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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.7K+ 5.41% |
$1.29M - $1.37M
|
481K
$27M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
24.5K+ 7.36% |
$1.28M - $1.36M
|
358K
$20.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.8K+ 4.21% |
$1.24M - $1.31M
|
588K
$33M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
23.2K+ 5.55% |
$1.21M - $1.28M
|
441K
$24.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.2K+ 7.5% |
$1.21M - $1.28M
|
332K
$18.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.1K+ 12.78% |
$1.21M - $1.28M
|
204K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22.2K+ 12.15% |
$1.16M - $1.23M
|
205K
$11.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.9K+ 12.48% |
$1.14M - $1.21M
|
197K
$11.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
21.7K+ 30.6% |
$1.13M - $1.2M
|
92.4K
$5.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.7K+ 4.01% |
$1.13M - $1.2M
|
562K
$31.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 13.81% |
$1.11M - $1.18M
|
176K
$9.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
21.2KNew |
$1.1M - $1.17M
|
21.2K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.4K+ 112.93% |
$1.06M - $1.13M
|
38.5K
$2.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20.4K+ 16.32% |
$1.06M - $1.13M
|
145K
$8.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20.1K+ 3.88% |
$1.05M - $1.11M
|
538K
$30.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
19.3K+ 2.18% |
$1.01M - $1.07M
|
905K
$50.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.2K+ 8.16% |
$1M - $1.06M
|
255K
$14.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.2K+ 7.65% |
$950K - $1.01M
|
257K
$14.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
18.1KNew |
$944K - $1M
|
18.1K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.9K+ 115.13% |
$935K - $993K
|
33.5K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
17.7KNew |
$924K - $981K
|
17.7K
$996K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
17.7K+ 130.9% |
$924K - $981K
|
31.3K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17.6K+ 4.66% |
$918K - $975K
|
395K
$22.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 3.71% |
$908K - $964K
|
487K
$27.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$893K - $949K
|
17.1K
$963K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.9K+ 0.49% |
$882K - $936K
|
3.47M
$195M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16.7K+ 28.07% |
$870K - $923K
|
76.1K
$4.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
16K+ 5.26% |
$835K - $886K
|
321K
$18M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
16K+ 17.03% |
$834K - $886K
|
110K
$6.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 4.81% |
$819K - $870K
|
343K
$19.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
15.5KNew |
$807K - $856K
|
15.5K
$869K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
15.4K+ 10.93% |
$801K - $850K
|
156K
$8.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15.2K+ 1.87% |
$792K - $840K
|
827K
$46.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 15.93% |
$772K - $819K
|
108K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 6206.49% |
$747K - $793K
|
14.6K
$818K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14.1K+ 79.35% |
$736K - $782K
|
31.9K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.9K+ 17.45% |
$722K - $767K
|
93.2K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
13.6KNew |
$709K - $753K
|
13.6K
$764K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.5K+ 10.17% |
$706K - $749K
|
147K
$8.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
13.5K+ 18.1% |
$704K - $747K
|
88.1K
$4.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.1K+ 22.3% |
$683K - $725K
|
71.9K
$4.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.9K+ 5.57% |
$674K - $715K
|
245K
$13.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
12.8K+ 3.31% |
$668K - $709K
|
400K
$22.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12.8K+ 336.84% |
$666K - $707K
|
16.6K
$930K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
12.7K+ 4.84% |
$662K - $703K
|
275K
$15.5M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.3K+ 3.52% |
$643K - $682K
|
363K
$20.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
12.3K+ 0.76% |
$642K - $681K
|
1.63M
$91.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
12K+ 5.05% |
$623K - $661K
|
249K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.9K+ 4.42% |
$622K - $660K
|
282K
$15.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.5K+ 3.79% |
$597K - $634K
|
314K
$17.6M
|
|