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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
45New |
$2.3K - $2.49K
|
45
$2.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.1K- 42.09% |
$158K - $171K
|
4.27K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.29KNew |
$219K - $237K
|
4.29K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
95New |
$4.85K - $5.25K
|
95
$5.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
99+ 19.45% |
$5.06K - $5.47K
|
608
$34.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
46+ 0.16% |
$2.35K - $2.54K
|
28K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.93K- 55.65% |
$252K - $272K
|
3.93K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.15KNew |
$212K - $229K
|
4.15K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
800New |
$40.9K - $44.2K
|
800
$44.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.32KNew |
$67.5K - $73.1K
|
1.32K
$74.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 29.98% |
$94.6K - $102K
|
4.33K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-302- 5.66% |
$15.4K - $16.7K
|
5.03K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.3KNew |
$118K - $127K
|
2.3K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
722New |
$36.9K - $39.9K
|
722
$40.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.63KNew |
$83K - $89.8K
|
1.63K
$91.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.66KNew |
$340K - $368K
|
6.66K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37.3K- 23.45% |
$1.91M - $2.06M
|
122K
$6.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.02KNew |
$205K - $222K
|
4.02K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.54% |
$1.74K - $1.88K
|
6.29K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
481+ 224.77% |
$24.6K - $26.6K
|
695
$39K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.08KNew |
$208K - $225K
|
4.08K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.29KNew |
$424K - $458K
|
8.29K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-85- 1.35% |
$4.34K - $4.7K
|
6.2K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
27New |
$1.38K - $1.49K
|
27
$1.52K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 46.81% |
$162K - $175K
|
9.96K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
450New |
$23K - $24.9K
|
450
$25.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.28KNew |
$65.5K - $70.9K
|
1.28K
$72K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74New |
$3.78K - $4.09K
|
74
$4.16K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
812New |
$41.5K - $44.9K
|
812
$45.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-246- 1.67% |
$12.6K - $13.6K
|
14.5K
$812K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.26K- 5.15% |
$64.2K - $69.4K
|
23.1K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
367+ 9.63% |
$18.8K - $20.3K
|
4.18K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-10.4K- 52.88% |
$529K - $573K
|
9.24K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
90New |
$4.6K - $4.97K
|
90
$5.06K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-8.61K- 40.46% |
$440K - $476K
|
12.7K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$52.2K - $56.4K
|
1.02K
$57.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.82KNew |
$195K - $211K
|
3.82K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
258New |
$13.2K - $14.3K
|
258
$14.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$22.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.47KNew |
$177K - $192K
|
3.47K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
229+ 1.29% |
$11.7K - $12.7K
|
17.9K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.21KNew |
$266K - $288K
|
5.21K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-825- 40.5% |
$42.1K - $45.6K
|
1.21K
$68.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.12KNew |
$262K - $283K
|
5.12K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-13- 0.15% |
$664 - $719
|
8.4K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.31K+ 13.34% |
$67.1K - $72.6K
|
11.2K
$627K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
597New |
$30.5K - $33K
|
597
$33.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
919+ 15.16% |
$47K - $50.8K
|
6.98K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 49.8% |
$321K - $348K
|
6.34K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.1K+ 0.39% |
$56.1K - $60.7K
|
284K
$16M
|
|