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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
544New |
$21.6K - $25.4K
|
544
$29K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
480New |
$19K - $22.4K
|
480
$25.6K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
329New |
$13K - $15.4K
|
329
$17.5K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
328New |
$13K - $15.3K
|
328
$17.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
143+ 78.57% |
$5.67K - $6.68K
|
325
$17.3K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
71New |
$2.81K - $3.32K
|
71
$3.78K
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
64+ 0.5% |
$2.54K - $2.99K
|
12.8K
$681K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
43New |
$1.7K - $2.01K
|
43
$2.29K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
35New |
$1.39K - $1.64K
|
35
$1.86K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
31+ 0.61% |
$1.23K - $1.45K
|
5.09K
$271K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
290KNew |
$11.9M - $13M
|
290K
$15.5M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
99.3KNew |
$4.09M - $4.44M
|
99.3K
$5.29M
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
57.5KNew |
$2.36M - $2.57M
|
57.5K
$3.06M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14.5KNew |
$598K - $649K
|
14.5K
$773K
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2KNew |
$421K - $457K
|
10.2K
$545K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$417K - $453K
|
10.1K
$540K
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
9.22KNew |
$379K - $412K
|
9.22K
$491K
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.42KNew |
$347K - $376K
|
8.42K
$448K
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.02KNew |
$248K - $269K
|
6.02K
$321K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
5.89K+ 77.5% |
$242K - $263K
|
13.5K
$718K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.2KNew |
$214K - $232K
|
5.2K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.8K+ 43.6% |
$156K - $170K
|
12.5K
$666K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.71K+ 15.7% |
$70.4K - $76.5K
|
12.6K
$671K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$41.2K - $44.7K
|
1K
$53.3K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
913New |
$37.6K - $40.8K
|
913
$48.6K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
317New |
$13K - $14.2K
|
317
$16.9K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 24.27% |
$8.23K - $8.94K
|
1.02K
$54.5K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
200+ 909.09% |
$8.23K - $8.94K
|
222
$11.8K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
154New |
$6.34K - $6.88K
|
154
$8.2K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
78New |
$3.21K - $3.49K
|
78
$4.15K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
25+ 0.47% |
$1.03K - $1.12K
|
5.38K
$287K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 10.39% |
$329 - $358
|
85
$4.53K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.16% |
$329 - $358
|
5.02K
$267K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.51% |
$206 - $223
|
992
$52.8K
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3+ 0.17% |
$123 - $134
|
1.77K
$94.3K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$123 - $134
|
3
$160
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
657K+ 32.71% |
$26.4M - $28.4M
|
2.67M
$142M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
95.7KNew |
$3.85M - $4.14M
|
95.7K
$5.1M
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
28KNew |
$1.12M - $1.21M
|
28K
$1.49M
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
18.3KNew |
$735K - $792K
|
18.3K
$974K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
17.4KNew |
$698K - $752K
|
17.4K
$925K
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
12.9KNew |
$520K - $560K
|
12.9K
$689K
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.1K+ 57.66% |
$485K - $522K
|
33K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
9.75KNew |
$392K - $422K
|
9.75K
$519K
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
7.53KNew |
$303K - $326K
|
7.53K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6KNew |
$241K - $260K
|
6K
$320K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
5.9KNew |
$237K - $255K
|
5.9K
$314K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.03KNew |
$202K - $218K
|
5.03K
$268K
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
4.79KNew |
$192K - $207K
|
4.79K
$255K
|