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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.95KNew |
$191K - $212K
|
4.95K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
556+ 1.13% |
$21.5K - $23.8K
|
49.6K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-825K- 98.55% |
$31.9M - $35.3M
|
12.2K
$640K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3K- 16.15% |
$116K - $128K
|
15.6K
$820K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.68KNew |
$220K - $243K
|
5.68K
$299K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.36% |
$38.7 - $42.8
|
282
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
106New |
$4.1K - $4.53K
|
106
$5.58K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.12K- 6.07% |
$353K - $390K
|
141K
$7.43M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
126+ 0.99% |
$4.87K - $5.39K
|
12.8K
$675K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.84K+ 6.68% |
$71.1K - $78.6K
|
29.4K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.14K+ 7809.43% |
$160K - $177K
|
4.19K
$221K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 37.75% |
$76.2K - $84.3K
|
7.19K
$379K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.02KNew |
$194K - $215K
|
5.02K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$754K - $834K
|
19.5K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
956+ 0.29% |
$37K - $40.9K
|
335K
$17.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.4KNew |
$788K - $872K
|
20.4K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-429- 7.88% |
$16.6K - $18.3K
|
5.02K
$264K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.82K+ 7.82% |
$70.4K - $77.8K
|
25.1K
$1.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
18.1KNew |
$698K - $772K
|
18.1K
$951K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 5.66% |
$41.5K - $45.9K
|
17.9K
$943K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.05KNew |
$79.2K - $87.6K
|
2.05K
$108K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-55K- 88.97% |
$2.13M - $2.35M
|
6.82K
$359K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.68K+ 18.73% |
$142K - $157K
|
23.3K
$1.23M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-640- 41.34% |
$24.8K - $27.4K
|
908
$47.8K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$377K - $442K
|
10.8K
$571K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.2K+ 71.1% |
$495K - $579K
|
34.2K
$1.8M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
962New |
$33.5K - $39.2K
|
962
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.3K- 19.77% |
$80.2K - $93.8K
|
9.35K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17K+ 14.32% |
$590K - $690K
|
135K
$7.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.5KNew |
$436K - $510K
|
12.5K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.32KNew |
$324K - $379K
|
9.32K
$491K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
519New |
$18.1K - $21.1K
|
519
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$48.2K - $56.4K
|
1.39K
$72.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.68KNew |
$58.4K - $68.4K
|
1.68K
$88.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
9K+ 29.03% |
$313K - $366K
|
40K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-308K- 91.14% |
$10.7M - $12.5M
|
29.9K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
765+ 100.0% |
$26.6K - $31.1K
|
1.53K
$80.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.11K+ 56.4% |
$73.5K - $86.1K
|
5.86K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.77K- 46.65% |
$270K - $316K
|
8.89K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
16.7KNew |
$580K - $679K
|
16.7K
$878K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.84KNew |
$203K - $238K
|
5.84K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.36KNew |
$187K - $218K
|
5.36K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
262+ 1.6% |
$9.11K - $10.7K
|
16.7K
$877K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
77New |
$2.68K - $3.13K
|
77
$4.05K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
73KNew |
$2.54M - $2.97M
|
73K
$3.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
153New |
$5.32K - $6.23K
|
153
$8.06K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.42KNew |
$189K - $221K
|
5.42K
$286K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.95K- 5.29% |
$68K - $79.5K
|
35K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.38K+ 81.5% |
$118K - $138K
|
7.53K
$397K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-428- 81.99% |
$14.9K - $17.4K
|
94
$4.95K
|
|