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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.78K+ 4.42% |
$91.1K - $98.6K
|
42.2K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.78K+ 2.26% |
$91K - $98.4K
|
80.6K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.77K+ 0.05% |
$90.4K - $97.8K
|
3.44M
$181M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 43.62% |
$87.9K - $95.1K
|
5.66K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.72K+ 1.36% |
$87.7K - $94.8K
|
128K
$6.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.69K+ 4.23% |
$86.3K - $93.4K
|
41.6K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.68K+ 16.77% |
$86K - $93K
|
11.7K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.66K+ 2.24% |
$84.9K - $91.8K
|
75.9K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.64K+ 7.68% |
$83.8K - $90.6K
|
23K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.63KNew |
$83K - $89.8K
|
1.63K
$85.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.62K+ 1.64% |
$82.6K - $89.3K
|
100K
$5.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.59K+ 4.83% |
$81K - $87.6K
|
34.4K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.56K+ 2.72% |
$79.7K - $86.2K
|
58.9K
$3.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.51KNew |
$77.4K - $83.7K
|
1.51K
$79.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.51K+ 23.02% |
$76.9K - $83.2K
|
8.04K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.46K+ 32.24% |
$74.3K - $80.4K
|
5.97K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.33K+ 2.11% |
$68.1K - $73.7K
|
64.4K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 12.75% |
$67.8K - $73.3K
|
11.7K
$618K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.32KNew |
$67.5K - $73.1K
|
1.32K
$69.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.31K+ 13.34% |
$67.1K - $72.6K
|
11.2K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.3K+ 4.17% |
$66.3K - $71.7K
|
32.4K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 33.85% |
$65.7K - $71K
|
5.08K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.28KNew |
$65.5K - $70.9K
|
1.28K
$67.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.24K+ 28.0% |
$63.1K - $68.3K
|
5.65K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 1.32% |
$62.5K - $67.7K
|
93.9K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.21K+ 0.59% |
$62K - $67.1K
|
209K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.19K+ 4.27% |
$60.8K - $65.8K
|
29.1K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.19K+ 3.8% |
$60.5K - $65.5K
|
32.3K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.16K+ 0.25% |
$59.2K - $64K
|
459K
$24.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.16K+ 458.73% |
$59.1K - $63.9K
|
1.41K
$74.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.11K+ 2.36% |
$56.9K - $61.5K
|
48.3K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.1K+ 0.39% |
$56.1K - $60.7K
|
284K
$15M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 6.07% |
$55.8K - $60.4K
|
19.1K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.06K+ 41.9% |
$54.1K - $58.5K
|
3.58K
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.05K+ 0.75% |
$53.7K - $58.1K
|
142K
$7.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$52.2K - $56.4K
|
1.02K
$53.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.01KNew |
$51.8K - $56K
|
1.01K
$53.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 3.24% |
$51.8K - $56K
|
32.3K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
987+ 14.44% |
$50.4K - $54.6K
|
7.82K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
973+ 8.16% |
$49.7K - $53.8K
|
12.9K
$679K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
930+ 0.95% |
$47.5K - $51.4K
|
99K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
928+ 17.77% |
$47.4K - $51.3K
|
6.15K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
919+ 15.16% |
$47K - $50.8K
|
6.98K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
893+ 1.76% |
$45.6K - $49.4K
|
51.5K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
864New |
$44.1K - $47.8K
|
864
$45.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
812New |
$41.5K - $44.9K
|
812
$42.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
808+ 15.02% |
$41.3K - $44.7K
|
6.19K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
808+ 1.58% |
$41.3K - $44.7K
|
51.8K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
800New |
$40.9K - $44.2K
|
800
$42.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
759+ 1.48% |
$38.8K - $41.9K
|
52K
$2.74M
|