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
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
133+ 1.04% |
$6.62K - $7.07K
|
13K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
108+ 1.29% |
$5.38K - $5.74K
|
8.46K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
97New |
$4.83K - $5.16K
|
97
$5.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
97+ 0.28% |
$4.83K - $5.16K
|
34.5K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
92+ 0.42% |
$4.58K - $4.89K
|
22.1K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
89+ 1.04% |
$4.43K - $4.73K
|
8.64K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86New |
$4.28K - $4.57K
|
86
$4.58K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
83+ 138.33% |
$4.13K - $4.41K
|
143
$7.62K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
81+ 0.25% |
$4.03K - $4.31K
|
32.4K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 1.23% |
$3.88K - $4.15K
|
6.44K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
62+ 1.45% |
$3.09K - $3.3K
|
4.33K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
60New |
$2.99K - $3.19K
|
60
$3.2K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 0.87% |
$2.79K - $2.98K
|
6.47K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
55+ 43.65% |
$2.74K - $2.93K
|
181
$9.65K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
44+ 0.12% |
$2.19K - $2.34K
|
38.1K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
41+ 0.37% |
$2.04K - $2.18K
|
11K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
40New |
$1.99K - $2.13K
|
40
$2.13K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
40+ 0.92% |
$1.99K - $2.13K
|
4.38K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
39New |
$1.94K - $2.07K
|
39
$2.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 0.8% |
$1.89K - $2.02K
|
4.81K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
33+ 0.11% |
$1.64K - $1.76K
|
28.7K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.24K - $1.33K
|
14.9K
$796K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
24+ 0.22% |
$1.19K - $1.28K
|
10.9K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.14K - $1.22K
|
9.44K
$503K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
19+ 0.12% |
$946 - $1.01K
|
16.5K
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17+ 0.25% |
$846 - $904
|
6.79K
$362K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.05% |
$846 - $904
|
31.2K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 39.47% |
$747 - $798
|
53
$2.83K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
15+ 0.12% |
$747 - $798
|
12.9K
$690K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
12+ 0.18% |
$597 - $638
|
6.53K
$348K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
9+ 0.08% |
$448 - $479
|
10.9K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 0.34% |
$398 - $426
|
2.36K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$348 - $372
|
39.2K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.02% |
$249 - $266
|
27.4K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.06% |
$149 - $160
|
5.28K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.29% |
$99.6 - $106
|
681
$36.3K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.04% |
$99.6 - $106
|
4.51K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$99.6 - $106
|
13K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.49% |
$49.8 - $53.2
|
206
$11K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1+ 0.38% |
$49.8 - $53.2
|
262
$14K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$49.8 - $53.2
|
8.9K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.18% |
$49.8 - $53.2
|
553
$29.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$49.8 - $53.2
|
24.7K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.16% |
$49.8 - $53.2
|
628
$33.5K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
276K+ 1269.31% |
$14.1M - $15.2M
|
298K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
145KNew |
$7.41M - $8.02M
|
145K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
96.3KNew |
$4.92M - $5.32M
|
96.3K
$5.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37K+ 10.52% |
$1.89M - $2.05M
|
389K
$20.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.7K+ 8.99% |
$1.88M - $2.03M
|
445K
$23.7M
|
|