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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$28.9K - $30.9K
|
580
$30.9K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
578+ 0.76% |
$28.8K - $30.7K
|
76.5K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
578New |
$28.8K - $30.7K
|
578
$30.8K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
578+ 5.82% |
$28.8K - $30.7K
|
10.5K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
562New |
$28K - $29.9K
|
562
$30K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
553+ 0.99% |
$27.5K - $29.4K
|
56.2K
$2.99M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
519+ 4.43% |
$25.8K - $27.6K
|
12.2K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
512+ 6.95% |
$25.5K - $27.2K
|
7.88K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
504+ 10.83% |
$25.1K - $26.8K
|
5.16K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
500+ 3.72% |
$24.9K - $26.6K
|
13.9K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
500New |
$24.9K - $26.6K
|
500
$26.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
468+ 166.55% |
$23.3K - $24.9K
|
749
$39.9K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
456+ 2.93% |
$22.7K - $24.3K
|
16K
$854K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
403+ 9.05% |
$20.1K - $21.4K
|
4.85K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
401+ 3.34% |
$20K - $21.3K
|
12.4K
$662K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
369+ 1.63% |
$18.4K - $19.6K
|
23K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
351+ 0.79% |
$17.5K - $18.7K
|
44.6K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
311+ 0.66% |
$15.5K - $16.5K
|
47.4K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
309+ 3.02% |
$15.4K - $16.4K
|
10.6K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
305+ 0.44% |
$15.2K - $16.2K
|
69.2K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
301+ 0.24% |
$15K - $16K
|
125K
$6.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
300+ 10.08% |
$14.9K - $16K
|
3.28K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
290+ 4.72% |
$14.4K - $15.4K
|
6.44K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
287+ 5.65% |
$14.3K - $15.3K
|
5.37K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
285+ 1.86% |
$14.2K - $15.2K
|
15.6K
$831K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
285+ 0.24% |
$14.2K - $15.2K
|
121K
$6.45M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
277+ 1.78% |
$13.8K - $14.7K
|
15.9K
$845K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
274+ 2.7% |
$13.6K - $14.6K
|
10.4K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
267+ 0.51% |
$13.3K - $14.2K
|
52.3K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
261+ 5.76% |
$13K - $13.9K
|
4.8K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
258+ 3.23% |
$12.8K - $13.7K
|
8.26K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
250+ 5.55% |
$12.4K - $13.3K
|
4.76K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
247New |
$12.3K - $13.1K
|
247
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
223+ 11.01% |
$11.1K - $11.9K
|
2.25K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
201+ 4.88% |
$10K - $10.7K
|
4.32K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
200+ 1.89% |
$9.96K - $10.6K
|
10.8K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
198New |
$9.86K - $10.5K
|
198
$10.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
185+ 4.47% |
$9.21K - $9.84K
|
4.33K
$231K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
183New |
$9.11K - $9.73K
|
183
$9.76K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
183+ 1.4% |
$9.11K - $9.73K
|
13.3K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
181New |
$9.01K - $9.63K
|
181
$9.65K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
179+ 3.73% |
$8.91K - $9.52K
|
4.98K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
176+ 1.07% |
$8.76K - $9.36K
|
16.6K
$886K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
175+ 3.51% |
$8.71K - $9.31K
|
5.16K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
172+ 0.67% |
$8.56K - $9.15K
|
26K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
151+ 0.83% |
$7.52K - $8.03K
|
18.3K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
146+ 0.44% |
$7.27K - $7.77K
|
33.4K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
145+ 0.35% |
$7.22K - $7.71K
|
41.8K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
136+ 2.66% |
$6.77K - $7.23K
|
5.26K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
135New |
$6.72K - $7.18K
|
135
$7.2K
|