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 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.47% |
$379 - $401
|
1.69K
$95.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$56.2
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$56.2
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254KNew |
$11.7M - $12.7M
|
254K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
93KNew |
$4.26M - $4.66M
|
93K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.5K+ 39.32% |
$3.28M - $3.58M
|
253K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
54.9KNew |
$2.52M - $2.75M
|
54.9K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.2KNew |
$1.66M - $1.81M
|
36.2K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.3KNew |
$703K - $768K
|
15.3K
$861K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14.2KNew |
$652K - $712K
|
14.2K
$798K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.04K+ 32.65% |
$323K - $353K
|
28.6K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.95K+ 69.03% |
$273K - $298K
|
14.6K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.54KNew |
$254K - $277K
|
5.54K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.52KNew |
$208K - $227K
|
4.52K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
4.27KNew |
$196K - $214K
|
4.27K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.17KNew |
$191K - $209K
|
4.17K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$188K - $206K
|
4.11K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2KNew |
$91.8K - $100K
|
2K
$112K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 76.92% |
$68.8K - $75.2K
|
3.45K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.5KNew |
$68.6K - $74.9K
|
1.5K
$84K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 59.05% |
$65.3K - $71.3K
|
3.83K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
900New |
$41.3K - $45.1K
|
900
$50.6K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
790+ 0.63% |
$36.2K - $39.6K
|
126K
$7.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
400New |
$18.4K - $20K
|
400
$22.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
375New |
$17.2K - $18.8K
|
375
$21.1K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
285+ 1.54% |
$13.1K - $14.3K
|
18.8K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
207+ 3.74% |
$9.5K - $10.4K
|
5.74K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
118New |
$5.41K - $5.91K
|
118
$6.63K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
40+ 3.79% |
$1.84K - $2K
|
1.1K
$61.5K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 0.31% |
$45.9 - $50.1
|
326
$18.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.79% |
$45.9 - $50.1
|
57
$3.2K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
485KNew |
$19.2M - $22.7M
|
485K
$27.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$825K - $973K
|
20.8K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.6K+ 6.53% |
$778K - $918K
|
320K
$18M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.9KNew |
$711K - $838K
|
17.9K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.2K+ 9.26% |
$443K - $522K
|
132K
$7.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.84K+ 3.78% |
$390K - $460K
|
270K
$15.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
9.66KNew |
$383K - $452K
|
9.66K
$543K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9.65KNew |
$382K - $451K
|
9.65K
$542K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.54K+ 9.69% |
$378K - $446K
|
108K
$6.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.94KNew |
$275K - $324K
|
6.94K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.75KNew |
$268K - $316K
|
6.75K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.65KNew |
$264K - $311K
|
6.65K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5.98KNew |
$237K - $279K
|
5.98K
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
5.4K+ 54.02% |
$214K - $252K
|
15.4K
$864K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.33KNew |
$211K - $249K
|
5.33K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.29KNew |
$210K - $247K
|
5.29K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
5.29KNew |
$210K - $247K
|
5.29K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.71KNew |
$186K - $220K
|
4.71K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.65KNew |
$184K - $217K
|
4.65K
$261K
|
|