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 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
193New |
$9.14K - $9.67K
|
193
$10.3K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
146+ 0.2% |
$6.92K - $7.31K
|
72.3K
$3.85M
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
135New |
$6.39K - $6.76K
|
135
$7.19K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
129New |
$6.11K - $6.46K
|
129
$6.87K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 1.93% |
$5.83K - $6.16K
|
6.5K
$346K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
122+ 2.29% |
$5.78K - $6.11K
|
5.45K
$290K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
107+ 0.09% |
$5.07K - $5.36K
|
120K
$6.36M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
104+ 0.4% |
$4.93K - $5.21K
|
26K
$1.39M
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
96+ 0.29% |
$4.55K - $4.81K
|
33.6K
$1.79M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 20.27% |
$4.31K - $4.56K
|
540
$28.8K
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
82+ 0.57% |
$3.88K - $4.11K
|
14.4K
$768K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
80New |
$3.79K - $4.01K
|
80
$4.26K
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
76+ 0.51% |
$3.6K - $3.81K
|
15.1K
$802K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76New |
$3.6K - $3.81K
|
76
$4.05K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.59% |
$3.36K - $3.56K
|
12.2K
$649K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
54+ 0.43% |
$2.56K - $2.7K
|
12.7K
$678K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 0.23% |
$2.37K - $2.5K
|
22.2K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
47+ 0.59% |
$2.23K - $2.35K
|
7.98K
$425K
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
46+ 0.58% |
$2.18K - $2.3K
|
7.94K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
42+ 0.58% |
$1.99K - $2.1K
|
7.27K
$387K
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
40+ 0.37% |
$1.89K - $2K
|
10.8K
$576K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
35+ 0.32% |
$1.66K - $1.75K
|
11.1K
$588K
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
31+ 0.19% |
$1.47K - $1.55K
|
16.5K
$876K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 0.19% |
$1.14K - $1.2K
|
12.9K
$685K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
22New |
$1.04K - $1.1K
|
22
$1.17K
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
20+ 0.03% |
$947 - $1K
|
75K
$4M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 92.86% |
$616 - $651
|
27
$1.44K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10+ 0.2% |
$474 - $501
|
4.94K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 2.59% |
$426 - $451
|
357
$19K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.1% |
$379 - $401
|
8.39K
$447K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.47% |
$379 - $401
|
1.69K
$90.2K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.29% |
$379 - $401
|
2.79K
$149K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.07% |
$237 - $250
|
7.07K
$376K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.51% |
$237 - $250
|
979
$52.1K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4+ 0.04% |
$189 - $200
|
10K
$534K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.65% |
$189 - $200
|
617
$32.9K
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.27% |
$94.7 - $100
|
749
$39.9K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$53.3
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.01% |
$47.4 - $50.1
|
13.4K
$714K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$53.3
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254KNew |
$11.7M - $12.7M
|
254K
$13.5M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161K+ 22.18% |
$7.39M - $8.07M
|
887K
$47.3M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
110K+ 42.46% |
$5.04M - $5.51M
|
369K
$19.6M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
93KNew |
$4.26M - $4.66M
|
93K
$4.95M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.5K+ 39.32% |
$3.28M - $3.58M
|
253K
$13.5M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
54.9KNew |
$2.52M - $2.75M
|
54.9K
$2.92M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.2KNew |
$1.66M - $1.81M
|
36.2K
$1.93M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.3KNew |
$703K - $768K
|
15.3K
$816K
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
15KNew |
$688K - $752K
|
15K
$799K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14.2KNew |
$652K - $712K
|
14.2K
$757K
|