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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
276New |
$13.4K - $14.6K
|
276
$15.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.7KNew |
$1.34M - $1.46M
|
27.7K
$1.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
990+ 1.81% |
$48K - $52.3K
|
55.6K
$3.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.81KNew |
$233K - $254K
|
4.81K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 38.73% |
$119K - $129K
|
3.87K
$217K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.18KNew |
$203K - $221K
|
4.18K
$235K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.46% |
$48.5 - $52.9
|
220
$12.4K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-253- 49.32% |
$12.3K - $13.4K
|
260
$14.6K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-160K- 13.67% |
$7.59M - $8.02M
|
1.01M
$56.8M
|
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
430+ 47.78% |
$20.4K - $21.5K
|
1.33K
$74.7K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
262New |
$12.4K - $13.1K
|
262
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$56.2
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.94K- 23.46% |
$91.9K - $97.2K
|
6.33K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.12KNew |
$195K - $206K
|
4.12K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
22New |
$1.04K - $1.1K
|
22
$1.24K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.81KNew |
$417K - $441K
|
8.81K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
97.4KNew |
$4.61M - $4.88M
|
97.4K
$5.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 2.59% |
$426 - $451
|
357
$20.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209- 2.85% |
$9.9K - $10.5K
|
7.14K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.4K+ 4.56% |
$1.63M - $1.72M
|
788K
$44.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
577+ 17.24% |
$27.3K - $28.9K
|
3.92K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-88.6K- 96.2% |
$4.2M - $4.44M
|
3.5K
$197K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
302+ 592.16% |
$14.3K - $15.1K
|
353
$19.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
80New |
$3.79K - $4.01K
|
80
$4.49K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.11KNew |
$52.5K - $55.5K
|
1.11K
$62.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-78- 1.64% |
$3.69K - $3.91K
|
4.68K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
535New |
$25.3K - $26.8K
|
535
$30.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 0.19% |
$1.14K - $1.2K
|
12.9K
$723K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.46KNew |
$258K - $273K
|
5.46K
$306K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
11.4KNew |
$538K - $569K
|
11.4K
$638K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-26- 0.13% |
$1.23K - $1.3K
|
20.5K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.47% |
$379 - $401
|
1.69K
$95.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63K+ 407.27% |
$77K - $81.4K
|
2.02K
$114K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
6.39KNew |
$303K - $320K
|
6.39K
$359K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
320+ 0.12% |
$15.2K - $16K
|
259K
$14.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 61.79% |
$877K - $928K
|
11.5K
$643K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.37KNew |
$397K - $419K
|
8.37K
$470K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
625New |
$29.6K - $31.3K
|
625
$35.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-397- 6.67% |
$18.8K - $19.9K
|
5.56K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-300- 4.05% |
$14.2K - $15K
|
7.1K
$399K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.41K- 27.93% |
$114K - $121K
|
6.23K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.8% |
$14.4K - $15.3K
|
38.3K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-418K- 98.22% |
$19.8M - $20.9M
|
7.56K
$425K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14K+ 3.74% |
$291K - $307K
|
170K
$9.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.68K- 34.1% |
$127K - $134K
|
5.18K
$291K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76New |
$3.6K - $3.81K
|
76
$4.27K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 32.5% |
$616 - $651
|
27
$1.52K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$56.2
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
220New |
$10.4K - $11K
|
220
$12.4K
|
|