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 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.44K+ 6.45% |
$127K - $135K
|
40.2K
$2.26M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.35K+ 374.48% |
$122K - $130K
|
2.98K
$167K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35K+ 5.85% |
$122K - $130K
|
42.5K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.3K+ 10.42% |
$120K - $127K
|
24.4K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.27K+ 0.8% |
$118K - $125K
|
287K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.26K+ 10.19% |
$118K - $125K
|
24.5K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.26K+ 1.44% |
$118K - $125K
|
159K
$8.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.21K+ 19.74% |
$115K - $123K
|
13.4K
$754K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.2K+ 6.86% |
$115K - $122K
|
34.3K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.2K+ 2.1% |
$115K - $122K
|
107K
$5.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.2K+ 2.7% |
$115K - $122K
|
83.4K
$4.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.14K+ 47.28% |
$112K - $119K
|
6.68K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.07K+ 0.4% |
$108K - $114K
|
522K
$29.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.03K+ 1.89% |
$106K - $113K
|
110K
$6.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.03KNew |
$106K - $112K
|
2.03K
$114K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.93K+ 10.51% |
$100K - $107K
|
20.3K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.85K+ 1.83% |
$96.5K - $102K
|
103K
$5.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.85K+ 3075.0% |
$96.2K - $102K
|
1.91K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.84K+ 0.35% |
$95.6K - $102K
|
530K
$29.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.8K+ 3.4% |
$93.7K - $99.5K
|
54.7K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.77K+ 36.54% |
$92K - $97.7K
|
6.6K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.68KNew |
$87.7K - $93.1K
|
1.68K
$94.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 1.27% |
$85.4K - $90.7K
|
131K
$7.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 11.88% |
$85K - $90.2K
|
15.3K
$862K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.62K+ 11.8% |
$84.3K - $89.5K
|
15.3K
$861K
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.6K+ 4.65% |
$83.4K - $88.6K
|
36K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.58KNew |
$82.3K - $87.4K
|
1.58K
$88.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.57K+ 3.21% |
$81.9K - $86.9K
|
50.6K
$2.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.53K+ 0.22% |
$79.7K - $84.7K
|
700K
$39.3M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
1.52K+ 28.83% |
$79.1K - $84K
|
6.78K
$381K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.49K+ 7.28% |
$77.6K - $82.4K
|
22K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.48K+ 2.89% |
$76.9K - $81.6K
|
52.5K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.47K+ 0.7% |
$76.5K - $81.2K
|
210K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.46K+ 7.39% |
$76.3K - $80.9K
|
21.2K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.46K+ 107.68% |
$76K - $80.7K
|
2.81K
$158K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.34K+ 0.19% |
$69.7K - $74K
|
713K
$40.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 11.41% |
$69.3K - $73.6K
|
13K
$729K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.32KNew |
$68.8K - $73K
|
1.32K
$74.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.31K+ 12.26% |
$68.5K - $72.7K
|
12K
$676K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1.3K+ 12.75% |
$67.8K - $71.9K
|
11.5K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.29K+ 0.82% |
$67.4K - $71.5K
|
160K
$8.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.27K+ 12.68% |
$65.9K - $70K
|
11.2K
$632K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.25K+ 2.65% |
$65.3K - $69.3K
|
48.6K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 2830.23% |
$63.4K - $67.3K
|
1.26K
$70.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 19.11% |
$62.9K - $66.7K
|
7.52K
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.2K+ 6.2% |
$62.5K - $66.4K
|
20.5K
$1.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 5.4% |
$61.7K - $65.5K
|
23.1K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 1.77% |
$61.6K - $65.3K
|
67.9K
$3.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.15K+ 4.03% |
$59.8K - $63.5K
|
29.6K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 5.56% |
$58.9K - $62.5K
|
21.4K
$1.2M
|
|