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 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.35M+ 300.52% |
$222M - $240M
|
5.8M
$305M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.11K+ 0.34% |
$108K - $117K
|
631K
$33.2M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-121- 0.26% |
$6.18K - $6.69K
|
46.3K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.32K+ 5.33% |
$272K - $294K
|
105K
$5.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57.7K- 23.11% |
$2.95M - $3.19M
|
192K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-4.22K- 8.54% |
$216K - $233K
|
45.2K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
153New |
$7.82K - $8.46K
|
153
$8.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.63KNew |
$83K - $89.8K
|
1.63K
$85.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
928+ 17.77% |
$47.4K - $51.3K
|
6.15K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.49% |
$1.79K - $1.93K
|
7.13K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
37.3K+ 7.14% |
$1.9M - $2.06M
|
559K
$29.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.66KNew |
$340K - $368K
|
6.66K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
987+ 14.44% |
$50.4K - $54.6K
|
7.82K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19K+ 157.33% |
$968K - $1.05M
|
31K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.8K- 9.43% |
$1.63M - $1.76M
|
306K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37.3K- 23.45% |
$1.91M - $2.06M
|
122K
$6.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.48K- 4.33% |
$75.4K - $81.6K
|
32.6K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
60New |
$3.07K - $3.32K
|
60
$3.16K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.38K- 12.54% |
$70.5K - $76.3K
|
9.63K
$507K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
36.3KNew |
$1.86M - $2.01M
|
36.3K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.9KNew |
$559K - $604K
|
10.9K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1- 0.01% |
$51.1 - $55.3
|
11K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-737K- 18.46% |
$37.7M - $40.7M
|
3.26M
$171M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8.64K+ 58.38% |
$442K - $478K
|
23.4K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.37K- 6.32% |
$70.1K - $75.8K
|
20.3K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.65KNew |
$238K - $257K
|
4.65K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.12K+ 7.85% |
$108K - $117K
|
29.1K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 12.87% |
$154K - $166K
|
20.4K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-935- 2.07% |
$47.8K - $51.7K
|
44.3K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.6K- 6.07% |
$81.6K - $88.3K
|
24.7K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.34K+ 13.88% |
$170K - $184K
|
27.4K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.53M+ 6012.38% |
$78.1M - $84.5M
|
1.55M
$81.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
38.2K+ 85.17% |
$1.95M - $2.11M
|
83K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.77KNew |
$346K - $374K
|
6.77K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.32KNew |
$221K - $239K
|
4.32K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.43K+ 5.55% |
$124K - $134K
|
46.2K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-5.76K- 11.97% |
$294K - $318K
|
42.4K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.9K- 2.76% |
$657K - $711K
|
453K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.46K+ 11.58% |
$279K - $302K
|
52.7K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.4K- 1.71% |
$1.7M - $1.84M
|
1.92M
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 98.56% |
$133K - $144K
|
38
$2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 3.83% |
$660K - $713K
|
350K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-493- 2.16% |
$25.2K - $27.2K
|
22.4K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.02KNew |
$205K - $222K
|
4.02K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10.7K+ 5.62% |
$549K - $594K
|
202K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.34% |
$971 - $1.05K
|
5.63K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-188K- 61.46% |
$9.58M - $10.4M
|
118K
$6.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-17.4K- 4.06% |
$887K - $960K
|
411K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.04K+ 2.38% |
$258K - $279K
|
217K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15.2K+ 136.67% |
$775K - $838K
|
26.3K
$1.38M
|