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 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.5K+ 5.7% |
$1.07M - $1.15M
|
399K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
21.4K+ 6.13% |
$1.06M - $1.14M
|
370K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.7K+ 13.66% |
$1.03M - $1.1M
|
172K
$9.18M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
20.5K+ 10.03% |
$1.02M - $1.09M
|
225K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
20.2KNew |
$1.01M - $1.07M
|
20.2K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20.1K+ 3.83% |
$1M - $1.07M
|
547K
$29.1M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
19.9KNew |
$989K - $1.06M
|
19.9K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
19.2K+ 4.79% |
$957K - $1.02M
|
421K
$22.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.8KNew |
$935K - $999K
|
18.8K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$920K - $983K
|
18.5K
$986K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 2.35% |
$908K - $971K
|
794K
$42.3M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
18.2K+ 70.08% |
$908K - $970K
|
44.3K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
18.1K+ 388.6% |
$900K - $961K
|
22.7K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 14.23% |
$783K - $837K
|
126K
$6.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
15.5K+ 15.21% |
$773K - $826K
|
118K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15.3K+ 29.46% |
$763K - $816K
|
67.4K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
14.6K+ 32.31% |
$727K - $777K
|
59.8K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.9KNew |
$692K - $740K
|
13.9K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 4.87% |
$680K - $727K
|
294K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.5K+ 328.5% |
$674K - $720K
|
17.7K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13.3K+ 56.72% |
$662K - $707K
|
36.7K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.8K+ 161.06% |
$640K - $683K
|
20.8K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.8K+ 22.13% |
$637K - $680K
|
70.6K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.8K+ 55.59% |
$636K - $680K
|
35.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.8K+ 2.84% |
$635K - $678K
|
461K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.6K+ 3.58% |
$628K - $671K
|
365K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
12.4K+ 5.08% |
$615K - $658K
|
256K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
12.3K+ 9.57% |
$611K - $653K
|
141K
$7.49M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12.2K+ 1.79% |
$608K - $650K
|
694K
$37M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.4K+ 8.13% |
$566K - $605K
|
151K
$8.06M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
11.3K+ 7.78% |
$563K - $601K
|
156K
$8.34M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$560K - $598K
|
11.2K
$600K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 36.08% |
$539K - $575K
|
40.8K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.8K+ 7.1% |
$538K - $575K
|
163K
$8.69M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
10.6K+ 18.83% |
$528K - $564K
|
66.9K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 137.85% |
$527K - $564K
|
18.3K
$975K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.72KNew |
$484K - $517K
|
9.72K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
9.64K+ 10.27% |
$480K - $513K
|
104K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
9.5KNew |
$473K - $505K
|
9.5K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.39K+ 134.87% |
$467K - $499K
|
16.3K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
9.29K+ 2.45% |
$463K - $494K
|
389K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9.24KNew |
$460K - $492K
|
9.24K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9.2K+ 8.14% |
$458K - $489K
|
122K
$6.52M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.1K+ 21.38% |
$453K - $484K
|
51.7K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.93KNew |
$444K - $475K
|
8.93K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.72K+ 42.79% |
$434K - $464K
|
29.1K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.66K+ 1.82% |
$431K - $461K
|
484K
$25.8M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.33K+ 1.6% |
$415K - $443K
|
529K
$28.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.23K+ 6.32% |
$410K - $438K
|
139K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
8.2KNew |
$408K - $436K
|
8.2K
$437K
|