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 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.52K+ 16.81% |
$75.5K - $80.7K
|
10.5K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.51KNew |
$75K - $80.1K
|
1.51K
$80.3K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.5K+ 22.44% |
$74.9K - $80K
|
8.21K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.43K+ 0.57% |
$71.1K - $76K
|
254K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 0.4% |
$70.8K - $75.7K
|
358K
$19.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.42K+ 8.94% |
$70.7K - $75.5K
|
17.3K
$922K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
1.42K+ 0.83% |
$70.4K - $75.3K
|
173K
$9.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.4K+ 746.52% |
$69.5K - $74.3K
|
1.58K
$84.4K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 0.6% |
$69.3K - $74K
|
233K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.35K+ 1.47% |
$67.1K - $71.6K
|
93.1K
$4.96M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.34K+ 2.35% |
$66.8K - $71.3K
|
58.4K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.34K+ 5.12% |
$66.6K - $71.2K
|
27.5K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.34K+ 3.78% |
$66.5K - $71.1K
|
36.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.32K+ 1201.82% |
$65.8K - $70.3K
|
1.43K
$76.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 2.78% |
$65.5K - $70K
|
48.6K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.3K+ 4.91% |
$64.5K - $68.9K
|
27.7K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.28K+ 1545.78% |
$63.9K - $68.2K
|
1.37K
$72.8K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.25K+ 25.0% |
$62.2K - $66.5K
|
6.25K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.2K+ 20.68% |
$59.7K - $63.8K
|
7K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.19K+ 4.23% |
$59.4K - $63.5K
|
29.4K
$1.57M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 1.45% |
$59.4K - $63.5K
|
83.6K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.17K+ 1.26% |
$58.3K - $62.3K
|
94.2K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.17K+ 0.21% |
$58.2K - $62.2K
|
557K
$29.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 12.88% |
$57.5K - $61.5K
|
10.1K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.14K+ 2.22% |
$56.9K - $60.8K
|
52.7K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.1K+ 6.12% |
$54.8K - $58.5K
|
19.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.08KNew |
$53.7K - $57.4K
|
1.08K
$57.5K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.06K+ 3.66% |
$52.9K - $56.5K
|
30.1K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
998+ 475.24% |
$49.7K - $53.1K
|
1.21K
$64.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
995New |
$49.5K - $52.9K
|
995
$53K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
986+ 1.93% |
$49.1K - $52.4K
|
52.1K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
961+ 1.32% |
$47.8K - $51.1K
|
73.9K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
858+ 2.46% |
$42.7K - $45.6K
|
35.7K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
843+ 55.9% |
$42K - $44.8K
|
2.35K
$125K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
835+ 3.42% |
$41.6K - $44.4K
|
25.2K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
824+ 14.35% |
$41K - $43.8K
|
6.57K
$350K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
823+ 11.11% |
$41K - $43.8K
|
8.23K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
800+ 19.88% |
$39.8K - $42.6K
|
4.83K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
792+ 2.27% |
$39.4K - $42.1K
|
35.7K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
743+ 2.21% |
$37K - $39.5K
|
34.3K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
734+ 6.54% |
$36.5K - $39K
|
12K
$637K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
733+ 6.84% |
$36.5K - $39K
|
11.5K
$610K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
730+ 1.39% |
$36.3K - $38.8K
|
53.4K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
656+ 0.31% |
$32.7K - $34.9K
|
209K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
655New |
$32.6K - $34.8K
|
655
$34.9K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
617New |
$30.7K - $32.8K
|
617
$32.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
603+ 10.12% |
$30K - $32.1K
|
6.56K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$28.9K - $30.9K
|
580
$30.9K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
578+ 0.76% |
$28.8K - $30.7K
|
76.5K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
578New |
$28.8K - $30.7K
|
578
$30.8K
|