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 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
41.7K+ 11.09% |
$2.17M - $2.31M
|
418K
$23.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
40.4K+ 162.59% |
$2.11M - $2.23M
|
65.2K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
39.8K+ 43.42% |
$2.07M - $2.2M
|
131K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.2K+ 7.2% |
$1.99M - $2.11M
|
568K
$31.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
37.9K+ 16.88% |
$1.98M - $2.1M
|
263K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
37.9K+ 1.21% |
$1.97M - $2.1M
|
3.17M
$178M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
36.7K+ 4.65% |
$1.91M - $2.03M
|
826K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
36.2K+ 220.3% |
$1.89M - $2M
|
52.6K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.2K+ 11.08% |
$1.89M - $2M
|
363K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.1K+ 3.51% |
$1.83M - $1.94M
|
1.04M
$58.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
33.9K+ 6.78% |
$1.77M - $1.88M
|
534K
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
33.5K+ 20.32% |
$1.74M - $1.85M
|
198K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
30.4KNew |
$1.58M - $1.68M
|
30.4K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.9K+ 2.1% |
$1.5M - $1.6M
|
1.4M
$78.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
28.6K+ 8.1% |
$1.49M - $1.58M
|
382K
$21.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
28.6K+ 4.31% |
$1.49M - $1.58M
|
691K
$38.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
27.6K+ 2.84% |
$1.44M - $1.53M
|
1M
$56.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$1.43M - $1.51M
|
27.4K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.1KNew |
$1.41M - $1.5M
|
27.1K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26KNew |
$1.36M - $1.44M
|
26K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
25.2K+ 6.44% |
$1.31M - $1.39M
|
416K
$23.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.7K+ 5.41% |
$1.29M - $1.37M
|
481K
$27M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.2K+ 8.16% |
$1M - $1.06M
|
255K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.9K+ 115.13% |
$935K - $993K
|
33.5K
$1.88M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|