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 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.91KNew |
$284K - $336K
|
7.91K
$420K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
7.03KNew |
$252K - $299K
|
7.03K
$373K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.31KNew |
$227K - $268K
|
6.31K
$335K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.91K+ 57.58% |
$104K - $124K
|
7.96K
$423K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.61K+ 111.77% |
$57.7K - $68.2K
|
3.04K
$162K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
981New |
$35.2K - $41.7K
|
981
$52.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
617New |
$22.2K - $26.2K
|
617
$32.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
332New |
$11.9K - $14.1K
|
332
$17.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
281New |
$10.1K - $11.9K
|
281
$14.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
230+ 1.97% |
$8.26K - $9.78K
|
11.9K
$631K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
200New |
$7.19K - $8.5K
|
200
$10.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
186New |
$6.68K - $7.91K
|
186
$9.88K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
38New |
$1.37K - $1.62K
|
38
$2.02K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
33+ 4.21% |
$1.19K - $1.4K
|
817
$43.4K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
167KNew |
$6.61M - $7.13M
|
167K
$8.88M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.27KNew |
$89.8K - $96.8K
|
2.27K
$121K
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
250+ 25.0% |
$9.89K - $10.7K
|
1.25K
$66.4K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
105+ 1.22% |
$4.15K - $4.48K
|
8.73K
$464K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
450KNew |
$17.6M - $18.9M
|
450K
$23.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
91.7KNew |
$3.59M - $3.85M
|
91.7K
$4.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.44KNew |
$369K - $397K
|
9.44K
$501K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.95KNew |
$272K - $292K
|
6.95K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.9KNew |
$231K - $248K
|
5.9K
$313K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.1K - $42K
|
1K
$53.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
139New |
$5.44K - $5.84K
|
139
$7.38K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
92New |
$3.6K - $3.87K
|
92
$4.89K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
61New |
$2.39K - $2.56K
|
61
$3.24K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
80+ 0.51% |
$3.08K - $3.26K
|
15.6K
$830K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
115KNew |
$4.39M - $4.67M
|
115K
$6.11M
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
23.5KNew |
$898K - $956K
|
23.5K
$1.25M
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
20KNew |
$677K - $766K
|
20K
$1.06M
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
803+ 7.36% |
$27.2K - $30.7K
|
11.7K
$622K
|
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
437New |
$14.8K - $16.7K
|
437
$23.2K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
5.02KNew |
$148K - $173K
|
5.02K
$267K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
225+ 2.31% |
$5.56K - $7.23K
|
9.98K
$530K
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Annex Advisory Services, LLC
|
BUY
|
- |
70KNew |
$2.17M - $2.46M
|
70K
$3.72M
|
|
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
21.9KNew |
$677K - $767K
|
21.9K
$1.16M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$1.47M
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3+ 300.0% |
N/A
|
4
$212
|
|