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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
348+ 75.82% |
$15.7K - $18.2K
|
807
$43K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
345+ 3.32% |
$15.6K - $18.1K
|
10.7K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
290New |
$13.1K - $15.2K
|
290
$15.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
277New |
$12.5K - $14.5K
|
277
$14.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
275+ 2.22% |
$12.4K - $14.4K
|
12.6K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
231+ 0.25% |
$10.4K - $12.1K
|
93.2K
$4.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
214+ 3.44% |
$9.65K - $11.2K
|
6.43K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
210+ 0.24% |
$9.47K - $11K
|
87.7K
$4.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.73% |
$9.43K - $10.9K
|
12.3K
$656K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207+ 0.3% |
$9.34K - $10.8K
|
70.2K
$3.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
197+ 0.72% |
$8.89K - $10.3K
|
27.5K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
179+ 2.57% |
$8.07K - $9.37K
|
7.13K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
171+ 1.17% |
$7.71K - $8.95K
|
14.8K
$789K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
157New |
$7.08K - $8.22K
|
157
$8.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
137New |
$6.18K - $7.17K
|
137
$7.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117New |
$5.28K - $6.12K
|
117
$6.24K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
101+ 0.31% |
$4.56K - $5.29K
|
33.1K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
91+ 1.44% |
$4.11K - $4.76K
|
6.4K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 16.16% |
$3.61K - $4.19K
|
575
$30.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
78+ 0.49% |
$3.52K - $4.08K
|
16.1K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
69+ 0.47% |
$3.11K - $3.61K
|
14.7K
$784K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.47% |
$2.84K - $3.3K
|
13.5K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
61+ 0.88% |
$2.75K - $3.19K
|
7.01K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 0.46% |
$2.57K - $2.98K
|
12.3K
$657K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
56+ 0.72% |
$2.53K - $2.93K
|
7.86K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 0.1% |
$2.3K - $2.67K
|
53.7K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
39+ 0.49% |
$1.76K - $2.04K
|
7.92K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
36+ 0.45% |
$1.62K - $1.88K
|
8.12K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
29+ 0.06% |
$1.31K - $1.52K
|
51.8K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.31% |
$947 - $1.1K
|
6.84K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 0.35% |
$947 - $1.1K
|
6.01K
$320K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19+ 0.22% |
$857 - $994
|
8.59K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
16+ 0.28% |
$722 - $837
|
5.82K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.27% |
$677 - $785
|
5.49K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.06% |
$406 - $471
|
14.8K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 0.49% |
$361 - $419
|
1.63K
$86.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6+ 0.11% |
$271 - $314
|
5.66K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5+ 0.08% |
$226 - $262
|
6.36K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.01% |
$226 - $262
|
42.2K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
4+ 0.03% |
$180 - $209
|
16K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.57% |
$180 - $209
|
701
$37.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$45.1 - $52.3
|
5.16K
$275K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.74MNew |
$136M - $146M
|
2.74M
$146M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.94M+ 63.08% |
$96.7M - $103M
|
5.02M
$268M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 3.35% |
$69.1M - $73.8M
|
42.8M
$2.28B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.36M+ 25.0% |
$67.7M - $72.4M
|
6.8M
$363M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.24M+ 7.65% |
$61.5M - $65.7M
|
17.4M
$927M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.08M+ 32.74% |
$53.9M - $57.6M
|
4.39M
$234M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
974K+ 30.0% |
$48.5M - $51.8M
|
4.22M
$225M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
950K+ 11.83% |
$47.3M - $50.5M
|
8.98M
$479M
|
|