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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 6.0% |
$275 - $301
|
106
$5.8K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.07% |
$229 - $251
|
7.06K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
5+ 0.04% |
$229 - $251
|
12.2K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.02% |
$184 - $200
|
18.7K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$138 - $150
|
13.6K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.06% |
$138 - $150
|
4.87K
$266K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2+ 0.01% |
$91.8 - $100
|
13.9K
$760K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.01% |
$91.8 - $100
|
13.4K
$733K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$45.9 - $50.1
|
1
$54.7
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 0.31% |
$45.9 - $50.1
|
326
$17.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.79% |
$45.9 - $50.1
|
57
$3.12K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$45.9 - $50.1
|
12K
$654K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$45.9 - $50.1
|
157K
$8.58M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- -0.0% |
$91.8 - $100
|
154K
$8.41M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 0.06% |
$91.8 - $100
|
3.5K
$192K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.05% |
$184 - $200
|
8.38K
$458K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7- 1.48% |
$321 - $351
|
467
$25.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 28.57% |
$734 - $802
|
40
$2.19K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-19- 0.09% |
$872 - $952
|
22.1K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-19- 0.02% |
$872 - $952
|
77.2K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22- 0.02% |
$1.01K - $1.1K
|
118K
$6.46M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-24- 0.22% |
$1.1K - $1.2K
|
11.1K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24- -0.0% |
$1.1K - $1.2K
|
556K
$30.4M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-27- 9.61% |
$1.24K - $1.35K
|
254
$13.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 26.96% |
$1.42K - $1.55K
|
84
$4.59K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35Closed |
$1.61K - $1.75K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-41- 0.07% |
$1.88K - $2.05K
|
56.8K
$3.11M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-42- 0.63% |
$1.93K - $2.1K
|
6.6K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-50- 0.29% |
$2.29K - $2.51K
|
17.2K
$939K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-54- 0.6% |
$2.48K - $2.71K
|
8.91K
$487K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-63- 4.77% |
$2.89K - $3.16K
|
1.26K
$68.7K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-68- 0.41% |
$3.12K - $3.41K
|
16.6K
$910K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-68- 0.93% |
$3.12K - $3.41K
|
7.23K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-70- 0.09% |
$3.21K - $3.51K
|
75.6K
$4.13M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-70- 0.63% |
$3.21K - $3.51K
|
11K
$602K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-72- 1.33% |
$3.3K - $3.61K
|
5.34K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-79- 1.24% |
$3.62K - $3.96K
|
6.27K
$343K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-84- 0.94% |
$3.85K - $4.21K
|
8.81K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 3.31% |
$3.9K - $4.26K
|
2.49K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-86- 86.0% |
$3.95K - $4.31K
|
14
$765
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-98- 0.36% |
$4.5K - $4.91K
|
27.3K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-99- 1.41% |
$4.54K - $4.96K
|
6.9K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-104- 0.2% |
$4.77K - $5.21K
|
52.3K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-111- 12.95% |
$5.09K - $5.56K
|
746
$40.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118- 1.82% |
$5.41K - $5.91K
|
6.38K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-123- 1.84% |
$5.64K - $6.16K
|
6.57K
$359K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-127- 2.76% |
$5.83K - $6.36K
|
4.47K
$244K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-131- 34.2% |
$6.01K - $6.56K
|
252
$13.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-136- 0.11% |
$6.24K - $6.81K
|
123K
$6.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140- 0.27% |
$6.42K - $7.01K
|
51K
$2.79M
|