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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
69.2KNew |
$3.44M - $3.68M
|
69.2K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
31.3K+ 266.93% |
$1.56M - $1.66M
|
43K
$2.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$920K - $983K
|
18.5K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.9KNew |
$692K - $740K
|
13.9K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$303K - $324K
|
6.09K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.28KNew |
$213K - $227K
|
4.28K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$204K - $218K
|
4.09K
$230K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.55K+ 36.52% |
$177K - $189K
|
13.3K
$746K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.38KNew |
$168K - $180K
|
3.38K
$190K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.77KNew |
$138K - $147K
|
2.77K
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.55K+ 3.07% |
$127K - $136K
|
85.6K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.25K+ 25.0% |
$62.2K - $66.5K
|
6.25K
$351K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 1.45% |
$59.4K - $63.5K
|
83.6K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 19.88% |
$39.8K - $42.6K
|
4.83K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
655New |
$32.6K - $34.8K
|
655
$36.8K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
626New |
$31.2K - $33.3K
|
626
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$28.9K - $30.9K
|
580
$32.6K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
562New |
$28K - $29.9K
|
562
$31.6K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
519+ 4.43% |
$25.8K - $27.6K
|
12.2K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
500New |
$24.9K - $26.6K
|
500
$28.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
403+ 9.05% |
$20.1K - $21.4K
|
4.85K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 10.08% |
$14.9K - $16K
|
3.28K
$184K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
198New |
$9.86K - $10.5K
|
198
$11.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
185+ 4.47% |
$9.21K - $9.84K
|
4.33K
$243K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
183New |
$9.11K - $9.73K
|
183
$10.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
181New |
$9.01K - $9.63K
|
181
$10.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
135New |
$6.72K - $7.18K
|
135
$7.58K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
108+ 1.29% |
$5.38K - $5.74K
|
8.46K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
97New |
$4.83K - $5.16K
|
97
$5.45K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
60New |
$2.99K - $3.19K
|
60
$3.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
55+ 43.65% |
$2.74K - $2.93K
|
181
$10.2K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
40New |
$1.99K - $2.13K
|
40
$2.25K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
39New |
$1.94K - $2.07K
|
39
$2.19K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.24K - $1.33K
|
14.9K
$839K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
24+ 0.22% |
$1.19K - $1.28K
|
10.9K
$614K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
9+ 0.08% |
$448 - $479
|
10.9K
$610K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.29% |
$99.6 - $106
|
681
$38.3K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
145KNew |
$7.41M - $8.02M
|
145K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
96.3KNew |
$4.92M - $5.32M
|
96.3K
$5.41M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
27KNew |
$1.38M - $1.49M
|
27K
$1.52M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
23.1KNew |
$1.18M - $1.28M
|
23.1K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
23KNew |
$1.18M - $1.27M
|
23K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$765K - $828K
|
15K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
13.7KNew |
$700K - $757K
|
13.7K
$770K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.29KNew |
$424K - $458K
|
8.29K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.12KNew |
$364K - $393K
|
7.12K
$400K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.05KNew |
$360K - $390K
|
7.05K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.02KNew |
$359K - $388K
|
7.02K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.66KNew |
$340K - $368K
|
6.66K
$374K
|
|