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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
5.9KNew |
$237K - $255K
|
5.9K
$311K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.03KNew |
$202K - $218K
|
5.03K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
4.79KNew |
$192K - $207K
|
4.79K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
3.03KNew |
$122K - $131K
|
3.03K
$159K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.88K+ 5.35% |
$115K - $124K
|
56.7K
$2.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.61KNew |
$105K - $113K
|
2.61K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.3K+ 86.67% |
$52.2K - $56.3K
|
2.8K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.19KNew |
$47.7K - $51.4K
|
1.19K
$62.6K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
566New |
$22.7K - $24.5K
|
566
$29.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
340New |
$13.7K - $14.7K
|
340
$17.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
259New |
$10.4K - $11.2K
|
259
$13.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
254New |
$10.2K - $11K
|
254
$13.4K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
34New |
$1.37K - $1.47K
|
34
$1.79K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
34New |
$1.37K - $1.47K
|
34
$1.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$1.29K - $1.38K
|
32
$1.69K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
27New |
$1.08K - $1.17K
|
27
$1.42K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
13+ 0.03% |
$522 - $563
|
37.6K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.51% |
$161 - $173
|
783
$41.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.53% |
$121 - $130
|
571
$30.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.38% |
$80.3 - $86.5
|
532
$28K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$80.3 - $86.5
|
2
$105
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.69% |
$40.2 - $43.3
|
60
$3.16K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.7KNew |
$1.38M - $1.53M
|
35.7K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.4KNew |
$788K - $872K
|
20.4K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$754K - $834K
|
19.5K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
18.1KNew |
$698K - $772K
|
18.1K
$951K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.68KNew |
$220K - $243K
|
5.68K
$299K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.02KNew |
$194K - $215K
|
5.02K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.95KNew |
$191K - $212K
|
4.95K
$261K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.14K+ 7809.43% |
$160K - $177K
|
4.19K
$221K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.68K+ 18.73% |
$142K - $157K
|
23.3K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 6.27% |
$122K - $135K
|
53.5K
$2.82M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.05KNew |
$79.2K - $87.6K
|
2.05K
$108K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 37.75% |
$76.2K - $84.3K
|
7.19K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.84K+ 6.68% |
$71.1K - $78.6K
|
29.4K
$1.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.82K+ 7.82% |
$70.4K - $77.8K
|
25.1K
$1.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
956+ 0.29% |
$37K - $40.9K
|
335K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
569New |
$22K - $24.3K
|
569
$30K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
556+ 1.13% |
$21.5K - $23.8K
|
49.6K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
545New |
$21.1K - $23.3K
|
545
$28.7K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
244New |
$9.44K - $10.4K
|
244
$12.8K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
200New |
$7.74K - $8.55K
|
200
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
126+ 0.99% |
$4.87K - $5.39K
|
12.8K
$675K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
106New |
$4.1K - $4.53K
|
106
$5.58K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
21New |
$812 - $898
|
21
$1.11K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.36% |
$38.7 - $42.8
|
282
$14.9K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
101KNew |
$3.51M - $4.11M
|
101K
$5.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
73KNew |
$2.54M - $2.97M
|
73K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17K+ 14.32% |
$590K - $690K
|
135K
$7.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
16.7KNew |
$580K - $679K
|
16.7K
$878K
|
|