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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
651+ 0.9% |
$31.6K - $34.4K
|
73K
$3.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
646+ 10.15% |
$31.3K - $34.1K
|
7.01K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
640+ 3.69% |
$31K - $33.8K
|
18K
$955K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
624New |
$30.3K - $33K
|
624
$33.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
623+ 1.4% |
$30.2K - $32.9K
|
45.2K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
617New |
$29.9K - $32.6K
|
617
$32.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
613+ 11.25% |
$29.7K - $32.4K
|
6.06K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
607+ 5.63% |
$29.4K - $32.1K
|
11.4K
$604K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
605+ 2.11% |
$29.3K - $32K
|
29.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
601+ 2.43% |
$29.2K - $31.8K
|
25.3K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
570+ 11.14% |
$27.7K - $30.1K
|
5.69K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
555+ 24.34% |
$26.9K - $29.3K
|
2.84K
$151K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
524+ 2.15% |
$25.4K - $27.7K
|
24.9K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
519+ 25.87% |
$25.2K - $27.4K
|
2.53K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
518+ 38.48% |
$25.1K - $27.4K
|
1.86K
$99K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
493+ 3.94% |
$23.9K - $26.1K
|
13K
$691K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
486+ 4.9% |
$23.6K - $25.7K
|
10.4K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
476+ 1.06% |
$23.1K - $25.2K
|
45.3K
$2.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
452+ 3.76% |
$21.9K - $23.9K
|
12.5K
$662K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
448+ 3.68% |
$21.7K - $23.7K
|
12.6K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
441+ 1.02% |
$21.4K - $23.3K
|
43.7K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
441+ 3.88% |
$21.4K - $23.3K
|
11.8K
$626K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
437+ 2.02% |
$21.2K - $23.1K
|
22K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
423+ 0.8% |
$20.5K - $22.4K
|
53.5K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
403+ 1.93% |
$19.5K - $21.3K
|
21.2K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
384New |
$18.6K - $20.3K
|
384
$20.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
370+ 5.09% |
$17.9K - $19.6K
|
7.63K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
370+ 5.09% |
$17.9K - $19.6K
|
7.63K
$406K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
362+ 2.31% |
$17.6K - $19.1K
|
16K
$850K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
334+ 4.31% |
$16.2K - $17.7K
|
8.08K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
327+ 199.39% |
$15.9K - $17.3K
|
491
$26.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
315+ 1.33% |
$15.3K - $16.7K
|
24.1K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
302+ 6.11% |
$14.7K - $16K
|
5.24K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
278+ 1029.63% |
$13.5K - $14.7K
|
305
$16.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
276New |
$13.4K - $14.6K
|
276
$14.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
267+ 44.13% |
$13K - $14.1K
|
872
$46.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
264New |
$12.8K - $14K
|
264
$14K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
243+ 1.48% |
$11.8K - $12.8K
|
16.6K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
228+ 0.83% |
$11.1K - $12.1K
|
27.7K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
202+ 18.0% |
$9.8K - $10.7K
|
1.32K
$70.3K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
187+ 1.41% |
$9.07K - $9.88K
|
13.5K
$715K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
187+ 26.26% |
$9.07K - $9.88K
|
899
$47.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 0.51% |
$8.54K - $9.3K
|
34.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172+ 0.23% |
$8.34K - $9.09K
|
74.2K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
171+ 3.87% |
$8.3K - $9.04K
|
4.59K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
166+ 0.07% |
$8.05K - $8.77K
|
251K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
166New |
$8.05K - $8.77K
|
166
$8.82K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
165+ 19.86% |
$8K - $8.72K
|
996
$52.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
143+ 1.53% |
$6.94K - $7.56K
|
9.48K
$504K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
143+ 2.99% |
$6.94K - $7.56K
|
4.93K
$262K
|