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 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2New |
$97 - $106
|
2
$107
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$48.5 - $52.9
|
1
$53.3
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.46% |
$48.5 - $52.9
|
220
$11.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
97.4KNew |
$4.61M - $4.88M
|
97.4K
$5.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.4K+ 4.56% |
$1.63M - $1.72M
|
788K
$42M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
15.8K+ 21.3% |
$750K - $793K
|
90.2K
$4.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
11.4KNew |
$538K - $569K
|
11.4K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.81KNew |
$417K - $441K
|
8.81K
$470K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.37KNew |
$397K - $419K
|
8.37K
$446K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.05KNew |
$382K - $403K
|
8.05K
$429K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
6.39KNew |
$303K - $320K
|
6.39K
$341K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14K+ 3.74% |
$291K - $307K
|
170K
$9.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.46KNew |
$258K - $273K
|
5.46K
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.9KNew |
$232K - $246K
|
4.9K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.12KNew |
$195K - $206K
|
4.12K
$219K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.95K+ 105.14% |
$92.1K - $97.4K
|
3.8K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.86K+ 543.27% |
$88K - $93.1K
|
2.2K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63K+ 407.27% |
$77K - $81.4K
|
2.02K
$108K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.11KNew |
$52.5K - $55.5K
|
1.11K
$59.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
625New |
$29.6K - $31.3K
|
625
$33.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
577+ 17.24% |
$27.3K - $28.9K
|
3.92K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
535New |
$25.3K - $26.8K
|
535
$28.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
320+ 0.12% |
$15.2K - $16K
|
259K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.8% |
$14.4K - $15.3K
|
38.3K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
302+ 592.16% |
$14.3K - $15.1K
|
353
$18.8K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
262New |
$12.4K - $13.1K
|
262
$14K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
220New |
$10.4K - $11K
|
220
$11.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
80New |
$3.79K - $4.01K
|
80
$4.26K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76New |
$3.6K - $3.81K
|
76
$4.05K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 0.19% |
$1.14K - $1.2K
|
12.9K
$686K
|
|
|
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
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 2.59% |
$426 - $451
|
357
$19K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.47% |
$379 - $401
|
1.69K
$90.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$53.3
|
|
|
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
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
93KNew |
$4.26M - $4.66M
|
93K
$4.96M
|
|
|
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
$2.93M
|
|
|
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
$817K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14.2KNew |
$652K - $712K
|
14.2K
$757K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.04K+ 32.65% |
$323K - $353K
|
28.6K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.95K+ 69.03% |
$273K - $298K
|
14.6K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.54KNew |
$254K - $277K
|
5.54K
$295K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5KNew |
$229K - $251K
|
5K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.96KNew |
$228K - $249K
|
4.96K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.52KNew |
$208K - $227K
|
4.52K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
4.27KNew |
$196K - $214K
|
4.27K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.17KNew |
$191K - $209K
|
4.17K
$222K
|
|