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 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.63KNew |
$78.9K - $86K
|
1.63K
$85.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1KNew |
$48.5K - $52.9K
|
1K
$52.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
990+ 1.81% |
$48K - $52.3K
|
55.6K
$2.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
972New |
$47.2K - $51.4K
|
972
$51.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
885New |
$42.9K - $46.8K
|
885
$46.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
813+ 2.48% |
$39.4K - $43K
|
33.6K
$1.77M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
748+ 6.38% |
$36.3K - $39.5K
|
12.5K
$657K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
688New |
$33.4K - $36.4K
|
688
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
688New |
$33.4K - $36.4K
|
688
$36.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
617New |
$29.9K - $32.6K
|
617
$32.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
555+ 24.34% |
$26.9K - $29.3K
|
2.84K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
441+ 3.88% |
$21.4K - $23.3K
|
11.8K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
384New |
$18.6K - $20.3K
|
384
$20.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
302+ 6.11% |
$14.7K - $16K
|
5.24K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
276New |
$13.4K - $14.6K
|
276
$14.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
267+ 44.13% |
$13K - $14.1K
|
872
$45.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
264New |
$12.8K - $14K
|
264
$13.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
202+ 18.0% |
$9.8K - $10.7K
|
1.32K
$69.7K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
200+ 2.31% |
$9.7K - $10.6K
|
8.84K
$466K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
187+ 1.41% |
$9.07K - $9.88K
|
13.5K
$709K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
187+ 26.26% |
$9.07K - $9.88K
|
899
$47.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
166New |
$8.05K - $8.77K
|
166
$8.74K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
165+ 19.86% |
$8K - $8.72K
|
996
$52.4K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 84.75% |
$7.28K - $7.93K
|
327
$17.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.32K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.32K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 1.36% |
$4.85K - $5.29K
|
7.48K
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
99New |
$4.8K - $5.23K
|
99
$5.21K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61New |
$2.96K - $3.22K
|
61
$3.21K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
56+ 0.83% |
$2.72K - $2.96K
|
6.77K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46New |
$2.23K - $2.43K
|
46
$2.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
43+ 0.39% |
$2.09K - $2.27K
|
11K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
42+ 0.53% |
$2.04K - $2.22K
|
7.98K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.53% |
$2.04K - $2.22K
|
8.02K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 1.14% |
$1.94K - $2.11K
|
3.55K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
38+ 0.52% |
$1.84K - $2.01K
|
7.31K
$385K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.65K - $1.8K
|
34
$1.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$194 - $211
|
4
$211
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.49% |
$146 - $159
|
620
$32.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2New |
$97 - $106
|
2
$105
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$48.5 - $52.9
|
62.9K
$3.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$48.5 - $52.9
|
1
$52.7
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.46% |
$48.5 - $52.9
|
220
$11.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
177K+ 3058.95% |
$8.38M - $8.86M
|
183K
$9.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
97.4KNew |
$4.61M - $4.88M
|
97.4K
$5.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.4K+ 4.56% |
$1.63M - $1.72M
|
788K
$41.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
11.4KNew |
$538K - $569K
|
11.4K
$598K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.78K+ 6.36% |
$463K - $490K
|
164K
$8.62M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.81KNew |
$417K - $441K
|
8.81K
$464K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.37KNew |
$397K - $419K
|
8.37K
$441K
|
|