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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
98+ 1.81% |
$5.01K - $5.42K
|
5.5K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.97KNew |
$203K - $219K
|
3.97K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-288- 1.91% |
$14.7K - $15.9K
|
14.8K
$778K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
171K+ 20.25% |
$8.74M - $9.46M
|
1.02M
$53.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 29.98% |
$94.6K - $102K
|
4.33K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-17- 0.11% |
$869 - $940
|
15.6K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
53+ 0.68% |
$2.71K - $2.93K
|
7.86K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
46.2K+ 1.21% |
$2.36M - $2.55M
|
3.88M
$204M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
530K+ 70.53% |
$27.1M - $29.3M
|
1.28M
$67.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.05K- 5.39% |
$156K - $169K
|
53.6K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-12.1K- 21.09% |
$620K - $670K
|
45.4K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.6K+ 7.26% |
$490K - $530K
|
142K
$7.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-667- 0.87% |
$34.1K - $36.9K
|
75.9K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.53M+ 1.99% |
$78.1M - $84.5M
|
78.2M
$4.12B
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-45- 0.57% |
$2.3K - $2.49K
|
7.83K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-302- 5.66% |
$15.4K - $16.7K
|
5.03K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
16.9K+ 32.0% |
$864K - $935K
|
69.7K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
42.1KNew |
$2.15M - $2.33M
|
42.1K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
380KNew |
$19.4M - $21M
|
380K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
351KNew |
$17.9M - $19.4M
|
351K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.3KNew |
$118K - $127K
|
2.3K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
62New |
$3.17K - $3.43K
|
62
$3.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.76K- 4.4% |
$192K - $208K
|
81.7K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.03K+ 4.11% |
$206K - $223K
|
102K
$5.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110K+ 9.03% |
$5.63M - $6.1M
|
1.33M
$70.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.67K- 63.18% |
$85.4K - $92.4K
|
974
$51.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
14.2K+ 1.81% |
$727K - $787K
|
803K
$42.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
68.7KNew |
$3.51M - $3.8M
|
68.7K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
695New |
$35.5K - $38.4K
|
695
$36.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
289K+ 44.82% |
$14.8M - $16M
|
935K
$49.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-344K- 72.35% |
$17.6M - $19M
|
132K
$6.93M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
662+ 14.85% |
$33.8K - $36.6K
|
5.12K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-127K- 6.06% |
$6.51M - $7.04M
|
1.97M
$104M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
45.5K+ 23.47% |
$2.32M - $2.51M
|
239K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
460+ 0.21% |
$23.5K - $25.4K
|
218K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.22KNew |
$216K - $233K
|
4.22K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-371- 6.57% |
$19K - $20.5K
|
5.27K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-114- 1.96% |
$5.82K - $6.3K
|
5.7K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.51K- 13.07% |
$77.1K - $83.4K
|
10K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
264+ 2.39% |
$13.5K - $14.6K
|
11.3K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
19.1K+ 2.7% |
$978K - $1.06M
|
729K
$38.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.08K+ 1.68% |
$157K - $170K
|
187K
$9.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
75.5K+ 34.27% |
$3.86M - $4.17M
|
296K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
722New |
$36.9K - $39.9K
|
722
$38K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-34.6K- 54.17% |
$1.77M - $1.91M
|
29.2K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.82K+ 7.88% |
$349K - $377K
|
93.3K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.9K- 7.08% |
$2.35M - $2.54M
|
602K
$31.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
74.1K+ 10.56% |
$3.78M - $4.09M
|
776K
$40.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
30.3K+ 4.21% |
$1.55M - $1.67M
|
749K
$39.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.24K+ 1.1% |
$165K - $179K
|
297K
$15.6M
|