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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
922K+ 26.08% |
$41.6M - $48.3M
|
4.46M
$238M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
695KNew |
$31.4M - $36.4M
|
695K
$37.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
406KNew |
$18.3M - $21.2M
|
406K
$21.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
327K+ 4.11% |
$14.7M - $17.1M
|
8.27M
$441M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
179K+ 39.13% |
$8.06M - $9.36M
|
636K
$33.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
168K+ 45.1% |
$7.58M - $8.79M
|
540K
$28.8M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
74.2K+ 5.15% |
$3.35M - $3.88M
|
1.52M
$80.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 3.51% |
$3.15M - $3.66M
|
2.06M
$110M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
62.7K+ 8.16% |
$2.83M - $3.28M
|
831K
$44.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
62K+ 23.07% |
$2.8M - $3.25M
|
331K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
61.1K+ 22.17% |
$2.76M - $3.2M
|
337K
$18M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
60.8K+ 12.08% |
$2.74M - $3.18M
|
564K
$30.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
60.1K+ 10.26% |
$2.71M - $3.14M
|
645K
$34.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46.3K+ 2.69% |
$2.09M - $2.42M
|
1.77M
$94.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.1K+ 17.81% |
$2.08M - $2.41M
|
305K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40.2K+ 72.99% |
$1.81M - $2.11M
|
95.3K
$5.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
37K+ 264.52% |
$1.67M - $1.94M
|
51K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
36K+ 153.03% |
$1.62M - $1.88M
|
59.5K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
35.6KNew |
$1.61M - $1.86M
|
35.6K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
35.1K+ 16.8% |
$1.58M - $1.84M
|
244K
$13M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
33.3K+ 24.98% |
$1.5M - $1.74M
|
166K
$8.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
31K+ 7.17% |
$1.4M - $1.62M
|
464K
$24.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 22.9% |
$1.3M - $1.51M
|
155K
$8.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
28.8K+ 26.27% |
$1.3M - $1.51M
|
139K
$7.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.8K+ 12.55% |
$1.3M - $1.5M
|
258K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
26.5K+ 5.67% |
$1.2M - $1.39M
|
494K
$26.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
23.7KNew |
$1.07M - $1.24M
|
23.7K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.3K+ 209.15% |
$1.05M - $1.22M
|
34.4K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 174.43% |
$1.03M - $1.2M
|
36.1K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
22.5K+ 4.04% |
$1.01M - $1.18M
|
580K
$30.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19.6K+ 9.07% |
$883K - $1.02M
|
235K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.2K+ 17.28% |
$867K - $1.01M
|
130K
$6.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
18.2K+ 4.52% |
$819K - $950K
|
420K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15.8K+ 11.09% |
$713K - $827K
|
158K
$8.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$707K - $820K
|
15.7K
$836K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 9.6% |
$704K - $817K
|
178K
$9.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
14.9K+ 3.26% |
$674K - $782K
|
473K
$25.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
13.4K+ 1.54% |
$606K - $703K
|
886K
$47.2M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13.3K+ 16.52% |
$601K - $698K
|
94K
$5.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13K+ 15.92% |
$586K - $680K
|
94.6K
$5.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12.7K+ 9.8% |
$572K - $664K
|
142K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 3.02% |
$560K - $649K
|
424K
$22.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 2.01% |
$550K - $638K
|
619K
$33M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11K+ 9.03% |
$497K - $577K
|
133K
$7.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.4KNew |
$468K - $543K
|
10.4K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 21.9% |
$466K - $540K
|
57.5K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$464K - $539K
|
10.3K
$549K
|