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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.19M+ 187.13% |
$398M - $433M
|
12.6M
$675M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.21M+ 67543.5% |
$156M - $169M
|
3.21M
$172M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18M+ 8.83% |
$154M - $168M
|
39.2M
$2.1B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59M+ 26.29% |
$77.3M - $84.2M
|
7.66M
$411M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.46M+ 1.94% |
$70.9M - $77.3M
|
76.7M
$4.11B
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.36M+ 1525.13% |
$66M - $71.9M
|
1.45M
$77.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03M+ 34.98% |
$50.2M - $54.7M
|
3.99M
$214M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
991K+ 15.8% |
$48.1M - $52.4M
|
7.26M
$390M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
856K+ 10822.0% |
$41.5M - $45.2M
|
864K
$46.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
696K+ 7.83% |
$33.8M - $36.8M
|
9.59M
$514M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
646K+ 68.38% |
$31.3M - $34.1M
|
1.59M
$85.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
614K+ 113776.3% |
$29.8M - $32.5M
|
615K
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
582K+ 1371.78% |
$28.2M - $30.7M
|
624K
$33.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
576K+ 17.69% |
$27.9M - $30.4M
|
3.83M
$206M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
508K+ 3702.38% |
$24.6M - $26.8M
|
522K
$28M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
482K+ 847.02% |
$23.4M - $25.5M
|
539K
$28.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
478K+ 896.53% |
$23.2M - $25.3M
|
531K
$28.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
461K+ 2.32% |
$22.4M - $24.4M
|
20.3M
$1.09B
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
428K+ 132.48% |
$20.8M - $22.6M
|
751K
$40.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
415K+ 16.77% |
$20.2M - $22M
|
2.89M
$155M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
408K+ 734.96% |
$19.8M - $21.6M
|
464K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
396K+ 25.21% |
$19.2M - $20.9M
|
1.96M
$105M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
384KNew |
$18.6M - $20.3M
|
384K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
358K+ 40.38% |
$17.4M - $18.9M
|
1.24M
$66.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
332KNew |
$16.1M - $17.5M
|
332K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
322KNew |
$15.6M - $17M
|
322K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
305K+ 9.73% |
$14.8M - $16.1M
|
3.43M
$184M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
303K+ 5.03% |
$14.7M - $16M
|
6.33M
$340M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
299KNew |
$14.5M - $15.8M
|
299K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
293KNew |
$14.2M - $15.5M
|
293K
$15.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
287K+ 5.43% |
$13.9M - $15.2M
|
5.57M
$299M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
286K+ 6.52% |
$13.9M - $15.1M
|
4.67M
$251M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
256K+ 7.23% |
$12.4M - $13.5M
|
3.79M
$203M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
234K+ 22.13% |
$11.4M - $12.4M
|
1.29M
$69.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
212K+ 5.11% |
$10.3M - $11.2M
|
4.35M
$233M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
208K+ 274.77% |
$10.1M - $11M
|
283K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
179K+ 39.86% |
$8.69M - $9.47M
|
629K
$33.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
164KNew |
$7.96M - $8.67M
|
164K
$8.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
159K+ 10.09% |
$7.7M - $8.39M
|
1.73M
$92.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
143KNew |
$6.95M - $7.58M
|
143K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
141KNew |
$6.82M - $7.43M
|
141K
$7.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
140K+ 1.91% |
$6.82M - $7.43M
|
7.49M
$402M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
137K+ 359.77% |
$6.67M - $7.26M
|
176K
$9.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137KNew |
$6.66M - $7.26M
|
137K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
137K+ 7.53% |
$6.64M - $7.23M
|
1.95M
$105M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
135K+ 23.57% |
$6.57M - $7.16M
|
710K
$38.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
135K+ 77.42% |
$6.55M - $7.14M
|
309K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
135KNew |
$6.54M - $7.13M
|
135K
$7.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
131K+ 20.65% |
$6.37M - $6.94M
|
767K
$41.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
130K+ 127.15% |
$6.33M - $6.9M
|
233K
$12.5M
|