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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 12.75% |
$67.8K - $73.3K
|
11.7K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11.1K+ 9.31% |
$567K - $613K
|
130K
$6.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.3K+ 16.01% |
$780K - $844K
|
111K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
407+ 0.52% |
$20.8K - $22.5K
|
78.8K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
8.28KNew |
$423K - $458K
|
8.28K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-73.1K- 16.7% |
$3.73M - $4.04M
|
365K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.32K- 16.33% |
$67.4K - $73K
|
6.76K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-825- 40.5% |
$42.1K - $45.6K
|
1.21K
$63.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.6K+ 10.31% |
$1.51M - $1.64M
|
317K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12.7K- 12.48% |
$651K - $704K
|
89.4K
$4.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-15.5K- 12.44% |
$790K - $855K
|
109K
$5.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
143+ 3.58% |
$7.31K - $7.9K
|
4.14K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24K+ 49.88% |
$1.23M - $1.33M
|
72.2K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 19.62% |
$2.09K - $2.27K
|
168
$8.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.64K- 1.99% |
$492K - $533K
|
475K
$25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
104K+ 62.43% |
$5.3M - $5.73M
|
270K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.12KNew |
$262K - $283K
|
5.12K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-468- 2.15% |
$23.9K - $25.9K
|
21.3K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-500- 1.41% |
$25.5K - $27.6K
|
35K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5+ 0.02% |
$255 - $276
|
28.7K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-173- 3.44% |
$8.84K - $9.56K
|
4.86K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.35K- 1.2% |
$324K - $351K
|
521K
$27.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.27K- 26.87% |
$116K - $125K
|
6.16K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-13- 0.15% |
$664 - $719
|
8.4K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
27+ 0.41% |
$1.38K - $1.49K
|
6.65K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1- 0.01% |
$51.1 - $55.3
|
13.6K
$718K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
82.2K+ 54.96% |
$4.2M - $4.55M
|
232K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.4K+ 56.59% |
$225K - $243K
|
12.2K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.4K+ 1.03% |
$838K - $907K
|
1.61M
$84.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.56K- 0.87% |
$79.8K - $86.3K
|
179K
$9.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.31K+ 13.34% |
$67.1K - $72.6K
|
11.2K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
627+ 2.29% |
$32K - $34.7K
|
28K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12- 0.27% |
$613 - $663
|
4.35K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
78+ 0.6% |
$3.99K - $4.31K
|
13.1K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
435+ 3.56% |
$22.2K - $24K
|
12.7K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.9K- 11.57% |
$1.94M - $2.09M
|
290K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.3K+ 4.17% |
$66.3K - $71.7K
|
32.4K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-54- 0.33% |
$2.76K - $2.98K
|
16.4K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.14K+ 1.09% |
$109K - $118K
|
198K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9.01K- 1.6% |
$460K - $498K
|
553K
$29.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.38K- 2.59% |
$70.6K - $76.4K
|
52K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5+ 0.03% |
$255 - $276
|
17.5K
$921K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
48.9K+ 3.17% |
$2.5M - $2.7M
|
1.59M
$83.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-27.2K- 1.41% |
$1.39M - $1.5M
|
1.9M
$100M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
808+ 1.58% |
$41.3K - $44.7K
|
51.8K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $166
|
13K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12K+ 14.32% |
$611K - $661K
|
95.5K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
34.9K+ 7.66% |
$1.78M - $1.93M
|
490K
$25.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 4.19% |
$1.96M - $2.12M
|
953K
$50.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
62.3K+ 3.89% |
$3.18M - $3.45M
|
1.66M
$87.6M
|