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 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.18KClosed |
$159K - $254K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-875Closed |
$19.3K - $30.9K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8.48KClosed |
$188K - $300K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-642Closed |
$14.2K - $22.7K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.45KClosed |
$209K - $334K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-103KClosed |
$2.27M - $3.63M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7.28KClosed |
$161K - $257K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-846Closed |
$18.7K - $29.9K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-117Closed |
$2.59K - $4.14K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-13.7KClosed |
$303K - $485K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.38KClosed |
$74.7K - $120K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.63KClosed |
$213K - $341K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-15.2KClosed |
$336K - $538K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Eukles Asset Management
|
SELL
|
- |
-48Closed |
$1.06K - $1.7K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-21.9KClosed |
$483K - $773K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-137Closed |
$4.24K - $4.8K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Annex Advisory Services, LLC
|
BUY
|
- |
70KNew |
$2.17M - $2.46M
|
70K
$3.69M
|
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
SELL
|
- |
-955- 2.01% |
$29.6K - $33.5K
|
46.5K
$2.45M
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-88KClosed |
$2.72M - $3.08M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-216Closed |
$6.87K - $7.01K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-325Closed |
$10.3K - $10.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-975Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-211Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.03KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-512KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Context Capital Management, LLC
|
SELL
|
- |
-45KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-32.3KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-150KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-484Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$1.46M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
F3 Logic, LLC
|
SELL
|
- |
-23.6KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 06, 2018
Q1 2018
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3+ 300.0% |
N/A
|
4
$211
|
|