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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39.2K+ 104.72% |
$1.9M - $2.07M
|
76.6K
$4.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38.3K+ 5.27% |
$1.86M - $2.02M
|
765K
$41M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
38.1K+ 259.43% |
$1.85M - $2.02M
|
52.8K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.9KNew |
$1.84M - $2M
|
37.9K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
37.3K+ 17.55% |
$1.81M - $1.97M
|
250K
$13.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.9K+ 2.52% |
$1.79M - $1.95M
|
1.5M
$80.5M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36.3K+ 7.46% |
$1.76M - $1.92M
|
522K
$28M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
35.9K+ 45.74% |
$1.74M - $1.9M
|
114K
$6.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.5K+ 8.84% |
$1.72M - $1.88M
|
438K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33.4K+ 6.76% |
$1.62M - $1.77M
|
528K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32KNew |
$1.55M - $1.69M
|
32K
$1.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.9KNew |
$1.45M - $1.58M
|
29.9K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.8K+ 9.69% |
$1.45M - $1.58M
|
337K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
29.5KNew |
$1.43M - $1.56M
|
29.5K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
28.8K+ 9.43% |
$1.4M - $1.52M
|
334K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.8KNew |
$1.4M - $1.52M
|
28.8K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28.6K+ 1.65% |
$1.39M - $1.51M
|
1.77M
$94.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28.3K+ 6.95% |
$1.37M - $1.5M
|
435K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.7KNew |
$1.34M - $1.46M
|
27.7K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.4K+ 0.65% |
$1.33M - $1.45M
|
4.23M
$227M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.4K+ 9.86% |
$1.33M - $1.45M
|
305K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
25.8KNew |
$1.25M - $1.36M
|
25.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.7K+ 4.12% |
$1.24M - $1.36M
|
648K
$34.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.6K+ 4.36% |
$1.24M - $1.35M
|
612K
$32.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
25.5K+ 15.04% |
$1.24M - $1.35M
|
195K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25K+ 12.85% |
$1.21M - $1.32M
|
220K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24.4KNew |
$1.18M - $1.29M
|
24.4K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.2K+ 18.24% |
$1.17M - $1.28M
|
157K
$8.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
24.1K+ 6.64% |
$1.17M - $1.27M
|
387K
$20.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24KNew |
$1.17M - $1.27M
|
24K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
24K+ 14.71% |
$1.16M - $1.27M
|
187K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
23.5K+ 10.03% |
$1.14M - $1.24M
|
258K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
23K+ 46.0% |
$1.12M - $1.22M
|
73K
$3.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 17.08% |
$1.06M - $1.15M
|
150K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.9KNew |
$1.01M - $1.1M
|
20.9K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.9KNew |
$1.01M - $1.1M
|
20.9K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 17.64% |
$1.01M - $1.1M
|
139K
$7.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.4K+ 6.61% |
$988K - $1.08M
|
329K
$17.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20.3K+ 5.72% |
$982K - $1.07M
|
374K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
19.6KNew |
$951K - $1.04M
|
19.6K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
19.1K+ 6.8% |
$925K - $1.01M
|
299K
$16.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$916K - $999K
|
18.9K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
18.5K+ 28.0% |
$899K - $979K
|
84.7K
$4.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$897K - $977K
|
18.5K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18K+ 29.11% |
$871K - $950K
|
79.7K
$4.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17.8K+ 4.12% |
$863K - $940K
|
449K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5K+ 39.31% |
$849K - $926K
|
62.1K
$3.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
17.4KNew |
$846K - $922K
|
17.4K
$935K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
16.8K+ 168.41% |
$817K - $890K
|
26.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16.8K+ 6.57% |
$815K - $888K
|
272K
$14.6M
|