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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.37KNew |
$287K - $334K
|
6.37K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$266K - $309K
|
5.9K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
5.8KNew |
$261K - $303K
|
5.8K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.7KNew |
$257K - $298K
|
5.7K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.5K+ 274950.0% |
$248K - $288K
|
5.5K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.39KNew |
$243K - $282K
|
5.39K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.29KNew |
$238K - $277K
|
5.29K
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.26KNew |
$237K - $276K
|
5.26K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.99K+ 11.59% |
$225K - $261K
|
48K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.85KNew |
$219K - $254K
|
4.85K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.13K+ 0.95% |
$186K - $216K
|
441K
$24.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12KNew |
$186K - $216K
|
4.12K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.08KNew |
$184K - $213K
|
4.08K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.99KNew |
$180K - $209K
|
3.99K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.9KNew |
$176K - $204K
|
3.9K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
3.86KNew |
$174K - $202K
|
3.86K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.31K+ 23.39% |
$149K - $173K
|
17.5K
$981K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.76K+ 9.39% |
$124K - $144K
|
32.1K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.62K+ 84.2% |
$118K - $137K
|
5.73K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.43K+ 82.55% |
$109K - $127K
|
5.37K
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$101K - $117K
|
2.24K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.89K+ 17.3% |
$85.4K - $99.1K
|
12.8K
$721K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.82K+ 5047.22% |
$82K - $95.1K
|
1.85K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.44K+ 4.21% |
$65.1K - $75.6K
|
35.8K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27K+ 18.94% |
$57.5K - $66.7K
|
8K
$449K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.26K+ 138.66% |
$56.8K - $65.9K
|
2.17K
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.09K+ 14.05% |
$49.1K - $57K
|
8.84K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06K+ 2.98% |
$47.9K - $55.6K
|
36.6K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$47.4K - $55K
|
1.05K
$59K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
515+ 4681.82% |
$23.2K - $27K
|
526
$29.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
503New |
$22.7K - $26.3K
|
503
$28.3K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
464+ 12.11% |
$20.9K - $24.3K
|
4.29K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
442+ 10.8% |
$19.9K - $23.1K
|
4.54K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
403+ 9.31% |
$18.2K - $21.1K
|
4.73K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
296+ 5.27% |
$13.4K - $15.5K
|
5.92K
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
290New |
$13.1K - $15.2K
|
290
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
250New |
$11.3K - $13.1K
|
250
$14K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
241+ 3.43% |
$10.9K - $12.6K
|
7.27K
$408K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
183New |
$8.26K - $9.58K
|
183
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
171+ 1.32% |
$7.71K - $8.95K
|
13.1K
$739K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
157New |
$7.08K - $8.22K
|
157
$8.82K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
152+ 15200.0% |
$6.86K - $7.96K
|
153
$8.59K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
145+ 2.69% |
$6.54K - $7.59K
|
5.53K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
137New |
$6.18K - $7.17K
|
137
$7.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
136+ 0.42% |
$6.13K - $7.12K
|
32.5K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117New |
$5.28K - $6.12K
|
117
$6.57K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
116+ 1.11% |
$5.23K - $6.07K
|
10.5K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
101+ 0.31% |
$4.56K - $5.29K
|
33.1K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
83New |
$3.74K - $4.34K
|
83
$4.66K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80+ 29.09% |
$3.61K - $4.19K
|
355
$19.9K
|
|