Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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
Aug 14, 2023 Q2 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
6K
New
$241K - $260K
6K $316K
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
SELL
 -
-2.61K
- 1.09%
$105K - $113K
238K $12.5M
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
13
+ 0.03%
$522 - $563
37.6K $1.98M
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-5.79K
- 30.63%
$232K - $250K
13.1K $690K
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
17.4K
New
$698K - $752K
17.4K $915K
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
3.03K
New
$122K - $131K
3.03K $159K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

SELL
 -
-92
- 0.51%
$3.7K - $3.98K
17.9K $944K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
32
New
$1.29K - $1.38K
32 $1.69K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-539
- 4.87%
$21.7K - $23.3K
10.5K $555K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
SELL
 -
-157K
- 4.97%
$6.32M - $6.81M
3.01M $159M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
259
New
$10.4K - $11.2K
259 $13.6K
Aug 09, 2023 Q2 2023
Geller Advisors LLC

New York, NY
BUY
 -
12.9K
New
$520K - $560K
12.9K $681K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-9.55K
- 34.21%
$384K - $413K
18.4K $967K
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
1.19K
New
$47.7K - $51.4K
1.19K $62.6K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
2
+ 0.38%
$80.3 - $86.5
532 $28K
Aug 07, 2023 Q2 2023
Securian Asset Management, Inc

SELL
 -
-13.9K
- 12.73%
$558K - $601K
95.3K $5.02M
Aug 07, 2023 Q2 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
12.1K
+ 57.66%
$485K - $522K
33K $1.74M
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
95.7K
New
$3.85M - $4.14M
95.7K $5.04M
Aug 03, 2023 Q2 2023
Hamilton Capital, LLC

Columbus, OH
SELL
 PUT
-68.6K
- 76.65%
$2.76M - $2.97M
20.9K $1.1M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
254
New
$10.2K - $11K
254 $13.4K
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
340
New
$13.7K - $14.7K
340 $17.9K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3
+ 0.53%
$121 - $130
571 $30.1K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
657K
+ 32.71%
$26.4M - $28.4M
2.67M $140M
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
4
+ 0.51%
$161 - $173
783 $41.2K
Jul 28, 2023 Q2 2023
Northeast Investment Management

BUY
 -
7.53K
New
$303K - $326K
7.53K $397K
Jul 27, 2023 Q2 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
27
New
$1.08K - $1.17K
27 $1.42K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

SELL
 -
-1.74K
- 49.45%
$70K - $75.4K
1.78K $93.8K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

SELL
 -
-34.8K
- 84.51%
$1.4M - $1.51M
6.38K $336K
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
5.03K
New
$202K - $218K
5.03K $265K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
2
New
$80.3 - $86.5
2 $105
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
34
New
$1.37K - $1.47K
34 $1.79K
Jul 21, 2023 Q2 2023
Treasure Coast Financial Planning

SELL
 -
-45.4K
- 28.48%
$1.82M - $1.97M
114K $6.01M
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
34
New
$1.37K - $1.47K
34 $1.79K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.61K
New
$105K - $113K
2.61K $138K
Jul 18, 2023 Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
5.9K
New
$237K - $255K
5.9K $311K
Jul 13, 2023 Q2 2023
Nova Point Capital, LLC

BUY
 -
4.79K
New
$192K - $207K
4.79K $252K
Q1 2023
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-7.13K
Closed
$276K - $305K
0 $0
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

SELL
 -
-3
- 4.76%
$116 - $128
60 $3.16K
Dec 14, 2023 Q1 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
21
New
$812 - $898
21 $1.11K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
244
New
$9.44K - $10.4K
244 $12.8K
May 30, 2023 Q1 2023
Fullen Financial Group

SELL
 -
-273
- 0.34%
$10.6K - $11.7K
79.4K $4.18M
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
200
New
$7.74K - $8.55K
200 $10.5K
May 15, 2023 Q1 2023
Scs Capital Management LLC

Boston, MA
SELL
 -
-4.93K
- 9.44%
$191K - $211K
47.3K $2.49M
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
3.16K
+ 6.27%
$122K - $135K
53.5K $2.82M
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-3.74K
- 33.2%
$145K - $160K
7.53K $397K
May 15, 2023 Q1 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
545
New
$21.1K - $23.3K
545 $28.7K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
569
New
$22K - $24.3K
569 $30K
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
35.7K
New
$1.38M - $1.53M
35.7K $1.88M
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-121
- 50.21%
$4.68K - $5.18K
120 $6.32K

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