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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.37K+ 66.61% |
$349K - $369K
|
18.4K
$982K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.28K+ 7.09% |
$345K - $365K
|
110K
$5.86M
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
7K+ 2.42% |
$332K - $351K
|
296K
$15.8M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.99KNew |
$331K - $350K
|
6.99K
$372K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.94K+ 0.51% |
$329K - $348K
|
1.37M
$73.2M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.94K+ 9.11% |
$329K - $348K
|
83.2K
$4.43M
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
6.89K+ 3.89% |
$326K - $345K
|
184K
$9.8M
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.89K+ 4.06% |
$326K - $345K
|
176K
$9.39M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.88K+ 18.28% |
$326K - $345K
|
44.5K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
6.68KNew |
$316K - $334K
|
6.68K
$356K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.65K+ 182.85% |
$315K - $333K
|
10.3K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.4K+ 149.03% |
$303K - $320K
|
10.7K
$569K
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
6.39KNew |
$303K - $320K
|
6.39K
$340K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.39K+ 1193.83% |
$303K - $320K
|
6.92K
$369K
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
6.35K+ 1.88% |
$301K - $318K
|
345K
$18.4M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.25K+ 108.47% |
$296K - $313K
|
12K
$640K
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.16KNew |
$292K - $308K
|
6.16K
$328K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14K+ 3.74% |
$291K - $307K
|
170K
$9.06M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.1KNew |
$289K - $305K
|
6.1K
$325K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.01K+ 11.76% |
$285K - $301K
|
57.1K
$3.04M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.95KNew |
$282K - $298K
|
5.95K
$317K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
5.8KNew |
$275K - $291K
|
5.8K
$309K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.76K+ 2.54% |
$273K - $289K
|
232K
$12.4M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.67K+ 0.78% |
$269K - $284K
|
731K
$38.9M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.54K+ 673.48% |
$262K - $277K
|
6.36K
$339K
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.46KNew |
$258K - $273K
|
5.46K
$290K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.31K+ 9.08% |
$251K - $266K
|
63.8K
$3.4M
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
5.03KNew |
$238K - $252K
|
5.03K
$268K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.01K+ 7.26% |
$237K - $251K
|
74.1K
$3.94M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.9KNew |
$232K - $246K
|
4.9K
$261K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.75KNew |
$225K - $238K
|
4.75K
$253K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
4.73K+ 3.76% |
$224K - $237K
|
130K
$6.95M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.66KNew |
$221K - $233K
|
4.66K
$248K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.64KNew |
$220K - $232K
|
4.64K
$247K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.64K+ 9.09% |
$220K - $232K
|
55.7K
$2.97M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.6K+ 63.42% |
$218K - $231K
|
11.9K
$632K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.33K+ 2.24% |
$205K - $217K
|
197K
$10.5M
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
4.2KNew |
$199K - $211K
|
4.2K
$224K
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.13K+ 28.3% |
$196K - $207K
|
18.7K
$998K
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.12KNew |
$195K - $206K
|
4.12K
$219K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.83K+ 1.27% |
$182K - $192K
|
305K
$16.3M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.64K+ 6.23% |
$173K - $183K
|
62.1K
$3.31M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.63K+ 16.33% |
$172K - $182K
|
25.9K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.46K+ 17.49% |
$164K - $174K
|
23.3K
$1.24M
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.45K+ 11.48% |
$163K - $173K
|
33.5K
$1.78M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.28K+ 16.53% |
$155K - $164K
|
23.1K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.11K+ 40.52% |
$147K - $156K
|
10.8K
$574K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3K+ 29.67% |
$142K - $150K
|
13.1K
$699K
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.97K+ 3.18% |
$141K - $149K
|
96.4K
$5.13M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.97K+ 1.49% |
$141K - $149K
|
202K
$10.8M
|