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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
506+ 1.06% |
$26.4K - $28K
|
48.1K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
502+ 7.54% |
$26.2K - $27.8K
|
7.16K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
435+ 5.71% |
$22.7K - $24.1K
|
8.05K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
402New |
$21K - $22.2K
|
402
$22.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
400+ 2.84% |
$20.8K - $22.1K
|
14.5K
$813K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
394+ 37.74% |
$20.5K - $21.8K
|
1.44K
$80.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
391New |
$20.4K - $21.6K
|
391
$22K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
381+ 1.84% |
$19.9K - $21.1K
|
21.1K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
363+ 0.49% |
$18.9K - $20.1K
|
74.1K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
342+ 1.28% |
$17.8K - $18.9K
|
27K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
318+ 1.18% |
$16.6K - $17.6K
|
27.4K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
304+ 5.35% |
$15.8K - $16.8K
|
5.98K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
302+ 0.39% |
$15.7K - $16.7K
|
78.2K
$4.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
300+ 0.99% |
$15.6K - $16.6K
|
30.5K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
294+ 13.36% |
$15.3K - $16.3K
|
2.49K
$140K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
289+ 545.28% |
$15.1K - $16K
|
342
$19.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
285+ 0.29% |
$14.9K - $15.8K
|
98.4K
$5.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
278+ 2.95% |
$14.5K - $15.4K
|
9.69K
$544K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
253+ 3.64% |
$13.2K - $14K
|
7.2K
$405K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
247+ 0.11% |
$12.9K - $13.7K
|
231K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
236+ 0.46% |
$12.3K - $13.1K
|
51K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
235+ 5.57% |
$12.2K - $13K
|
4.45K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
212+ 0.3% |
$11K - $11.7K
|
70.4K
$3.95M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
211+ 125.6% |
$11K - $11.7K
|
379
$21.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
207+ 0.9% |
$10.8K - $11.5K
|
23.2K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
197+ 3.87% |
$10.3K - $10.9K
|
5.28K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
195+ 4.94% |
$10.2K - $10.8K
|
4.15K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
193+ 2.85% |
$10.1K - $10.7K
|
6.98K
$392K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
185+ 3.79% |
$9.64K - $10.2K
|
5.07K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
169+ 0.47% |
$8.81K - $9.35K
|
35.8K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
168+ 275.41% |
$8.76K - $9.3K
|
229
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
166+ 1.46% |
$8.65K - $9.18K
|
11.5K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
166New |
$8.65K - $9.18K
|
166
$9.32K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
155+ 1.46% |
$8.08K - $8.58K
|
10.8K
$605K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
145+ 0.34% |
$7.56K - $8.02K
|
42.6K
$2.39M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
144New |
$7.51K - $7.97K
|
144
$8.09K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
131+ 2.99% |
$6.83K - $7.25K
|
4.52K
$254K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
125+ 3.03% |
$6.52K - $6.92K
|
4.25K
$239K
|
|
|
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
|
|
|
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
|
|
|
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 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
66+ 0.45% |
$3.44K - $3.65K
|
14.8K
$830K
|
|