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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
9.15K+ 41.68% |
$444K - $484K
|
31.1K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8.95K+ 7.23% |
$434K - $473K
|
133K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.9KNew |
$432K - $470K
|
8.9K
$477K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
8.46KNew |
$410K - $447K
|
8.46K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.39K+ 22.98% |
$407K - $443K
|
44.9K
$2.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.38K+ 121.35% |
$407K - $443K
|
15.3K
$820K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
8.38K+ 26.18% |
$407K - $443K
|
40.4K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.32K+ 2.7% |
$404K - $440K
|
317K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
8.28K+ 11.01% |
$402K - $438K
|
83.5K
$4.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.27KNew |
$401K - $437K
|
8.27K
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.03K+ 24.31% |
$390K - $425K
|
41.1K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.75KNew |
$376K - $410K
|
7.75K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.7K+ 6.9% |
$373K - $407K
|
119K
$6.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
7.66KNew |
$371K - $405K
|
7.66K
$411K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
7.59K+ 55.53% |
$368K - $401K
|
21.3K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.54KNew |
$366K - $399K
|
7.54K
$404K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
7.41K+ 2.41% |
$360K - $392K
|
315K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.38K+ 4.19% |
$358K - $390K
|
184K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.37KNew |
$358K - $390K
|
7.37K
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
7.32K+ 1.41% |
$355K - $387K
|
527K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.15K+ 1.49% |
$347K - $378K
|
488K
$26.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.14K+ 3.57% |
$346K - $377K
|
207K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7.13K+ 3.54% |
$346K - $377K
|
209K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.81KNew |
$330K - $360K
|
6.81K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.57K+ 63.86% |
$319K - $347K
|
16.9K
$905K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.39K+ 3.24% |
$310K - $338K
|
204K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.33KNew |
$307K - $334K
|
6.33K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.23KNew |
$302K - $329K
|
6.23K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.19K+ 10.08% |
$300K - $327K
|
67.6K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.17K+ 12.53% |
$299K - $326K
|
55.4K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.12K+ 1.78% |
$297K - $324K
|
350K
$18.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.98K+ 58.85% |
$290K - $316K
|
16.1K
$866K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.96K+ 1.11% |
$289K - $315K
|
540K
$29M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.91K+ 5.53% |
$287K - $313K
|
113K
$6.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.8KNew |
$282K - $307K
|
5.8K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.75KNew |
$279K - $304K
|
5.75K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
5.7K+ 3.71% |
$277K - $301K
|
159K
$8.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.68KNew |
$276K - $300K
|
5.68K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.6K+ 35.56% |
$272K - $296K
|
21.3K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.57K+ 16.7% |
$270K - $295K
|
38.9K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.54K+ 1.43% |
$269K - $293K
|
392K
$21M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5.54KNew |
$269K - $293K
|
5.54K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.46K+ 2.01% |
$265K - $288K
|
277K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
5.38K+ 5.8% |
$261K - $284K
|
98.1K
$5.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
5.34K+ 713.35% |
$259K - $282K
|
6.09K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.33KNew |
$259K - $282K
|
5.33K
$286K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.25KNew |
$255K - $277K
|
5.25K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.22K+ 1.42% |
$253K - $276K
|
373K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.2K+ 5.77% |
$252K - $275K
|
95.4K
$5.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.06KNew |
$246K - $268K
|
5.06K
$272K
|