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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
120+ 0.35% |
$6.25K - $6.64K
|
34.1K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
119+ 0.25% |
$6.2K - $6.58K
|
48.4K
$2.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
117+ 1.45% |
$6.1K - $6.47K
|
8.18K
$460K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
112New |
$5.84K - $6.2K
|
112
$6.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
111+ 0.21% |
$5.79K - $6.14K
|
52.9K
$2.97M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
110+ 0.46% |
$5.73K - $6.09K
|
23.9K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
107+ 0.94% |
$5.58K - $5.92K
|
11.5K
$649K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
92+ 3.44% |
$4.8K - $5.09K
|
2.77K
$155K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
82+ 0.91% |
$4.27K - $4.54K
|
9.13K
$513K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.26% |
$4.22K - $4.48K
|
6.51K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
76+ 9.18% |
$3.96K - $4.21K
|
904
$50.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
74+ 0.46% |
$3.86K - $4.09K
|
16.2K
$910K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
72+ 0.32% |
$3.75K - $3.98K
|
22.6K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
68+ 0.55% |
$3.54K - $3.76K
|
12.4K
$696K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
67+ 1.27% |
$3.49K - $3.71K
|
5.35K
$300K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
66+ 0.45% |
$3.44K - $3.65K
|
14.8K
$830K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
64+ 0.23% |
$3.34K - $3.54K
|
27.7K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
64+ 0.19% |
$3.34K - $3.54K
|
34K
$1.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
60+ 0.29% |
$3.13K - $3.32K
|
20.8K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
60+ 0.45% |
$3.13K - $3.32K
|
13.5K
$760K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
58+ 0.45% |
$3.02K - $3.21K
|
13K
$733K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57+ 1.0% |
$2.97K - $3.15K
|
5.77K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55+ 0.97% |
$2.87K - $3.04K
|
5.72K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
54+ 0.26% |
$2.81K - $2.99K
|
21K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52+ 0.13% |
$2.71K - $2.88K
|
41K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
51+ 0.3% |
$2.66K - $2.82K
|
16.9K
$952K
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
49+ 0.26% |
$2.55K - $2.71K
|
18.6K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
48+ 0.33% |
$2.5K - $2.66K
|
14.7K
$826K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
43+ 0.21% |
$2.24K - $2.38K
|
20.1K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
41+ 1.0% |
$2.14K - $2.27K
|
4.14K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.95% |
$2.14K - $2.27K
|
4.35K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.76% |
$2.03K - $2.16K
|
5.2K
$292K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
37+ 0.47% |
$1.93K - $2.05K
|
7.96K
$447K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
36+ 0.24% |
$1.88K - $1.99K
|
15.3K
$858K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
36+ 0.32% |
$1.88K - $1.99K
|
11.3K
$635K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
35+ 0.43% |
$1.82K - $1.94K
|
8.15K
$458K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
34+ 0.46% |
$1.77K - $1.88K
|
7.45K
$419K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33+ 0.54% |
$1.72K - $1.83K
|
6.18K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 6.59% |
$1.72K - $1.83K
|
534
$30K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
30+ 28.57% |
$1.56K - $1.66K
|
135
$7.58K
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
30+ 0.19% |
$1.56K - $1.66K
|
16K
$898K
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30+ 0.32% |
$1.56K - $1.66K
|
9.5K
$534K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.2% |
$1.51K - $1.6K
|
14.6K
$821K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 0.54% |
$1.46K - $1.55K
|
5.23K
$294K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
28+ 0.32% |
$1.46K - $1.55K
|
8.69K
$488K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
27+ 0.45% |
$1.41K - $1.49K
|
6.02K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
25+ 0.15% |
$1.3K - $1.38K
|
16.6K
$932K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 0.42% |
$1.3K - $1.38K
|
6.03K
$339K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
24New |
$1.25K - $1.33K
|
24
$1.35K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23New |
$1.2K - $1.27K
|
23
$1.29K
|
|