+ 1.76% |
$45.6K - $49.4K
|
51.5K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.7K+ 0.72% |
$138K - $149K
|
380K
$20M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.37MNew |
$69.8M - $75.5M
|
1.37M
$72M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
379New |
$19.4K - $20.9K
|
379
$20K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.55K+ 5.76% |
$335K - $362K
|
120K
$6.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.21KNew |
$266K - $288K
|
5.21K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-7.06K- 0.81% |
$360K - $390K
|
863K
$45.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
357+ 1.48% |
$18.2K - $19.7K
|
24.4K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.97K+ 1.77% |
$407K - $440K
|
457K
$24.1M
|