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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
720New |
$25K - $29.3K
|
720
$38.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
588New |
$20.5K - $23.9K
|
588
$31.3K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
519New |
$18.1K - $21.1K
|
519
$27.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
262+ 1.6% |
$9.11K - $10.7K
|
16.7K
$888K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
202New |
$7.03K - $8.22K
|
202
$10.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
153New |
$5.32K - $6.23K
|
153
$8.16K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
77New |
$2.68K - $3.13K
|
77
$4.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.62% |
$139 - $163
|
651
$34.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$34.8 - $40.7
|
1
$53.3
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
79.8KNew |
$2.75M - $3.23M
|
79.8K
$4.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
38KNew |
$1.31M - $1.54M
|
38K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.7K+ 2.64% |
$1.06M - $1.24M
|
1.2M
$63.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.5KNew |
$502K - $588K
|
14.5K
$775K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
13.3KNew |
$458K - $537K
|
13.3K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
9.09K+ 753.65% |
$313K - $367K
|
10.3K
$549K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
7.29KNew |
$252K - $295K
|
7.29K
$389K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.18K+ 1223.17% |
$248K - $290K
|
7.77K
$414K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.5K+ 7.13% |
$86.2K - $101K
|
37.5K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.67KNew |
$57.5K - $67.4K
|
1.67K
$88.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.64KNew |
$56.6K - $66.3K
|
1.64K
$87.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
853New |
$29.4K - $34.5K
|
853
$45.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
591New |
$20.4K - $23.9K
|
591
$31.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
464New |
$16K - $18.8K
|
464
$24.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
349New |
$12K - $14.1K
|
349
$18.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
52New |
$1.79K - $2.1K
|
52
$2.77K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
576KNew |
$20.7M - $24.5M
|
576K
$30.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
152KNew |
$5.46M - $6.46M
|
152K
$8.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58.3KNew |
$2.1M - $2.48M
|
58.3K
$3.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
BUY
|
- |
24K+ 92.61% |
$862K - $1.02M
|
49.9K
$2.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.91KNew |
$284K - $336K
|
7.91K
$422K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
7.03KNew |
$252K - $299K
|
7.03K
$375K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.91K+ 57.58% |
$104K - $124K
|
7.96K
$424K
|
|
|
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
$52.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
617New |
$22.2K - $26.2K
|
617
$32.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
332New |
$11.9K - $14.1K
|
332
$17.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
230+ 1.97% |
$8.26K - $9.78K
|
11.9K
$633K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
200New |
$7.19K - $8.5K
|
200
$10.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
186New |
$6.68K - $7.91K
|
186
$9.92K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
38New |
$1.37K - $1.62K
|
38
$2.03K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
33+ 4.21% |
$1.19K - $1.4K
|
817
$43.6K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
167KNew |
$6.61M - $7.13M
|
167K
$8.91M
|
|
|
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
$66.6K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
105+ 1.22% |
$4.15K - $4.48K
|
8.73K
$465K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
450KNew |
$17.6M - $18.9M
|
450K
$24M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.44KNew |
$369K - $397K
|
9.44K
$503K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.95KNew |
$272K - $292K
|
6.95K
$371K
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.9KNew |
$231K - $248K
|
5.9K
$315K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.1K - $42K
|
1K
$53.3K
|
|