Purchases and Sales Made in Q1 2024 in Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.05MNew |
$140M - $153M
|
3.05M
$167M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.14M+ 6.84% |
$98.3M - $107M
|
33.4M
$1.83B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2M+ 372.23% |
$91.5M - $99.9M
|
2.53M
$138M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.37MNew |
$62.7M - $68.5M
|
1.37M
$74.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.34M+ 35.8% |
$61.5M - $67.2M
|
5.09M
$278M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.33M+ 4727.67% |
$61.1M - $66.7M
|
1.36M
$74.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.27M+ 14.53% |
$58.2M - $63.5M
|
9.99M
$546M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.27M+ 14.53% |
$58.2M - $63.5M
|
9.99M
$546M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1M+ 12.4% |
$50.6M - $55.2M
|
9.99M
$546M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
895K+ 139.33% |
$41.1M - $44.9M
|
1.54M
$84.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
847K+ 4.56% |
$38.8M - $42.4M
|
19.4M
$1.06B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
834K+ 15.58% |
$38.3M - $41.8M
|
6.19M
$338M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
798K+ 26.6% |
$36.6M - $40M
|
3.8M
$208M
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
686KNew |
$31.5M - $34.4M
|
686K
$37.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
576K+ 13.26% |
$26.4M - $28.9M
|
4.92M
$269M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
573K+ 24.31% |
$26.3M - $28.7M
|
2.93M
$160M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
557K+ 10120.24% |
$25.5M - $27.9M
|
562K
$30.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
530K+ 15.84% |
$24.3M - $26.5M
|
3.88M
$212M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
514K+ 9.41% |
$23.6M - $25.7M
|
5.97M
$327M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
386K+ 1313.97% |
$17.7M - $19.3M
|
415K
$22.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
370KNew |
$17M - $18.5M
|
370K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
281K+ 273.21% |
$12.9M - $14.1M
|
383K
$21M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
268K+ 20.04% |
$12.3M - $13.4M
|
1.61M
$87.8M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254KNew |
$11.7M - $12.7M
|
254K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
241K+ 24.59% |
$11M - $12.1M
|
1.22M
$66.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
208K+ 37.6% |
$9.54M - $10.4M
|
761K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204K+ 32.36% |
$9.38M - $10.2M
|
836K
$45.7M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
198K+ 182.46% |
$9.08M - $9.92M
|
306K
$16.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
197KNew |
$9.05M - $9.89M
|
197K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
193K+ 8.37% |
$8.83M - $9.64M
|
2.49M
$136M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
192K+ 11.65% |
$8.83M - $9.64M
|
1.84M
$101M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
191K+ 13.19% |
$8.74M - $9.55M
|
1.64M
$89.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184K+ 41.41% |
$8.44M - $9.22M
|
628K
$34.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
177KNew |
$8.12M - $8.87M
|
177K
$9.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
165K+ 28.0% |
$7.56M - $8.26M
|
754K
$41.2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
161K+ 231.22% |
$7.41M - $8.09M
|
231K
$12.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161K+ 22.18% |
$7.39M - $8.07M
|
887K
$48.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
153K+ 41.64% |
$7.04M - $7.69M
|
522K
$28.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
150KNew |
$6.87M - $7.5M
|
150K
$8.19M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
149K+ 72.89% |
$6.86M - $7.49M
|
354K
$19.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
145K+ 49.23% |
$6.64M - $7.25M
|
439K
$24M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
139KNew |
$6.39M - $6.98M
|
139K
$7.62M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137K+ 11.14% |
$6.28M - $6.86M
|
1.37M
$74.7M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
135KNew |
$6.18M - $6.74M
|
135K
$7.36M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
126KNew |
$5.77M - $6.3M
|
126K
$6.87M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
121K+ 29.41% |
$5.57M - $6.09M
|
535K
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
120KNew |
$5.53M - $6.04M
|
120K
$6.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
113KNew |
$5.17M - $5.65M
|
113K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
112K+ 7.44% |
$5.12M - $5.59M
|
1.61M
$88M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
110K+ 42.46% |
$5.04M - $5.51M
|
369K
$20.2M
|