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 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
13+ 0.03% |
$522 - $563
|
37.6K
$2M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.51% |
$161 - $173
|
783
$41.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.53% |
$121 - $130
|
571
$30.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.38% |
$80.3 - $86.5
|
532
$28.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$80.3 - $86.5
|
2
$107
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.4KNew |
$788K - $872K
|
20.4K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$754K - $834K
|
19.5K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
18.1KNew |
$698K - $772K
|
18.1K
$963K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.68KNew |
$220K - $243K
|
5.68K
$303K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.02KNew |
$194K - $215K
|
5.02K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.95KNew |
$191K - $212K
|
4.95K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.14K+ 7809.43% |
$160K - $177K
|
4.19K
$223K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.68K+ 18.73% |
$142K - $157K
|
23.3K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 6.27% |
$122K - $135K
|
53.5K
$2.85M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.84K+ 6.68% |
$71.1K - $78.6K
|
29.4K
$1.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.82K+ 7.82% |
$70.4K - $77.8K
|
25.1K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
956+ 0.29% |
$37K - $40.9K
|
335K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
569New |
$22K - $24.3K
|
569
$30.3K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
556+ 1.13% |
$21.5K - $23.8K
|
49.6K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
545New |
$21.1K - $23.3K
|
545
$29.1K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
244New |
$9.44K - $10.4K
|
244
$13K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
200New |
$7.74K - $8.55K
|
200
$10.7K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
126+ 0.99% |
$4.87K - $5.39K
|
12.8K
$683K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
106New |
$4.1K - $4.53K
|
106
$5.65K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
21New |
$812 - $898
|
21
$1.12K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.36% |
$38.7 - $42.8
|
282
$15K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
101KNew |
$3.51M - $4.11M
|
101K
$5.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
73KNew |
$2.54M - $2.97M
|
73K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17K+ 14.32% |
$590K - $690K
|
135K
$7.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
16.7KNew |
$580K - $679K
|
16.7K
$889K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
16.5KNew |
$574K - $672K
|
16.5K
$880K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.2K+ 71.1% |
$495K - $579K
|
34.2K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.5KNew |
$436K - $510K
|
12.5K
$668K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
10.5KNew |
$366K - $428K
|
10.5K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.32KNew |
$324K - $379K
|
9.32K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
9K+ 29.03% |
$313K - $366K
|
40K
$2.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.51KNew |
$261K - $306K
|
7.51K
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.84KNew |
$203K - $238K
|
5.84K
$311K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.62KNew |
$196K - $229K
|
5.62K
$300K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$193K - $226K
|
5.56K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.42KNew |
$189K - $221K
|
5.42K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.36KNew |
$187K - $218K
|
5.36K
$286K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.38K+ 81.5% |
$118K - $138K
|
7.53K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.11K+ 56.4% |
$73.5K - $86.1K
|
5.86K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.68KNew |
$58.4K - $68.4K
|
1.68K
$89.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.47K+ 11.75% |
$51.2K - $59.9K
|
14K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$48.2K - $56.4K
|
1.39K
$73.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.35KNew |
$47.1K - $55.1K
|
1.35K
$72.2K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
962New |
$33.5K - $39.2K
|
962
$51.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
765+ 100.0% |
$26.6K - $31.1K
|
1.53K
$81.6K
|
|