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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
104K+ 62.43% |
$5.3M - $5.73M
|
270K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
104K+ 20.51% |
$5.29M - $5.72M
|
609K
$32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
101KNew |
$5.18M - $5.61M
|
101K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
98.6KNew |
$5.04M - $5.45M
|
98.6K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
97.9K+ 5.54% |
$5M - $5.41M
|
1.87M
$98.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
96.6K+ 42.43% |
$4.94M - $5.34M
|
324K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
96.3KNew |
$4.92M - $5.32M
|
96.3K
$5.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90.4KNew |
$4.62M - $5M
|
90.4K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
87.2K+ 4.44% |
$4.46M - $4.82M
|
2.05M
$108M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
83.6K+ 44.34% |
$4.27M - $4.62M
|
272K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
83.3K+ 202.82% |
$4.26M - $4.61M
|
124K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
82.2K+ 10.76% |
$4.2M - $4.55M
|
847K
$44.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
82.2K+ 54.96% |
$4.2M - $4.55M
|
232K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
81.6KNew |
$4.17M - $4.51M
|
81.6K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81.4K+ 4.88% |
$4.16M - $4.5M
|
1.75M
$92.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
75.5K+ 34.27% |
$3.86M - $4.17M
|
296K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
74.6K+ 48.7% |
$3.81M - $4.12M
|
228K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
74.1K+ 10.56% |
$3.78M - $4.09M
|
776K
$40.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
71.1K+ 46.17% |
$3.63M - $3.93M
|
225K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
69.7K+ 0.34% |
$3.56M - $3.85M
|
20.4M
$1.07B
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
69.4K+ 174.16% |
$3.54M - $3.83M
|
109K
$5.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
68.7KNew |
$3.51M - $3.8M
|
68.7K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66.3K+ 307.95% |
$3.39M - $3.67M
|
87.9K
$4.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
65.7KNew |
$3.36M - $3.63M
|
65.7K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.9KNew |
$3.32M - $3.59M
|
64.9K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
64.4KNew |
$3.29M - $3.56M
|
64.4K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
62.3K+ 3.89% |
$3.18M - $3.45M
|
1.66M
$87.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
60.9K+ 36.48% |
$3.11M - $3.37M
|
228K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
59.5K+ 157.61% |
$3.04M - $3.29M
|
97.2K
$5.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
58.9KNew |
$3.01M - $3.26M
|
58.9K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
58.6K+ 91.91% |
$2.99M - $3.24M
|
122K
$6.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
55.2K+ 20.27% |
$2.82M - $3.05M
|
327K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
54.3K+ 3.14% |
$2.77M - $3M
|
1.79M
$94M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
52.1K+ 11.81% |
$2.66M - $2.88M
|
493K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
52KNew |
$2.66M - $2.88M
|
52K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
52K+ 71.23% |
$2.66M - $2.87M
|
125K
$6.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51.9KNew |
$2.65M - $2.87M
|
51.9K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
51.2KNew |
$2.62M - $2.83M
|
51.2K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
49.8KNew |
$2.54M - $2.75M
|
49.8K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
48.9K+ 3.17% |
$2.5M - $2.7M
|
1.59M
$83.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
47.1KNew |
$2.41M - $2.6M
|
47.1K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
46.2K+ 1.21% |
$2.36M - $2.55M
|
3.88M
$204M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
45.5K+ 23.47% |
$2.32M - $2.51M
|
239K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
45.2KNew |
$2.31M - $2.5M
|
45.2K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.7K+ 6.3% |
$2.28M - $2.47M
|
755K
$39.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
44.2KNew |
$2.26M - $2.44M
|
44.2K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
44.2KNew |
$2.26M - $2.44M
|
44.2K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
42.1KNew |
$2.15M - $2.33M
|
42.1K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
41.4K+ 9.7% |
$2.12M - $2.29M
|
469K
$24.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.8K+ 13.95% |
$2.08M - $2.25M
|
333K
$17.5M
|