Latest Institutional Purchases of Spdr Portfolio S&P 500 Value E (SPYV)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
15.8M+ 5184.46% |
$809M - $875M
|
16.1M
$850M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.5MNew |
$281M - $304M
|
5.5M
$290M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.35M+ 300.52% |
$222M - $240M
|
5.8M
$305M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.76M+ 167.27% |
$141M - $152M
|
4.41M
$232M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 5.76% |
$115M - $125M
|
41.4M
$2.18B
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.53M+ 6012.38% |
$78.1M - $84.5M
|
1.55M
$81.8M
|
|
|
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 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.38M+ 71.58% |
$70.6M - $76.3M
|
3.31M
$174M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.37MNew |
$69.8M - $75.5M
|
1.37M
$72M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.31M+ 32.34% |
$66.7M - $72.2M
|
5.34M
$281M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.25MNew |
$64M - $69.2M
|
1.25M
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
768K+ 10.57% |
$39.2M - $42.4M
|
8.03M
$423M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
627K+ 834.18% |
$32.1M - $34.7M
|
703K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
624K+ 9.85% |
$31.9M - $34.5M
|
6.96M
$366M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
597K+ 506.09% |
$30.5M - $33M
|
715K
$37.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
530K+ 70.53% |
$27.1M - $29.3M
|
1.28M
$67.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
405K+ 383.45% |
$20.7M - $22.4M
|
511K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
383KNew |
$19.6M - $21.2M
|
383K
$20.2M
|
|
|
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 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
328K+ 659.14% |
$16.7M - $18.1M
|
377K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
317KNew |
$16.2M - $17.5M
|
317K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
289K+ 44.82% |
$14.8M - $16M
|
935K
$49.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
277K+ 6.38% |
$14.2M - $15.3M
|
4.63M
$244M
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
276K+ 1269.31% |
$14.1M - $15.2M
|
298K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
243KNew |
$12.4M - $13.5M
|
243K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
222K+ 63.45% |
$11.3M - $12.3M
|
572K
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
208K+ 5.63% |
$10.6M - $11.5M
|
3.9M
$205M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
201K+ 7.28% |
$10.3M - $11.1M
|
2.96M
$156M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
190K+ 41.77% |
$9.7M - $10.5M
|
644K
$33.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
179K+ 597.67% |
$9.12M - $9.87M
|
208K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
174K+ 2.33% |
$8.91M - $9.64M
|
7.67M
$404M
|
|
|
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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
171K+ 13.54% |
$8.72M - $9.43M
|
1.43M
$75.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
165KNew |
$8.41M - $9.1M
|
165K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
158K+ 417.06% |
$8.07M - $8.73M
|
196K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
157K+ 33.89% |
$8.03M - $8.69M
|
621K
$32.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
157KNew |
$8.02M - $8.68M
|
157K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
145KNew |
$7.41M - $8.02M
|
145K
$7.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
141KNew |
$7.21M - $7.8M
|
141K
$7.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
139K+ 9.23% |
$7.08M - $7.66M
|
1.64M
$86.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$6.92M - $7.49M
|
135K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
130K+ 33.56% |
$6.64M - $7.18M
|
517K
$27.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
128K+ 9.74% |
$6.56M - $7.1M
|
1.45M
$76.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 10.32% |
$6.56M - $7.1M
|
1.37M
$72.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
116KNew |
$5.9M - $6.38M
|
116K
$6.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
112K+ 2.93% |
$5.73M - $6.2M
|
3.93M
$207M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110K+ 9.03% |
$5.63M - $6.1M
|
1.33M
$70.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
110K+ 2.78% |
$5.6M - $6.06M
|
4.05M
$214M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
106K+ 30.54% |
$5.42M - $5.87M
|
454K
$23.9M
|