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 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
544K+ 12.98% |
$28.3M - $30.1M
|
4.73M
$266M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
509K+ 19.52% |
$26.5M - $28.2M
|
3.12M
$175M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
507K+ 13.26% |
$26.4M - $28M
|
4.33M
$243M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
403K+ 13.19% |
$21M - $22.3M
|
3.45M
$194M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
398K+ 10.73% |
$20.7M - $22M
|
4.11M
$231M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
394K+ 7.56% |
$20.6M - $21.8M
|
5.61M
$315M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
377KNew |
$19.7M - $20.9M
|
377K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319K+ 32.37% |
$16.6M - $17.7M
|
1.31M
$73.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
305K+ 3.68% |
$15.9M - $16.9M
|
8.58M
$482M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 14.34% |
$12.5M - $13.3M
|
1.91M
$108M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
237K+ 2.86% |
$12.3M - $13.1M
|
8.51M
$478M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
198KNew |
$10.3M - $10.9M
|
198K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197K+ 9.41% |
$10.3M - $10.9M
|
2.29M
$129M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
175K+ 35.81% |
$9.14M - $9.7M
|
665K
$37.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
162K+ 3.7% |
$8.46M - $8.98M
|
4.55M
$255M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159K+ 2.45% |
$8.29M - $8.8M
|
6.64M
$373M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
159K+ 717.12% |
$8.28M - $8.79M
|
181K
$10.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
134K+ 24.12% |
$6.97M - $7.4M
|
688K
$38.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
132K+ 145.38% |
$6.87M - $7.29M
|
223K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
128K+ 179.0% |
$6.69M - $7.11M
|
200K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 6.36% |
$6.01M - $6.38M
|
1.93M
$108M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
113K+ 12.39% |
$5.88M - $6.24M
|
1.02M
$57.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
110K+ 23.1% |
$5.72M - $6.07M
|
585K
$32.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
103K+ 1.77% |
$5.37M - $5.71M
|
5.92M
$333M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
103K+ 5.78% |
$5.37M - $5.7M
|
1.89M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
95.1K+ 28.61% |
$4.96M - $5.26M
|
428K
$24M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.8K+ 3.96% |
$4.94M - $5.25M
|
2.49M
$140M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.2K+ 6.08% |
$4.7M - $4.99M
|
1.58M
$88.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
86.1K+ 18.28% |
$4.49M - $4.76M
|
557K
$31.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.1K+ 4.45% |
$4.49M - $4.76M
|
2.02M
$113M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
80.7K+ 13.17% |
$4.21M - $4.47M
|
694K
$39M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 8.14% |
$3.86M - $4.1M
|
984K
$55.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65.3K+ 13.21% |
$3.4M - $3.61M
|
560K
$31.4M
|
|
|
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 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
57.5K+ 8.91% |
$3M - $3.18M
|
703K
$39.5M
|
|
|
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
|
|
|
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
|
|