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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.13K+ 25.87% |
$412K - $478K
|
44.4K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.58KNew |
$387K - $449K
|
8.58K
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.92K+ 3.55% |
$357K - $414K
|
231K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.77K+ 5.03% |
$351K - $407K
|
162K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.52K+ 7.61% |
$339K - $393K
|
106K
$5.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.39K+ 1.93% |
$333K - $387K
|
391K
$20.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 9.08% |
$318K - $369K
|
84.7K
$4.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7KNew |
$316K - $366K
|
7K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85K+ 13.24% |
$309K - $359K
|
58.6K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.82KNew |
$308K - $357K
|
6.82K
$364K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.51K+ 4.3% |
$294K - $341K
|
158K
$8.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.33KNew |
$286K - $332K
|
6.33K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.78K+ 30.36% |
$261K - $302K
|
24.8K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 86.33% |
$257K - $298K
|
12.3K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.61K+ 4.31% |
$253K - $294K
|
136K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.44K+ 2.87% |
$245K - $285K
|
195K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.26K+ 2.42% |
$237K - $275K
|
223K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.13K+ 72.19% |
$231K - $268K
|
12.2K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.89K+ 2.84% |
$220K - $256K
|
177K
$9.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.68K+ 3.44% |
$211K - $245K
|
141K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.61KNew |
$208K - $241K
|
4.61K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.39KNew |
$198K - $230K
|
4.39K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.08K+ 1.99% |
$184K - $213K
|
209K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.08KNew |
$184K - $213K
|
4.08K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.02K+ 86.22% |
$181K - $210K
|
8.67K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.9KNew |
$176K - $204K
|
3.9K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.44K+ 1.01% |
$155K - $180K
|
344K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.38K+ 7.05% |
$152K - $177K
|
51.3K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.2K+ 0.6% |
$145K - $168K
|
539K
$28.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.17K+ 13.15% |
$143K - $166K
|
27.2K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2.86K+ 1.94% |
$129K - $150K
|
151K
$8.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.84K+ 2.74% |
$128K - $149K
|
107K
$5.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.62K+ 84.2% |
$118K - $137K
|
5.73K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.6KNew |
$117K - $136K
|
2.6K
$139K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.48K+ 0.92% |
$112K - $130K
|
272K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.19K+ 5.85% |
$98.7K - $115K
|
39.6K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.04K+ 2.03% |
$92.1K - $107K
|
103K
$5.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.74K+ 2.01% |
$78.6K - $91.2K
|
88.3K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61K+ 29.3% |
$72.6K - $84.2K
|
7.1K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.51K+ 3.25% |
$68.3K - $79.2K
|
48.1K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.26K+ 138.66% |
$56.8K - $65.9K
|
2.17K
$116K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.22K+ 0.89% |
$55.2K - $64K
|
139K
$7.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.09K+ 14.05% |
$49.1K - $57K
|
8.84K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
998+ 7.31% |
$45K - $52.2K
|
14.7K
$781K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
853+ 1.57% |
$38.5K - $44.6K
|
55.2K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
644+ 4.14% |
$29.1K - $33.7K
|
16.2K
$864K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
639+ 63900.0% |
$28.8K - $33.4K
|
640
$34.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
515+ 4681.82% |
$23.2K - $27K
|
526
$28K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
502New |
$22.6K - $26.3K
|
502
$26.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
437+ 0.15% |
$19.7K - $22.9K
|
286K
$15.3M
|