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 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.01K+ 13.86% |
$399K - $426K
|
65.8K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.9K+ 438.89% |
$393K - $420K
|
9.7K
$517K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.7K+ 1.78% |
$383K - $410K
|
440K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
7.61KNew |
$379K - $405K
|
7.61K
$406K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$378K - $403K
|
7.59K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.56KNew |
$376K - $402K
|
7.56K
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.49K+ 2.29% |
$373K - $398K
|
335K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.13KNew |
$355K - $379K
|
7.13K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.94K+ 1.78% |
$346K - $369K
|
398K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.73KNew |
$335K - $358K
|
6.73K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.68K+ 89.29% |
$332K - $355K
|
14.2K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 5.07% |
$332K - $355K
|
138K
$7.37M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.61K+ 3.01% |
$329K - $352K
|
226K
$12.1M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.58K+ 0.51% |
$327K - $350K
|
1.31M
$69.7M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.53KNew |
$325K - $347K
|
6.53K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.31K+ 13.02% |
$314K - $336K
|
54.8K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.3KNew |
$314K - $335K
|
6.3K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.29K+ 80.41% |
$313K - $335K
|
14.1K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.25K+ 3.69% |
$311K - $332K
|
176K
$9.36M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.2K+ 9.44% |
$309K - $330K
|
71.9K
$3.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.14K+ 2.02% |
$306K - $327K
|
310K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$303K - $324K
|
6.09K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.02K+ 9.86% |
$300K - $320K
|
67.1K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6KNew |
$298K - $319K
|
6K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.94K+ 10.27% |
$295K - $316K
|
63.7K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.73KNew |
$285K - $305K
|
5.73K
$306K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.66K+ 13.68% |
$282K - $301K
|
47K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.52K+ 6.18% |
$275K - $294K
|
94.9K
$5.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.35KNew |
$267K - $285K
|
5.35K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.33K+ 23.08% |
$265K - $284K
|
28.4K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.25K+ 1.59% |
$261K - $279K
|
335K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$260K - $278K
|
5.23K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.16KNew |
$257K - $274K
|
5.16K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.12KNew |
$255K - $272K
|
5.12K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.12K+ 0.47% |
$255K - $272K
|
1.08M
$57.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.79K+ 1.74% |
$239K - $255K
|
281K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.74K+ 1.31% |
$236K - $252K
|
366K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.58K+ 3.51% |
$228K - $244K
|
135K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.51KNew |
$224K - $240K
|
4.51K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.32K+ 4.11% |
$215K - $230K
|
109K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.31K+ 75.75% |
$214K - $229K
|
9.99K
$533K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
4.3K+ 0.54% |
$214K - $229K
|
796K
$42.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.28KNew |
$213K - $227K
|
4.28K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.21K+ 15.83% |
$210K - $224K
|
30.8K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.1K+ 14.81% |
$204K - $218K
|
31.8K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$204K - $218K
|
4.09K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.08KNew |
$203K - $217K
|
4.08K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
4.05K+ 1.8% |
$202K - $215K
|
229K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.89K+ 97.93% |
$193K - $207K
|
7.85K
$419K
|