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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
804K+ 78.08% |
$40M - $42.8M
|
1.83M
$97.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
712KNew |
$35.4M - $37.9M
|
712K
$38M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
654K+ 103.46% |
$32.6M - $34.8M
|
1.29M
$68.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
623K+ 6.78% |
$31M - $33.1M
|
9.81M
$523M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
595K+ 0.76% |
$29.6M - $31.7M
|
78.8M
$4.2B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
544K+ 28.35% |
$27.1M - $29M
|
2.46M
$131M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
528K+ 6211.52% |
$26.3M - $28.1M
|
536K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
503K+ 12.77% |
$25M - $26.7M
|
4.44M
$237M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
499K+ 68.48% |
$24.8M - $26.5M
|
1.23M
$65.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
449K+ 15.15% |
$22.3M - $23.9M
|
3.41M
$182M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
445KNew |
$22.1M - $23.6M
|
445K
$23.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
377K+ 13.16% |
$18.8M - $20.1M
|
3.25M
$173M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
356K+ 8.58% |
$17.7M - $18.9M
|
4.5M
$240M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
347K+ 22.38% |
$17.3M - $18.5M
|
1.9M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
320K+ 36.83% |
$15.9M - $17M
|
1.19M
$63.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
320KNew |
$15.9M - $17M
|
320K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
303K+ 2661.14% |
$15.1M - $16.1M
|
314K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
301K+ 49.94% |
$15M - $16M
|
903K
$48.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
279K+ 3.64% |
$13.9M - $14.8M
|
7.95M
$424M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
255KNew |
$12.7M - $13.6M
|
255K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
251K+ 7.42% |
$12.5M - $13.4M
|
3.64M
$194M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
237K+ 4.31% |
$11.8M - $12.6M
|
5.74M
$306M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196K+ 3.29% |
$9.74M - $10.4M
|
6.14M
$327M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
190KNew |
$9.46M - $10.1M
|
190K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
182K+ 31.74% |
$9.04M - $9.66M
|
754K
$40.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 11.6% |
$8.35M - $8.93M
|
1.62M
$86.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
167K+ 25.9% |
$8.31M - $8.88M
|
811K
$43.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
166KNew |
$8.28M - $8.85M
|
166K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158K+ 11.47% |
$7.84M - $8.38M
|
1.53M
$81.6M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
148K+ 7.92% |
$7.35M - $7.86M
|
2.01M
$107M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
142KNew |
$7.08M - $7.57M
|
142K
$7.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
138K+ 24.94% |
$6.86M - $7.33M
|
690K
$36.8M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
132K+ 7.42% |
$6.59M - $7.05M
|
1.92M
$102M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
126K+ 1257.61% |
$6.28M - $6.71M
|
136K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
104K+ 16.67% |
$5.16M - $5.51M
|
725K
$38.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101K+ 11.89% |
$5.01M - $5.36M
|
948K
$50.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95K+ 22.67% |
$4.73M - $5.05M
|
514K
$27.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
93.5K+ 18.08% |
$4.66M - $4.97M
|
611K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
90.2KNew |
$4.49M - $4.8M
|
90.2K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
89.7KNew |
$4.47M - $4.77M
|
89.7K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
89K+ 7.19% |
$4.43M - $4.74M
|
1.33M
$70.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
88.9K+ 373.28% |
$4.43M - $4.73M
|
113K
$6.01M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
87.7K+ 19.33% |
$4.37M - $4.67M
|
541K
$28.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86.8K+ 24.77% |
$4.32M - $4.61M
|
437K
$23.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
85.8K+ 35.88% |
$4.27M - $4.56M
|
325K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
84.5KNew |
$4.21M - $4.5M
|
84.5K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82.9K+ 12.34% |
$4.13M - $4.41M
|
755K
$40.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
79.6K+ 36.33% |
$3.96M - $4.23M
|
299K
$15.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
79.2K+ 14.38% |
$3.94M - $4.21M
|
630K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
78.9K+ 1.95% |
$3.93M - $4.2M
|
4.13M
$220M
|