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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.35M+ 5.49% |
$106M - $123M
|
45.1M
$2.41B
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.28M+ 2.89% |
$103M - $119M
|
81.1M
$4.32B
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.77M+ 5144.51% |
$80M - $92.8M
|
1.81M
$96.3M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.42M+ 99.37% |
$63.8M - $74.1M
|
2.84M
$151M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
965K+ 3960.94% |
$43.5M - $50.5M
|
990K
$52.8M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
936K+ 103.59% |
$42.2M - $49M
|
1.84M
$98M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
922K+ 26.08% |
$41.6M - $48.3M
|
4.46M
$238M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
895K+ 30.57% |
$40.4M - $46.9M
|
3.82M
$204M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
695KNew |
$31.4M - $36.4M
|
695K
$37.1M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
481K+ 22.58% |
$21.7M - $25.2M
|
2.61M
$139M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465K+ 14.33% |
$21M - $24.3M
|
3.71M
$198M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
453K+ 10.75% |
$20.5M - $23.7M
|
4.67M
$249M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
442K+ 9.97% |
$20M - $23.2M
|
4.88M
$260M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
423K+ 2.61% |
$19.1M - $22.1M
|
16.6M
$887M
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
406KNew |
$18.3M - $21.2M
|
406K
$21.6M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
346K+ 22.55% |
$15.6M - $18.1M
|
1.88M
$100M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
338K+ 5.5% |
$15.2M - $17.7M
|
6.48M
$345M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
327K+ 4.11% |
$14.7M - $17.1M
|
8.27M
$441M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
314K+ 39.67% |
$14.2M - $16.5M
|
1.11M
$59M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
313K+ 104.49% |
$14.1M - $16.4M
|
613K
$32.7M
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
313K+ 11.44% |
$14.1M - $16.4M
|
3.05M
$163M
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
310K+ 24.12% |
$14M - $16.2M
|
1.6M
$85.1M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
283K+ 18.48% |
$12.8M - $14.8M
|
1.81M
$96.7M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
277K+ 15.12% |
$12.5M - $14.5M
|
2.11M
$113M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
273K+ 3593.45% |
$12.3M - $14.3M
|
280K
$14.9M
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
267KNew |
$12M - $14M
|
267K
$14.2M
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
260K+ 6.28% |
$11.7M - $13.6M
|
4.39M
$234M
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
250KNew |
$11.3M - $13.1M
|
250K
$13.3M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
247K+ 32.74% |
$11.1M - $12.9M
|
1M
$53.3M
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
237K+ 32.15% |
$10.7M - $12.4M
|
972K
$51.8M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
227K+ 764.59% |
$10.3M - $11.9M
|
257K
$13.7M
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
224KNew |
$10.1M - $11.7M
|
224K
$11.9M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
190K+ 3.78% |
$8.56M - $9.93M
|
5.21M
$278M
|
|
Aug 14, 2025
Q2 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
183KNew |
$8.27M - $9.6M
|
183K
$9.78M
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
181K+ 4.06% |
$8.14M - $9.45M
|
4.63M
$247M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
179K+ 39.13% |
$8.06M - $9.36M
|
636K
$33.9M
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
177K+ 60.16% |
$7.98M - $9.26M
|
471K
$25.1M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
177KNew |
$7.97M - $9.25M
|
177K
$9.42M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
168K+ 45.1% |
$7.58M - $8.79M
|
540K
$28.8M
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
165K+ 3.9% |
$7.43M - $8.62M
|
4.38M
$234M
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
163K+ 10064.32% |
$7.35M - $8.53M
|
165K
$8.78M
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
153K+ 5.14% |
$6.91M - $8.01M
|
3.13M
$167M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
152K+ 20.08% |
$6.86M - $7.96M
|
910K
$48.5M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
150K+ 46.17% |
$6.77M - $7.85M
|
475K
$25.3M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149K+ 12.56% |
$6.74M - $7.82M
|
1.34M
$71.4M
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
142K+ 7.22% |
$6.39M - $7.42M
|
2.1M
$112M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 398.3% |
$5.87M - $6.81M
|
163K
$8.68M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
124K+ 22.14% |
$5.61M - $6.51M
|
686K
$36.6M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
122K+ 56.54% |
$5.51M - $6.4M
|
338K
$18M
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
115K+ 26.17% |
$5.19M - $6.03M
|
555K
$29.6M
|