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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
646K+ 68.38% |
$31.3M - $34.1M
|
1.59M
$84.7M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
508K+ 3702.38% |
$24.6M - $26.8M
|
522K
$27.8M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
234K+ 22.13% |
$11.4M - $12.4M
|
1.29M
$68.8M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
212K+ 5.11% |
$10.3M - $11.2M
|
4.35M
$232M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
135K+ 23.57% |
$6.57M - $7.16M
|
710K
$37.8M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 4.62% |
$5.92M - $6.45M
|
2.76M
$147M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
121K+ 50.05% |
$5.87M - $6.4M
|
363K
$19.3M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
100K+ 6.94% |
$4.85M - $5.29M
|
1.54M
$82.1M
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
92.1K+ 45.94% |
$4.47M - $4.87M
|
292K
$15.6M
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
86.1K+ 9.95% |
$4.18M - $4.55M
|
952K
$50.7M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
83.8K+ 5.52% |
$4.07M - $4.43M
|
1.6M
$85.3M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
81.9K+ 257.04% |
$3.97M - $4.33M
|
114K
$6.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.7K+ 11.51% |
$3.82M - $4.16M
|
763K
$40.6M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74.3K+ 98.63% |
$3.6M - $3.93M
|
150K
$7.97M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73.2K+ 15.76% |
$3.55M - $3.87M
|
538K
$28.6M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62.9K+ 2.0% |
$3.05M - $3.33M
|
3.21M
$171M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
45.2K+ 2.83% |
$2.19M - $2.39M
|
1.64M
$87.4M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
44.6K+ 2.69% |
$2.16M - $2.36M
|
1.7M
$90.7M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43.9K+ 40.14% |
$2.13M - $2.32M
|
153K
$8.15M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.8K+ 44.68% |
$1.98M - $2.16M
|
132K
$7.04M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.5K+ 117.93% |
$1.91M - $2.09M
|
72.9K
$3.88M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.9KNew |
$1.84M - $2M
|
37.9K
$2.02M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36.3K+ 7.46% |
$1.76M - $1.92M
|
522K
$27.8M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.5K+ 8.84% |
$1.72M - $1.88M
|
438K
$23.3M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.9KNew |
$1.45M - $1.58M
|
29.9K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28.3K+ 6.95% |
$1.37M - $1.5M
|
435K
$23.2M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.7KNew |
$1.34M - $1.46M
|
27.7K
$1.47M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.4K+ 0.65% |
$1.33M - $1.45M
|
4.23M
$225M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
24.1K+ 6.64% |
$1.17M - $1.27M
|
387K
$20.6M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
23.5K+ 10.03% |
$1.14M - $1.24M
|
258K
$13.7M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 17.08% |
$1.06M - $1.15M
|
150K
$7.97M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.4K+ 6.61% |
$988K - $1.08M
|
329K
$17.5M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
18.5K+ 28.0% |
$899K - $979K
|
84.7K
$4.51M
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$897K - $977K
|
18.5K
$985K
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17.8K+ 4.12% |
$863K - $940K
|
449K
$23.9M
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
16.6K+ 3.98% |
$805K - $878K
|
433K
$23.1M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.3K+ 8.01% |
$790K - $861K
|
220K
$11.7M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$755K - $823K
|
15.6K
$829K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
15.1K+ 3.6% |
$731K - $796K
|
434K
$23.1M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.7KNew |
$713K - $777K
|
14.7K
$783K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$708K - $772K
|
14.6K
$777K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
13.1K+ 3.01% |
$638K - $695K
|
449K
$23.9M
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12.9K+ 1.87% |
$626K - $682K
|
703K
$37.4M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
12.8K+ 8.34% |
$621K - $676K
|
166K
$8.85M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.6K+ 2.22% |
$611K - $666K
|
580K
$30.9M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
12K+ 8.86% |
$583K - $636K
|
148K
$7.87M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.1K+ 160.13% |
$538K - $586K
|
18K
$960K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.82% |
$527K - $575K
|
397K
$21.1M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 3.14% |
$519K - $565K
|
352K
$18.7M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.4K+ 4.4% |
$505K - $551K
|
247K
$13.2M
|