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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.6KNew |
$949K - $1.03M
|
18.6K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
18KNew |
$918K - $994K
|
18K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
17.4K+ 9.28% |
$886K - $959K
|
204K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.2K+ 3.47% |
$878K - $950K
|
513K
$27M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
16.9K+ 32.0% |
$864K - $935K
|
69.7K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16.9K+ 3.87% |
$861K - $932K
|
452K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16.8K+ 4.49% |
$859K - $929K
|
391K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.8K+ 2.89% |
$856K - $926K
|
597K
$31.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
16.6K+ 0.97% |
$848K - $917K
|
1.72M
$90.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.4K+ 1.03% |
$838K - $907K
|
1.61M
$84.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$827K - $895K
|
16.2K
$853K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
16K+ 3.57% |
$820K - $887K
|
465K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
15.9KNew |
$813K - $880K
|
15.9K
$838K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.9KNew |
$811K - $878K
|
15.9K
$836K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15.5K+ 12.67% |
$792K - $857K
|
138K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3K+ 62.62% |
$783K - $847K
|
39.8K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15.3K+ 2.99% |
$782K - $846K
|
526K
$27.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.3K+ 16.01% |
$780K - $844K
|
111K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15.2KNew |
$775K - $839K
|
15.2K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15.2K+ 136.67% |
$775K - $838K
|
26.3K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
15KNew |
$767K - $829K
|
15K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$765K - $828K
|
15K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14.7K+ 2.2% |
$749K - $811K
|
682K
$35.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
14.6K+ 8.54% |
$748K - $809K
|
186K
$9.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
14.2K+ 1.81% |
$727K - $787K
|
803K
$42.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
13.8K+ 10.4% |
$705K - $763K
|
147K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
13.7KNew |
$700K - $757K
|
13.7K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13.6KNew |
$696K - $753K
|
13.6K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
13.6K+ 4.29% |
$694K - $751K
|
330K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
13.5KNew |
$692K - $748K
|
13.5K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 13.34% |
$680K - $736K
|
113K
$5.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
13.3K+ 5.15% |
$678K - $734K
|
271K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
12.9KNew |
$660K - $714K
|
12.9K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 3.83% |
$660K - $713K
|
350K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 15.9% |
$647K - $700K
|
92.3K
$4.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.6K+ 5.38% |
$642K - $695K
|
246K
$13M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12.3K+ 8.88% |
$630K - $681K
|
151K
$7.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
12.2K+ 7.68% |
$624K - $675K
|
171K
$9.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12.1K+ 4.9% |
$619K - $670K
|
260K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12K+ 14.32% |
$611K - $661K
|
95.5K
$5.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.4K+ 86.87% |
$582K - $629K
|
24.5K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11.1K+ 9.31% |
$567K - $613K
|
130K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11K+ 1100000.0% |
$562K - $608K
|
11K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.9KNew |
$559K - $604K
|
10.9K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
10.9KNew |
$555K - $600K
|
10.9K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10.7K+ 5.62% |
$549K - $594K
|
202K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.3K+ 65.34% |
$529K - $572K
|
26.2K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.3K+ 28.44% |
$525K - $568K
|
46.4K
$2.44M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
10K+ 2.62% |
$513K - $555K
|
394K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
9.98K+ 2.3% |
$510K - $552K
|
444K
$23.4M
|