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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.7K+ 4.12% |
$1.24M - $1.36M
|
648K
$34.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.6K+ 4.36% |
$1.24M - $1.35M
|
612K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
25.5K+ 15.04% |
$1.24M - $1.35M
|
195K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.2K+ 18.24% |
$1.17M - $1.28M
|
157K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24KNew |
$1.17M - $1.27M
|
24K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
24K+ 14.71% |
$1.16M - $1.27M
|
187K
$9.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
23.5K+ 10.03% |
$1.14M - $1.24M
|
258K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.9KNew |
$1.01M - $1.1M
|
20.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 17.64% |
$1.01M - $1.1M
|
139K
$7.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20.3K+ 5.72% |
$982K - $1.07M
|
374K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
19.1K+ 6.8% |
$925K - $1.01M
|
299K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$916K - $999K
|
18.9K
$998K
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$897K - $977K
|
18.5K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18K+ 29.11% |
$871K - $950K
|
79.7K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5K+ 39.31% |
$849K - $926K
|
62.1K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
17.4KNew |
$846K - $922K
|
17.4K
$921K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
16.8K+ 168.41% |
$817K - $890K
|
26.8K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16.8K+ 6.57% |
$815K - $888K
|
272K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
16.6K+ 3.98% |
$805K - $878K
|
433K
$22.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.3K+ 8.01% |
$790K - $861K
|
220K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16K+ 72.48% |
$776K - $846K
|
38.1K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 68.22% |
$776K - $846K
|
39.5K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.8KNew |
$768K - $837K
|
15.8K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$756K - $824K
|
15.6K
$823K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.5KNew |
$753K - $821K
|
15.5K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.5K+ 4.67% |
$752K - $820K
|
348K
$18.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.7KNew |
$713K - $777K
|
14.7K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 3.43% |
$710K - $774K
|
441K
$23.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14.4K+ 7.09% |
$700K - $763K
|
218K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.3K+ 3.45% |
$692K - $754K
|
428K
$22.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
13.8K+ 54.83% |
$671K - $731K
|
39.1K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.6KNew |
$662K - $721K
|
13.6K
$721K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12.7K+ 7.01% |
$615K - $670K
|
194K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.6K+ 2.22% |
$611K - $666K
|
580K
$30.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
12.3K+ 2050.0% |
$597K - $650K
|
12.9K
$681K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.2K+ 3.54% |
$592K - $645K
|
357K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 107.7% |
$588K - $641K
|
23.4K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11.8K+ 403.57% |
$570K - $621K
|
14.7K
$775K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.1KNew |
$538K - $586K
|
11.1K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11KNew |
$536K - $584K
|
11K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8KNew |
$522K - $569K
|
10.8K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.3KNew |
$499K - $544K
|
10.3K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2K+ 97.02% |
$493K - $538K
|
20.7K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.26K+ 26.79% |
$449K - $489K
|
43.8K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
9.25K+ 3.12% |
$449K - $489K
|
306K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.19K+ 25.79% |
$446K - $486K
|
44.8K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.9KNew |
$432K - $470K
|
8.9K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
8.46KNew |
$410K - $447K
|
8.46K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.39K+ 22.98% |
$407K - $443K
|
44.9K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.38K+ 121.35% |
$407K - $443K
|
15.3K
$808K
|