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 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.13K+ 1.1% |
$58.8K - $62.5K
|
104K
$5.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.08K+ 2.07% |
$56.3K - $59.8K
|
53.2K
$2.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 7.7% |
$55.2K - $58.6K
|
14.8K
$833K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.04K+ 14.9% |
$54.4K - $57.8K
|
8.05K
$452K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.03KNew |
$53.7K - $57K
|
1.03K
$57.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.03K+ 13.43% |
$53.6K - $56.9K
|
8.68K
$488K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.03K+ 0.3% |
$53.5K - $56.8K
|
345K
$19.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.02K+ 24.71% |
$53.1K - $56.3K
|
5.14K
$289K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.01K+ 7730.77% |
$52.4K - $55.6K
|
1.02K
$57.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$52.1K - $55.3K
|
1K
$56.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
974+ 1948.0% |
$50.8K - $53.9K
|
1.02K
$57.5K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
965+ 6.08% |
$50.3K - $53.4K
|
16.8K
$946K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
964New |
$50.2K - $53.3K
|
964
$54.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
950+ 2.64% |
$49.5K - $52.6K
|
37K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
949+ 10.23% |
$49.5K - $52.5K
|
10.2K
$574K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
944+ 17.27% |
$49.2K - $52.2K
|
6.41K
$360K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
898New |
$46.8K - $49.7K
|
898
$50.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
885+ 1.23% |
$46.1K - $49K
|
72.8K
$4.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
876+ 0.59% |
$45.7K - $48.5K
|
149K
$8.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
874+ 8.7% |
$45.6K - $48.4K
|
10.9K
$614K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
849+ 1.47% |
$44.2K - $47K
|
58.4K
$3.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
841New |
$43.8K - $46.5K
|
841
$47.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
831+ 7.16% |
$43.3K - $46K
|
12.4K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
828+ 12.73% |
$43.2K - $45.8K
|
7.33K
$412K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
821+ 1.58% |
$42.8K - $45.4K
|
52.7K
$2.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
816New |
$42.5K - $45.1K
|
816
$45.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
814+ 3.76% |
$42.4K - $45K
|
22.5K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
799New |
$41.6K - $44.2K
|
799
$44.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
796New |
$41.5K - $44K
|
796
$44.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
787+ 7.56% |
$41K - $43.5K
|
11.2K
$629K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
787+ 3.56% |
$41K - $43.5K
|
22.9K
$1.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
775+ 9.49% |
$40.4K - $42.9K
|
8.94K
$502K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
768+ 4.9% |
$40K - $42.5K
|
16.4K
$924K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
707+ 6.3% |
$36.8K - $39.1K
|
11.9K
$670K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
678+ 6.14% |
$35.3K - $37.5K
|
11.7K
$659K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
642+ 1.18% |
$33.5K - $35.5K
|
54.9K
$3.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
635+ 0.46% |
$33.1K - $35.1K
|
140K
$7.84M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
616+ 4.26% |
$32.1K - $34.1K
|
15.1K
$847K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
588+ 6.4% |
$30.6K - $32.5K
|
9.78K
$549K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
558+ 0.41% |
$29.1K - $30.9K
|
136K
$7.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
548New |
$28.6K - $30.3K
|
548
$30.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
533+ 9.8% |
$27.8K - $29.5K
|
5.97K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
515+ 51.5% |
$26.8K - $28.5K
|
1.52K
$85.1K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
506+ 1.06% |
$26.4K - $28K
|
48.1K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
502+ 7.54% |
$26.2K - $27.8K
|
7.16K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
435+ 5.71% |
$22.7K - $24.1K
|
8.05K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
426+ 1.24% |
$22.2K - $23.6K
|
34.9K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
420+ 1.69% |
$21.9K - $23.2K
|
25.2K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
402New |
$21K - $22.2K
|
402
$22.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
400+ 2.84% |
$20.8K - $22.1K
|
14.5K
$813K
|
|