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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
751+ 4.07% |
$38.4K - $41.5K
|
19.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
736+ 13.63% |
$37.6K - $40.7K
|
6.14K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
722New |
$36.9K - $39.9K
|
722
$38K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
695New |
$35.5K - $38.4K
|
695
$36.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
679+ 3.45% |
$34.7K - $37.5K
|
20.4K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
662+ 14.85% |
$33.8K - $36.6K
|
5.12K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
655+ 1.22% |
$33.5K - $36.2K
|
54.2K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
644+ 5.66% |
$32.9K - $35.6K
|
12K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
637+ 6.85% |
$32.5K - $35.2K
|
9.93K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
637+ 13.73% |
$32.5K - $35.2K
|
5.28K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
628+ 10.58% |
$32.1K - $34.7K
|
6.57K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
627+ 2.29% |
$32K - $34.7K
|
28K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
616+ 1.77% |
$31.5K - $34K
|
35.4K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
597New |
$30.5K - $33K
|
597
$31.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
564+ 4.0% |
$28.8K - $31.2K
|
14.7K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
560+ 136.92% |
$28.6K - $31K
|
969
$51K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
552+ 5.49% |
$28.2K - $30.5K
|
10.6K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
528+ 7.64% |
$27K - $29.2K
|
7.44K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
511+ 2.83% |
$26.1K - $28.2K
|
18.6K
$977K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
481+ 224.77% |
$24.6K - $26.6K
|
695
$36.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
477+ 3.84% |
$24.4K - $26.4K
|
12.9K
$679K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
475+ 1.88% |
$24.3K - $26.3K
|
25.8K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
460+ 0.21% |
$23.5K - $25.4K
|
218K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
450New |
$23K - $24.9K
|
450
$23.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
440+ 1.49% |
$22.5K - $24.3K
|
30K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
435+ 3.56% |
$22.2K - $24K
|
12.7K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
429+ 6.54% |
$21.9K - $23.7K
|
6.99K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
411+ 12.88% |
$21K - $22.7K
|
3.6K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
407+ 0.52% |
$20.8K - $22.5K
|
78.8K
$4.15M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$21.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$21.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
397+ 0.02% |
$20.3K - $21.9K
|
2.21M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
395+ 2.78% |
$20.2K - $21.8K
|
14.6K
$768K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
379New |
$19.4K - $20.9K
|
379
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
374+ 5.33% |
$19.1K - $20.7K
|
7.39K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
367+ 9.63% |
$18.8K - $20.3K
|
4.18K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
357+ 1.48% |
$18.2K - $19.7K
|
24.4K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
350+ 3.22% |
$17.9K - $19.3K
|
11.2K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
342+ 0.64% |
$17.5K - $18.9K
|
53.9K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
328+ 2.45% |
$16.8K - $18.1K
|
13.7K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325+ 81.25% |
$16.6K - $18K
|
725
$38.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
314+ 3.66% |
$16K - $17.4K
|
8.89K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
303+ 5.64% |
$15.5K - $16.7K
|
5.68K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
284+ 6.28% |
$14.5K - $15.7K
|
4.8K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271+ 0.47% |
$13.8K - $15K
|
57.8K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
264+ 2.39% |
$13.5K - $14.6K
|
11.3K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
261New |
$13.3K - $14.4K
|
261
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
258New |
$13.2K - $14.3K
|
258
$13.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
252New |
$12.9K - $13.9K
|
252
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
234+ 0.09% |
$12K - $12.9K
|
252K
$13.3M
|