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 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.96K+ 28.18% |
$140K - $148K
|
13.5K
$718K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.91K+ 32.72% |
$138K - $146K
|
11.8K
$629K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.87K+ 5.66% |
$136K - $144K
|
53.5K
$2.85M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.82K+ 3.19% |
$133K - $141K
|
91K
$4.85M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.78K+ 5.45% |
$132K - $139K
|
53.8K
$2.87M
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.73K+ 2.03% |
$129K - $137K
|
137K
$7.3M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.71K+ 4.56% |
$128K - $135K
|
62K
$3.3M
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.56K+ 6.29% |
$121K - $128K
|
43.3K
$2.3M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
2.28K+ 2.27% |
$108K - $114K
|
103K
$5.47M
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.28K+ 12.91% |
$108K - $114K
|
19.9K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.22K+ 14.96% |
$105K - $111K
|
17K
$908K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.14K+ 26.86% |
$102K - $107K
|
10.1K
$539K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.12K+ 30.87% |
$100K - $106K
|
8.98K
$478K
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
2K+ 1.32% |
$94.6K - $100K
|
153K
$8.17M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.96K+ 8.3% |
$92.7K - $98K
|
25.5K
$1.36M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.95K+ 105.14% |
$92.1K - $97.4K
|
3.8K
$202K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.89K+ 0.76% |
$89.6K - $94.7K
|
250K
$13.3M
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.86K+ 543.27% |
$88K - $93.1K
|
2.2K
$117K
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.86K+ 1.91% |
$87.9K - $93K
|
98.8K
$5.26M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.85K+ 10.08% |
$87.6K - $92.6K
|
20.2K
$1.08M
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.85K+ 0.44% |
$87.4K - $92.4K
|
424K
$22.6M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 0.06% |
$86.7K - $91.7K
|
2.96M
$157M
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.82K+ 1.35% |
$86.3K - $91.3K
|
136K
$7.26M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 6.77% |
$82.4K - $87.2K
|
27.4K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.63K+ 7.33% |
$77.3K - $81.7K
|
23.9K
$1.27M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63K+ 407.27% |
$77K - $81.4K
|
2.02K
$108K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.62K+ 0.8% |
$76.6K - $81K
|
204K
$10.8M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.53K+ 0.89% |
$72.7K - $76.8K
|
174K
$9.28M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.53K+ 1.69% |
$72.2K - $76.4K
|
91.8K
$4.89M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.47K+ 4.85% |
$69.6K - $73.6K
|
31.8K
$1.69M
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
1.47KNew |
$69.5K - $73.5K
|
1.47K
$78.2K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.44K+ 26.36% |
$68.3K - $72.2K
|
6.91K
$368K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.44KNew |
$68.1K - $72K
|
1.44K
$76.6K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.43K+ 0.26% |
$67.7K - $71.6K
|
557K
$29.7M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.4K+ 13.57% |
$66.1K - $69.9K
|
11.7K
$622K
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.37K+ 3.16% |
$64.7K - $68.4K
|
44.6K
$2.37M
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
1.34K+ 2.19% |
$63.4K - $67.1K
|
62.6K
$3.33M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 14.46% |
$59.4K - $62.8K
|
9.92K
$528K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.24KNew |
$58.7K - $62.1K
|
1.24K
$66K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.16K+ 0.81% |
$55.1K - $58.3K
|
144K
$7.68M
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.11K+ 4.2% |
$52.7K - $55.7K
|
27.6K
$1.47M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.11KNew |
$52.5K - $55.5K
|
1.11K
$59.1K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 0.13% |
$47.7K - $50.4K
|
786K
$41.8M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
984+ 3.93% |
$46.6K - $49.3K
|
26K
$1.38M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
983+ 4.87% |
$46.6K - $49.2K
|
21.2K
$1.13M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
961+ 17.19% |
$45.5K - $48.1K
|
6.55K
$349K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
959+ 0.49% |
$45.4K - $48K
|
198K
$10.6M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
942+ 27.03% |
$44.6K - $47.2K
|
4.43K
$236K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
935+ 0.35% |
$44.3K - $46.8K
|
270K
$14.4M
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
886+ 5.25% |
$42K - $44.4K
|
17.7K
$945K
|