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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
6.13K+ 55.55% |
$319K - $339K
|
17.2K
$964K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.11K+ 17.21% |
$318K - $338K
|
41.6K
$2.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.81K+ 19.49% |
$303K - $322K
|
35.6K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
5.81K+ 4.37% |
$303K - $321K
|
139K
$7.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.74K+ 100.14% |
$299K - $318K
|
11.5K
$644K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
5.68K+ 62.68% |
$296K - $314K
|
14.8K
$829K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.67K+ 116.16% |
$296K - $314K
|
10.6K
$593K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.52K+ 1.23% |
$288K - $305K
|
454K
$25.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.47KNew |
$285K - $303K
|
5.47K
$307K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.45K+ 16.48% |
$284K - $302K
|
38.5K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.31K+ 14.79% |
$277K - $294K
|
41.2K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.3K+ 2.72% |
$276K - $293K
|
200K
$11.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.3K+ 1.09% |
$276K - $293K
|
493K
$27.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.28KNew |
$275K - $292K
|
5.28K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.27K+ 0.94% |
$275K - $292K
|
568K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.19KNew |
$271K - $287K
|
5.19K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.19KNew |
$271K - $287K
|
5.19K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.18K+ 3.97% |
$270K - $287K
|
136K
$7.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.16K+ 3.85% |
$269K - $286K
|
139K
$7.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.13K+ 0.71% |
$267K - $284K
|
730K
$41M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.08KNew |
$265K - $281K
|
5.08K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.03K+ 1.36% |
$262K - $278K
|
375K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
5.02KNew |
$262K - $278K
|
5.02K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.01K+ 903.06% |
$261K - $277K
|
5.57K
$313K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
4.91KNew |
$256K - $272K
|
4.91K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.9KNew |
$255K - $271K
|
4.9K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.88K+ 9.71% |
$254K - $270K
|
55.1K
$3.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.76K+ 6.52% |
$248K - $263K
|
77.8K
$4.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.75K+ 7.59% |
$248K - $263K
|
67.3K
$3.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.73KNew |
$246K - $262K
|
4.73K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.7KNew |
$245K - $260K
|
4.7K
$264K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
4.67KNew |
$244K - $259K
|
4.67K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.67KNew |
$244K - $259K
|
4.67K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.67K+ 90.44% |
$243K - $258K
|
9.84K
$552K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 2.42% |
$242K - $257K
|
196K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.59K+ 4.63% |
$239K - $254K
|
104K
$5.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.59KNew |
$239K - $254K
|
4.59K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4.51K+ 0.95% |
$235K - $249K
|
477K
$26.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.49K+ 4.21% |
$234K - $248K
|
111K
$6.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.47KNew |
$233K - $247K
|
4.47K
$251K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.43KNew |
$231K - $245K
|
4.43K
$249K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
4.41K+ 2.93% |
$230K - $244K
|
155K
$8.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.4K+ 4.08% |
$230K - $244K
|
112K
$6.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
4.39KNew |
$229K - $243K
|
4.39K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.39KNew |
$229K - $243K
|
4.39K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.31K+ 3.03% |
$225K - $239K
|
146K
$8.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.27KNew |
$222K - $236K
|
4.27K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.25K+ 3.35% |
$221K - $235K
|
131K
$7.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.21K+ 9.05% |
$220K - $233K
|
50.8K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.17KNew |
$217K - $230K
|
4.17K
$234K
|
|