Latest Institutional Purchases of Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 15, 2024 Q3 2024
Steph & CO

BUY
 -
885
New
$42.9K - $46.8K
885 $49.7K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
688
New
$33.4K - $36.4K
688 $38.6K
Nov 08, 2024 Q3 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
555
+ 24.34%
$26.9K - $29.3K
2.84K $159K
Nov 12, 2024 Q3 2024
Beacon Financial Group

BUY
 -
441
+ 3.88%
$21.4K - $23.3K
11.8K $662K
Nov 12, 2024 Q3 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
384
New
$18.6K - $20.3K
384 $21.6K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
276
New
$13.4K - $14.6K
276 $15.5K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
264
New
$12.8K - $14K
264 $14.8K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
202
+ 18.0%
$9.8K - $10.7K
1.32K $74.4K
Jan 08, 2025 Q3 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
200
+ 2.31%
$9.7K - $10.6K
8.84K $497K
Nov 15, 2024 Q3 2024
First National Bank Of Omaha

Omaha, NE
BUY
 -
187
+ 1.41%
$9.07K - $9.88K
13.5K $756K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
165
+ 19.86%
$8K - $8.72K
996 $55.9K
Jan 29, 2025 Q3 2024
Byrne Asset Management LLC

BUY
 -
150
+ 84.75%
$7.28K - $7.93K
327 $18.4K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
120
New
$5.82K - $6.34K
120 $6.74K
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
120
New
$5.82K - $6.34K
120 $6.74K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
99
New
$4.8K - $5.23K
99 $5.56K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
61
New
$2.96K - $3.22K
61 $3.43K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
46
New
$2.23K - $2.43K
46 $2.58K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
43
+ 0.39%
$2.09K - $2.27K
11K $620K
Nov 12, 2024 Q3 2024
Hoge Financial Services, LLC

Canonsburg, PA
BUY
 -
42
+ 0.53%
$2.04K - $2.22K
7.98K $448K
Nov 12, 2024 Q3 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
42
+ 0.53%
$2.04K - $2.22K
8.02K $451K
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
40
+ 1.14%
$1.94K - $2.11K
3.55K $199K
Oct 23, 2024 Q3 2024
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
2
New
$97 - $106
2 $112
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1
New
$48.5 - $52.9
1 $56.2
Oct 02, 2024 Q3 2024
M&R Capital Management Inc

BUY
 -
1
+ 0.46%
$48.5 - $52.9
220 $12.4K
Q2 2024
Aug 13, 2024 Q2 2024
Inspire Trust Co, N.A.

Reno, NV
BUY
 -
97.4K
New
$4.61M - $4.88M
97.4K $5.47M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
34.4K
+ 4.56%
$1.63M - $1.72M
788K $44.3M
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
11.4K
New
$538K - $569K
11.4K $638K
Aug 13, 2024 Q2 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
8.81K
New
$417K - $441K
8.81K $495K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
8.37K
New
$397K - $419K
8.37K $470K
Jul 03, 2024 Q2 2024
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
8.05K
New
$382K - $403K
8.05K $452K
Jul 29, 2024 Q2 2024
Arjuna Capital

BUY
 -
6.39K
New
$303K - $320K
6.39K $359K
Jul 18, 2024 Q2 2024
Shilanski & Associates, Inc.

BUY
 -
6.14K
+ 3.74%
$291K - $307K
170K $9.56M
Aug 05, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
5.46K
New
$258K - $273K
5.46K $306K
Aug 14, 2024 Q2 2024
Wellington Wealth Strategies, Llc.

Indianapolis, IN
BUY
 -
4.12K
New
$195K - $206K
4.12K $231K
Jul 08, 2024 Q2 2024
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.95K
+ 105.14%
$92.1K - $97.4K
3.8K $213K
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
1.63K
+ 407.27%
$77K - $81.4K
2.02K $114K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
1.11K
New
$52.5K - $55.5K
1.11K $62.3K
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
625
New
$29.6K - $31.3K
625 $35.1K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
577
+ 17.24%
$27.3K - $28.9K
3.92K $220K
Aug 06, 2024 Q2 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
535
New
$25.3K - $26.8K
535 $30.1K
Aug 07, 2025 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
430
+ 47.78%
$20.4K - $21.5K
1.33K $74.7K
Jul 25, 2024 Q2 2024
Systelligence, LLC

BUY
 -
320
+ 0.12%
$15.2K - $16K
259K $14.6M
Jul 19, 2024 Q2 2024
Platte River Wealth Advisors, LLC

BUY
 -
305
+ 0.8%
$14.4K - $15.3K
38.3K $2.15M
Aug 08, 2024 Q2 2024
Hanson & Doremus Investment Management

BUY
 -
302
+ 592.16%
$14.3K - $15.1K
353 $19.8K
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
262
New
$12.4K - $13.1K
262 $14.7K
Jul 08, 2024 Q2 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
220
New
$10.4K - $11K
220 $12.4K
Aug 08, 2024 Q2 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
80
New
$3.79K - $4.01K
80 $4.49K
Jul 16, 2024 Q2 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
76
New
$3.6K - $3.81K
76 $4.27K
Aug 06, 2024 Q2 2024
Camden Capital, LLC

BUY
 -
24
+ 0.19%
$1.14K - $1.2K
12.9K $723K

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