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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
61.1K+ 202.86% |
$3.18M - $3.38M
|
91.2K
$5.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
59.7K+ 2.7% |
$3.11M - $3.3M
|
2.27M
$127M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
59.1K+ 55.63% |
$3.08M - $3.27M
|
165K
$9.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
57.5K+ 8.91% |
$3M - $3.18M
|
703K
$39.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
55.7K+ 3.68% |
$2.9M - $3.08M
|
1.57M
$88.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
54.7KNew |
$2.85M - $3.03M
|
54.7K
$3.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
53K+ 10.07% |
$2.76M - $2.93M
|
579K
$32.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
53K+ 51.14% |
$2.76M - $2.93M
|
157K
$8.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
52.8K+ 991.2% |
$2.75M - $2.92M
|
58.2K
$3.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.7K+ 3.94% |
$2.75M - $2.92M
|
1.39M
$78.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
51.9KNew |
$2.7M - $2.87M
|
51.9K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.2K+ 204.6% |
$2.67M - $2.84M
|
76.3K
$4.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
49.7K+ 8.12% |
$2.59M - $2.75M
|
661K
$37.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
49.2K+ 5.92% |
$2.56M - $2.72M
|
880K
$49.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48.8K+ 5.2% |
$2.55M - $2.7M
|
987K
$55.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
47.6K+ 28.61% |
$2.48M - $2.63M
|
214K
$12M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47.1KNew |
$2.46M - $2.61M
|
47.1K
$2.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
46.3KNew |
$2.41M - $2.56M
|
46.3K
$2.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
46K+ 11.55% |
$2.4M - $2.55M
|
445K
$25M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.7K+ 22.02% |
$2.28M - $2.42M
|
242K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.5K+ 6.63% |
$2.27M - $2.41M
|
700K
$39.3M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
42.9KNew |
$2.23M - $2.37M
|
42.9K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
41.7K+ 11.09% |
$2.17M - $2.31M
|
418K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.1K+ 6.64% |
$2.14M - $2.27M
|
660K
$37.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
40.4K+ 162.59% |
$2.11M - $2.23M
|
65.2K
$3.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
40K+ 17.33% |
$2.09M - $2.21M
|
271K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
39.8K+ 43.42% |
$2.07M - $2.2M
|
131K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.2K+ 7.2% |
$1.99M - $2.11M
|
568K
$31.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
37.9K+ 16.88% |
$1.98M - $2.1M
|
263K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
37.9K+ 1.21% |
$1.97M - $2.1M
|
3.17M
$178M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
36.7K+ 4.65% |
$1.91M - $2.03M
|
826K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
36.2K+ 220.3% |
$1.89M - $2M
|
52.6K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.2K+ 11.08% |
$1.89M - $2M
|
363K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.1K+ 3.51% |
$1.83M - $1.94M
|
1.04M
$58.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.1K+ 3.4% |
$1.77M - $1.88M
|
1.04M
$58.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
33.9K+ 6.78% |
$1.77M - $1.88M
|
534K
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
33.5K+ 20.32% |
$1.74M - $1.85M
|
198K
$11.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
33K+ 6.15% |
$1.72M - $1.83M
|
569K
$32M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
30.4KNew |
$1.58M - $1.68M
|
30.4K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29.2K+ 16.9% |
$1.52M - $1.62M
|
202K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.9K+ 2.1% |
$1.5M - $1.6M
|
1.4M
$78.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
28.7K+ 9.06% |
$1.5M - $1.59M
|
346K
$19.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
28.6K+ 8.1% |
$1.49M - $1.58M
|
382K
$21.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
28.6K+ 4.31% |
$1.49M - $1.58M
|
691K
$38.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
27.6K+ 2.84% |
$1.44M - $1.53M
|
1M
$56.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$1.43M - $1.51M
|
27.4K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.1KNew |
$1.41M - $1.5M
|
27.1K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26KNew |
$1.36M - $1.44M
|
26K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.5K+ 294.34% |
$1.33M - $1.41M
|
34.2K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
25.2K+ 6.44% |
$1.31M - $1.39M
|
416K
$23.4M
|
|