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 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.82K+ 1.75% |
$190K - $203K
|
222K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.81K+ 46.03% |
$190K - $203K
|
12.1K
$645K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.66K+ 5.98% |
$182K - $195K
|
64.9K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.65K+ 28.33% |
$182K - $194K
|
16.5K
$882K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.58K+ 11.07% |
$178K - $190K
|
35.9K
$1.91M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.55K+ 36.52% |
$177K - $189K
|
13.3K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.5K+ 34.29% |
$174K - $186K
|
13.7K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 0.68% |
$173K - $185K
|
516K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.39K+ 44.93% |
$169K - $180K
|
10.9K
$583K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.38KNew |
$168K - $180K
|
3.38K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.37K+ 22.65% |
$168K - $179K
|
18.3K
$974K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.37K+ 3.61% |
$168K - $179K
|
96.7K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.28K+ 2.82% |
$163K - $175K
|
119K
$6.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.16K+ 6.04% |
$157K - $168K
|
55.4K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.15K+ 1.23% |
$157K - $167K
|
260K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.09K+ 53.97% |
$154K - $164K
|
8.81K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.08K+ 1.25% |
$153K - $164K
|
249K
$13.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.05K+ 15.98% |
$152K - $162K
|
22.1K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
2.98K+ 0.87% |
$148K - $159K
|
346K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.97K+ 48.44% |
$148K - $158K
|
9.11K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.77KNew |
$138K - $147K
|
2.77K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.71KNew |
$135K - $144K
|
2.71K
$144K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.68K+ 47.36% |
$134K - $143K
|
8.35K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.67K+ 582.57% |
$133K - $142K
|
3.13K
$167K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.55K+ 3.07% |
$127K - $136K
|
85.6K
$4.56M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.43K+ 1.92% |
$121K - $129K
|
129K
$6.87M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.41K+ 1.29% |
$120K - $128K
|
189K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.1K+ 1.72% |
$105K - $112K
|
124K
$6.63M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.09K+ 2.52% |
$104K - $111K
|
85.1K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.01K+ 3.7% |
$100K - $107K
|
56.4K
$3.01M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.98K+ 10.66% |
$98.5K - $105K
|
20.5K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.87K+ 3.73% |
$93.2K - $99.6K
|
52.1K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.86K+ 9.23% |
$92.4K - $98.8K
|
22K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 0.05% |
$91K - $97.2K
|
3.44M
$183M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 64.71% |
$90.4K - $96.5K
|
4.62K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 31.89% |
$89.9K - $96.1K
|
7.47K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.8K+ 39.49% |
$89.4K - $95.5K
|
6.34K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 9.11% |
$87K - $93K
|
20.9K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.69K+ 9.79% |
$84.1K - $89.9K
|
19K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 0.79% |
$84.1K - $89.9K
|
215K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.68K+ 3.99% |
$83.6K - $89.4K
|
43.8K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.63K+ 39.0% |
$80.9K - $86.4K
|
5.79K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.62KNew |
$80.6K - $86.2K
|
1.62K
$86.4K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.6K+ 16.75% |
$79.7K - $85.2K
|
11.2K
$595K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.59K+ 1.6% |
$79.1K - $84.5K
|
101K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.56K+ 5.2% |
$77.7K - $83K
|
31.6K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.55K+ 5.32% |
$77.2K - $82.4K
|
30.7K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 5.88% |
$76.9K - $82.1K
|
27.8K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.54K+ 30.33% |
$76.5K - $81.8K
|
6.61K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.53K+ 7.09% |
$76.2K - $81.4K
|
23.1K
$1.23M
|