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 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
40.4K+ 1.26% |
$2.06M - $2.23M
|
3.25M
$171M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.2K+ 13.16% |
$2.05M - $2.22M
|
345K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
39.7KNew |
$2.03M - $2.19M
|
39.7K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.5K+ 440.14% |
$2.02M - $2.18M
|
48.5K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 4.19% |
$1.96M - $2.12M
|
953K
$50.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
38.2K+ 85.17% |
$1.95M - $2.11M
|
83K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.2K+ 71.17% |
$1.95M - $2.11M
|
91.8K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
37.3K+ 7.14% |
$1.9M - $2.06M
|
559K
$29.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37K+ 10.52% |
$1.89M - $2.05M
|
389K
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
36.7K+ 3.86% |
$1.88M - $2.03M
|
989K
$52.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.7K+ 8.99% |
$1.88M - $2.03M
|
445K
$23.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
36.5K+ 249.78% |
$1.86M - $2.02M
|
51.1K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
36.3KNew |
$1.86M - $2.01M
|
36.3K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
34.9KNew |
$1.78M - $1.93M
|
34.9K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
34.9K+ 7.66% |
$1.78M - $1.93M
|
490K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33.7K+ 10.69% |
$1.72M - $1.86M
|
349K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
32.3KNew |
$1.65M - $1.78M
|
32.3K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
31.2K+ 1.04% |
$1.59M - $1.72M
|
3.03M
$160M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 29.74% |
$1.57M - $1.69M
|
134K
$7.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
30.5K+ 320.93% |
$1.56M - $1.69M
|
40K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
30.3K+ 4.21% |
$1.55M - $1.67M
|
749K
$39.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
29.9K+ 8.93% |
$1.53M - $1.65M
|
364K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.6K+ 10.31% |
$1.51M - $1.64M
|
317K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29K+ 118.4% |
$1.48M - $1.6M
|
53.5K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.7KNew |
$1.41M - $1.53M
|
27.7K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
27.5K+ 20.96% |
$1.4M - $1.52M
|
159K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.8K+ 13.58% |
$1.37M - $1.48M
|
224K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 7.78% |
$1.31M - $1.41M
|
354K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.3K+ 31.41% |
$1.29M - $1.4M
|
106K
$5.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.7K+ 13.1% |
$1.26M - $1.36M
|
213K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
24.2K+ 4.59% |
$1.24M - $1.34M
|
551K
$29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24K+ 49.88% |
$1.23M - $1.33M
|
72.2K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
24K+ 13.55% |
$1.23M - $1.33M
|
201K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
24K+ 16.22% |
$1.22M - $1.33M
|
172K
$9.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$1.22M - $1.32M
|
23.9K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 87.77% |
$1.2M - $1.3M
|
50.4K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
23KNew |
$1.18M - $1.27M
|
23K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
22.6KNew |
$1.15M - $1.25M
|
22.6K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
22.4K+ 23.48% |
$1.14M - $1.24M
|
118K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.4K+ 7.27% |
$1.14M - $1.24M
|
330K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
22KNew |
$1.12M - $1.21M
|
22K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.6KNew |
$1.1M - $1.19M
|
21.6K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.4K+ 51.82% |
$1.04M - $1.13M
|
59.9K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.8K+ 5.45% |
$1.01M - $1.09M
|
383K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.7K+ 51.77% |
$1.01M - $1.09M
|
57.8K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
19.3K+ 3.7% |
$987K - $1.07M
|
542K
$28.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 5.46% |
$981K - $1.06M
|
371K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
19.1K+ 2.7% |
$978K - $1.06M
|
729K
$38.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19K+ 157.33% |
$968K - $1.05M
|
31K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.7K+ 65.26% |
$954K - $1.03M
|
47.3K
$2.49M
|