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 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.38K+ 4.48% |
$66.9K - $72.9K
|
32.2K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.37K+ 5.04% |
$66.4K - $72.4K
|
28.5K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32K+ 0.11% |
$64.1K - $69.9K
|
1.22M
$65.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.28K+ 3.83% |
$62.2K - $67.8K
|
34.8K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.23K+ 4.78% |
$59.8K - $65.1K
|
27K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21K+ 2.78% |
$58.6K - $63.9K
|
44.6K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.2K+ 4.87% |
$58K - $63.2K
|
25.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.18K+ 5.12% |
$57.3K - $62.5K
|
24.3K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.14K+ 4.12% |
$55.1K - $60K
|
28.7K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 51.29% |
$54.9K - $59.8K
|
3.34K
$179K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.13K+ 7.65% |
$54.6K - $59.5K
|
15.8K
$849K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 7.67% |
$53.9K - $58.7K
|
15.6K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.1K+ 39.58% |
$53.5K - $58.3K
|
3.89K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.1K+ 3.42% |
$53.4K - $58.2K
|
33.3K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.06K+ 10.75% |
$51.3K - $55.9K
|
10.9K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1KNew |
$48.5K - $52.9K
|
1K
$53.7K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
998+ 12.15% |
$48.4K - $52.8K
|
9.21K
$494K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
996+ 23.57% |
$48.3K - $52.6K
|
5.22K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
990+ 1.81% |
$48K - $52.3K
|
55.6K
$2.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
974+ 22.0% |
$47.2K - $51.5K
|
5.4K
$290K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
972New |
$47.2K - $51.4K
|
972
$52.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
964+ 5.15% |
$46.8K - $51K
|
19.7K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
962+ 18.06% |
$46.7K - $50.9K
|
6.29K
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
931+ 10.44% |
$45.2K - $49.2K
|
9.85K
$529K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
902+ 9.11% |
$43.8K - $47.7K
|
10.8K
$580K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
885New |
$42.9K - $46.8K
|
885
$47.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
849+ 20.3% |
$41.2K - $44.9K
|
5.03K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
848+ 0.2% |
$41.1K - $44.8K
|
425K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
844+ 70.75% |
$40.9K - $44.6K
|
2.04K
$109K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
839+ 10.85% |
$40.7K - $44.3K
|
8.57K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
831+ 3.76% |
$40.3K - $43.9K
|
22.9K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
813+ 2.48% |
$39.4K - $43K
|
33.6K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
800+ 1.28% |
$38.8K - $42.3K
|
63.3K
$3.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
783+ 0.28% |
$38K - $41.4K
|
279K
$15M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
740+ 4.69% |
$35.9K - $39.1K
|
16.5K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
738+ 12.11% |
$35.8K - $39K
|
6.83K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
720+ 15.47% |
$34.9K - $38.1K
|
5.37K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
719+ 10.18% |
$34.9K - $38K
|
7.78K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
709+ 2.03% |
$34.4K - $37.5K
|
35.6K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
705+ 4.14% |
$34.2K - $37.3K
|
17.8K
$952K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
688New |
$33.4K - $36.4K
|
688
$36.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
688New |
$33.4K - $36.4K
|
688
$36.9K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
662+ 0.51% |
$32.1K - $35K
|
131K
$7.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
658+ 1.72% |
$31.9K - $34.8K
|
39K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
656+ 0.64% |
$31.8K - $34.7K
|
103K
$5.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
651+ 0.9% |
$31.6K - $34.4K
|
73K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
646+ 10.15% |
$31.3K - $34.1K
|
7.01K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
640+ 3.69% |
$31K - $33.8K
|
18K
$965K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
624New |
$30.3K - $33K
|
624
$33.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
623+ 1.4% |
$30.2K - $32.9K
|
45.2K
$2.43M
|