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 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.7K+ 10.87% |
$3.87M - $4.13M
|
792K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.2K+ 11.34% |
$3.84M - $4.11M
|
758K
$40.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
76.3K+ 3.72% |
$3.8M - $4.06M
|
2.13M
$113M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 5.71% |
$3.79M - $4.05M
|
1.41M
$75M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
75.5K+ 117.12% |
$3.76M - $4.01M
|
140K
$7.46M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.9K+ 32.72% |
$3.68M - $3.93M
|
300K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73K+ 4.17% |
$3.63M - $3.88M
|
1.82M
$97.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
69.2KNew |
$3.44M - $3.68M
|
69.2K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
65.4KNew |
$3.26M - $3.48M
|
65.4K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
63.5KNew |
$3.16M - $3.38M
|
63.5K
$3.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
62.4K+ 6.55% |
$3.11M - $3.32M
|
1.02M
$54.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
57.2K+ 111.77% |
$2.85M - $3.04M
|
108K
$5.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
56.9K+ 12.56% |
$2.83M - $3.02M
|
510K
$27.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
54.3K+ 33.16% |
$2.7M - $2.89M
|
218K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
53.9K+ 18.23% |
$2.68M - $2.87M
|
350K
$18.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
53.5K+ 1176.57% |
$2.66M - $2.84M
|
58K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
53.4KNew |
$2.66M - $2.84M
|
53.4K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
52.9K+ 54.41% |
$2.63M - $2.81M
|
150K
$8M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
52KNew |
$2.59M - $2.77M
|
52K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.9K+ 52.91% |
$2.58M - $2.76M
|
150K
$8M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49.9K+ 50.87% |
$2.48M - $2.65M
|
148K
$7.88M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
48.2K+ 69.09% |
$2.4M - $2.56M
|
118K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
47.9KNew |
$2.38M - $2.55M
|
47.9K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
46.8K+ 1.06% |
$2.33M - $2.49M
|
4.45M
$237M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.3K+ 5.17% |
$2.25M - $2.41M
|
922K
$49.2M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
42K+ 47.84% |
$2.09M - $2.24M
|
130K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
41.9K+ 225.31% |
$2.08M - $2.23M
|
60.4K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
41.6K+ 12.72% |
$2.07M - $2.21M
|
369K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
41.5K+ 1.07% |
$2.07M - $2.21M
|
3.94M
$210M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
40.4K+ 266.08% |
$2.01M - $2.15M
|
55.6K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40.1K+ 5.35% |
$2M - $2.13M
|
790K
$42.1M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
38.3K+ 6.85% |
$1.9M - $2.04M
|
597K
$31.8M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
37.7K+ 99.15% |
$1.88M - $2.01M
|
75.8K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
36.9K+ 79.42% |
$1.84M - $1.96M
|
83.3K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.2K+ 30.8% |
$1.8M - $1.93M
|
154K
$8.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35.5K+ 49.2% |
$1.76M - $1.89M
|
108K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
33.9K+ 3.09% |
$1.69M - $1.8M
|
1.13M
$60.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
33K+ 6.56% |
$1.64M - $1.76M
|
536K
$28.6M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
31.3K+ 266.93% |
$1.56M - $1.66M
|
43K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.4K+ 42.13% |
$1.51M - $1.62M
|
103K
$5.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
27.7K+ 40.36% |
$1.38M - $1.48M
|
96.5K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
27.6K+ 529.56% |
$1.37M - $1.47M
|
32.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.1K+ 142547.38% |
$1.35M - $1.44M
|
27.1K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26K+ 12.2% |
$1.29M - $1.38M
|
239K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25.3K+ 54.77% |
$1.26M - $1.35M
|
71.6K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.4K+ 499.9% |
$1.21M - $1.3M
|
29.3K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
23.8K+ 7.21% |
$1.18M - $1.26M
|
353K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
23.1K+ 12.43% |
$1.15M - $1.23M
|
209K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
22.6K+ 23.68% |
$1.13M - $1.2M
|
118K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.3K+ 4.53% |
$1.11M - $1.19M
|
516K
$27.5M
|