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 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
4.17KNew |
$217K - $230K
|
4.17K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.14KNew |
$216K - $229K
|
4.14K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12KNew |
$215K - $228K
|
4.12K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.08KNew |
$213K - $226K
|
4.08K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 1.2% |
$204K - $216K
|
329K
$18.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.81K+ 2.29% |
$199K - $211K
|
170K
$9.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.81KNew |
$199K - $211K
|
3.81K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.75K+ 8.44% |
$195K - $207K
|
48.2K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $207K
|
3.74K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.73K+ 0.85% |
$194K - $206K
|
443K
$24.9M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.72KNew |
$194K - $206K
|
3.72K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.72K+ 7.06% |
$194K - $206K
|
56.4K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.68KNew |
$192K - $204K
|
3.68K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.67KNew |
$191K - $203K
|
3.67K
$206K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.65KNew |
$190K - $202K
|
3.65K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.65KNew |
$190K - $202K
|
3.65K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.64K+ 3.66% |
$189K - $201K
|
103K
$5.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
3.62KNew |
$189K - $200K
|
3.62K
$203K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.53K+ 8.91% |
$184K - $195K
|
43.1K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.47K+ 18.25% |
$181K - $192K
|
22.5K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.46K+ 7.32% |
$180K - $191K
|
50.7K
$2.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.38K+ 2.83% |
$176K - $187K
|
123K
$6.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
3.37K+ 1.0% |
$176K - $187K
|
341K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.36K+ 1.51% |
$175K - $186K
|
226K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.35K+ 343.53% |
$174K - $185K
|
4.32K
$243K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
3.31K+ 6.06% |
$173K - $183K
|
58K
$3.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.31K+ 6.44% |
$172K - $183K
|
54.6K
$3.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.3K+ 15.52% |
$172K - $183K
|
24.6K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
3.15K+ 1.74% |
$164K - $174K
|
185K
$10.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.13K+ 1.25% |
$163K - $173K
|
254K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.1K+ 6.49% |
$162K - $172K
|
50.9K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.07K+ 4.86% |
$160K - $170K
|
66.3K
$3.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.03K+ 5.91% |
$158K - $168K
|
54.4K
$3.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.03K+ 36.85% |
$158K - $167K
|
11.2K
$631K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.01K+ 3.16% |
$157K - $167K
|
98.3K
$5.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.01K+ 3.16% |
$157K - $167K
|
98.3K
$5.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.91K+ 0.69% |
$152K - $161K
|
427K
$24M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.91K+ 64.64% |
$152K - $161K
|
7.42K
$417K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.85K+ 14.9% |
$149K - $158K
|
22K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.81K+ 1069.58% |
$147K - $156K
|
3.08K
$173K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.78K+ 2.67% |
$145K - $154K
|
107K
$6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.74K+ 3.29% |
$143K - $152K
|
86.3K
$4.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.67K+ 0.94% |
$139K - $148K
|
286K
$16.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.58K+ 2.04% |
$134K - $143K
|
129K
$7.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.55K+ 1.56% |
$133K - $141K
|
166K
$9.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.55K+ 12.0% |
$133K - $141K
|
23.8K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.53K+ 2.15% |
$132K - $140K
|
120K
$6.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.48K+ 3.59% |
$129K - $137K
|
71.5K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.46K+ 0.73% |
$128K - $136K
|
339K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.44K+ 6.45% |
$127K - $135K
|
40.2K
$2.26M
|
|