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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
229+ 1.29% |
$11.7K - $12.7K
|
17.9K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
227New |
$11.6K - $12.5K
|
227
$12K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
217+ 3.82% |
$11.1K - $12K
|
5.9K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
208+ 1.66% |
$10.6K - $11.5K
|
12.7K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
192+ 3.94% |
$9.81K - $10.6K
|
5.07K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
187+ 0.57% |
$9.55K - $10.3K
|
32.9K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
186+ 2.28% |
$9.5K - $10.3K
|
8.35K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 1.02% |
$8.94K - $9.67K
|
17.3K
$909K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
153New |
$7.82K - $8.46K
|
153
$8.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 4.43% |
$7.56K - $8.18K
|
3.49K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
148+ 284.62% |
$7.56K - $8.18K
|
200
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
147+ 0.03% |
$7.51K - $8.12K
|
449K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
143+ 2.3% |
$7.31K - $7.9K
|
6.36K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
143+ 3.58% |
$7.31K - $7.9K
|
4.14K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
142+ 0.97% |
$7.25K - $7.85K
|
14.8K
$780K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
138+ 2.74% |
$7.05K - $7.63K
|
5.17K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
130+ 0.5% |
$6.64K - $7.19K
|
26.1K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
126+ 0.59% |
$6.44K - $6.96K
|
21.4K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
120+ 0.37% |
$6.13K - $6.63K
|
32.3K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
111+ 0.15% |
$5.67K - $6.13K
|
73.1K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
101+ 1.9% |
$5.16K - $5.58K
|
5.42K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
99+ 19.45% |
$5.06K - $5.47K
|
608
$32K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
98+ 1.81% |
$5.01K - $5.42K
|
5.5K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
95New |
$4.85K - $5.25K
|
95
$5K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
94+ 0.28% |
$4.8K - $5.2K
|
33.3K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
94+ 0.65% |
$4.8K - $5.2K
|
14.6K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
90New |
$4.6K - $4.97K
|
90
$4.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.65% |
$4.39K - $4.75K
|
13.4K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
78+ 0.6% |
$3.99K - $4.31K
|
13.1K
$688K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
78+ 0.35% |
$3.99K - $4.31K
|
22.1K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74New |
$3.78K - $4.09K
|
74
$3.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
65+ 0.01% |
$3.32K - $3.59K
|
556K
$29.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63+ 1.0% |
$3.22K - $3.48K
|
6.35K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
62+ 0.49% |
$3.17K - $3.43K
|
12.8K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
62New |
$3.17K - $3.43K
|
62
$3.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
60New |
$3.07K - $3.32K
|
60
$3.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
54+ 0.16% |
$2.76K - $2.98K
|
34.4K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
54+ 1.1% |
$2.76K - $2.98K
|
4.98K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
53+ 0.68% |
$2.71K - $2.93K
|
7.86K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
53+ 0.41% |
$2.71K - $2.93K
|
13.1K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
48+ 0.32% |
$2.45K - $2.65K
|
14.9K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
46+ 0.42% |
$2.35K - $2.54K
|
10.9K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
46+ 0.16% |
$2.35K - $2.54K
|
28K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.61% |
$2.35K - $2.54K
|
7.59K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
45New |
$2.3K - $2.49K
|
45
$2.37K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
45+ 0.37% |
$2.3K - $2.49K
|
12.1K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
44+ 0.47% |
$2.25K - $2.43K
|
9.42K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
44+ 0.08% |
$2.25K - $2.43K
|
52.3K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
40New |
$2.04K - $2.21K
|
40
$2.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
36+ 0.22% |
$1.84K - $1.99K
|
16.5K
$870K
|