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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.7KClosed |
$141K - $150K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-17.9KClosed |
$683K - $727K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-106KClosed |
$4.06M - $4.32M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
115KNew |
$4.39M - $4.67M
|
115K
$6.06M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-538Closed |
$20.5K - $21.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-73Closed |
$2.78K - $2.96K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Adirondack Trust CO
|
SELL
|
- |
-510Closed |
$19.5K - $20.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$508 - $574
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
437New |
$14.8K - $16.7K
|
437
$23K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.63KClosed |
$55.1K - $62.3K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-64Closed |
$2.17K - $2.45K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-500Closed |
$16.9K - $19.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-145Closed |
$4.91K - $5.55K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-114Closed |
$3.86K - $4.37K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
803+ 7.36% |
$27.2K - $30.7K
|
11.7K
$617K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
20KNew |
$677K - $766K
|
20K
$1.05M
|
|
|
Apr 28, 2021
Q1 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.17KClosed |
$107K - $121K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-77Closed |
$2.61K - $2.95K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
5.02KNew |
$148K - $173K
|
5.02K
$264K
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.69KClosed |
$49.9K - $58.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-568Closed |
$16.3K - $18K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-164KClosed |
$4.69M - $5.19M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Citizens & Northern Corp
|
SELL
|
- |
-164KClosed |
$4.7M - $5.2M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-67Closed |
$1.92K - $2.12K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-695- 71.65% |
$19.9K - $22K
|
275
$14.5K
|
|
|
Oct 20, 2020
Q3 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-7.2KClosed |
$206K - $228K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.65KClosed |
$276K - $306K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-81Closed |
$2.32K - $2.57K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-8.99KClosed |
$257K - $285K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
225+ 2.31% |
$5.56K - $7.23K
|
9.98K
$525K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-628Closed |
$15.5K - $20.2K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-7.79KClosed |
$192K - $250K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Strategic Advisors LLC
|
SELL
|
- |
-7.45KClosed |
$184K - $240K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-7.79KClosed |
$192K - $250K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-95.6KClosed |
$2.36M - $3.07M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-142KClosed |
$3.52M - $4.58M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-45.5KClosed |
$1.13M - $1.46M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-122Closed |
$3.01K - $3.92K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Todd Asset Management LLC
|
SELL
|
- |
-18.8KClosed |
$464K - $604K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-140Closed |
$3.46K - $4.5K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-400Closed |
$9.88K - $12.9K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-16.3KClosed |
$404K - $525K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-9.21KClosed |
$227K - $296K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-1.63KClosed |
$40.1K - $52.2K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6KClosed |
$534K - $696K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-9.94KClosed |
$246K - $320K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.79KClosed |
$44.3K - $57.6K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18.8KClosed |
$464K - $604K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-59.1KClosed |
$1.31M - $2.09M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-61.2KClosed |
$1.35M - $2.16M
|
0
$0
|
|