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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.01K- 0.51% |
$413K - $451K
|
1.74M
$95.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.02K- 14.83% |
$414K - $452K
|
51.8K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.27K- 94.54% |
$425K - $464K
|
535
$29.2K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.63K- 4.52% |
$442K - $483K
|
203K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.78K- 3.72% |
$449K - $490K
|
253K
$13.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 1.74% |
$476K - $520K
|
585K
$32M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10.8K- 55.57% |
$495K - $541K
|
8.63K
$472K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.1K- 8.64% |
$509K - $556K
|
117K
$6.41M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-11.5K- 28.69% |
$526K - $574K
|
28.5K
$1.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-11.6K- 27.89% |
$532K - $581K
|
30K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.9K- 8.61% |
$544K - $594K
|
126K
$6.88M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.5K- 19.15% |
$618K - $674K
|
56.8K
$3.11M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 20.42% |
$628K - $685K
|
53.3K
$2.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.9K- 3.45% |
$640K - $698K
|
390K
$21.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-14.4K- 36.95% |
$661K - $722K
|
24.6K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.1K- 56.28% |
$691K - $754K
|
11.7K
$639K
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-15.5K- 4.24% |
$711K - $776K
|
350K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-15.9K- 47.38% |
$728K - $795K
|
17.6K
$963K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-16.3K- 77.4% |
$747K - $816K
|
4.76K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-16.6K- 32.67% |
$761K - $831K
|
34.2K
$1.87M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17.3K- 99.07% |
$796K - $869K
|
163
$8.91K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17.8K- 40.69% |
$816K - $891K
|
25.9K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.2K- 12.98% |
$836K - $913K
|
122K
$6.68M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-19.1K- 5.13% |
$876K - $956K
|
353K
$19.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-20.8K- 11.74% |
$952K - $1.04M
|
156K
$8.53M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-21K- 1.75% |
$964K - $1.05M
|
1.18M
$64.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-21.1K- 3.84% |
$969K - $1.06M
|
528K
$28.9M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-22K- 0.6% |
$1.01M - $1.1M
|
3.65M
$200M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22.3K- 6.9% |
$1.02M - $1.12M
|
300K
$16.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-23.3K- 5.97% |
$1.07M - $1.17M
|
367K
$20.1M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-24.4K- 1.24% |
$1.12M - $1.22M
|
1.95M
$106M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-24.4K- 3.25% |
$1.12M - $1.22M
|
726K
$39.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-24.7K- 78.7% |
$1.13M - $1.24M
|
6.68K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.9K- 14.64% |
$1.14M - $1.25M
|
145K
$7.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-25K- 22.64% |
$1.15M - $1.25M
|
85.5K
$4.67M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-26.7K- 3.2% |
$1.22M - $1.34M
|
807K
$44.1M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-29.4K- 7.22% |
$1.35M - $1.47M
|
378K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-31.7K- 24.79% |
$1.46M - $1.59M
|
96.3K
$5.26M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-32.2K- 14.08% |
$1.48M - $1.61M
|
196K
$10.7M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33K- 4.8% |
$1.51M - $1.65M
|
653K
$35.7M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-34.6K- 25.18% |
$1.59M - $1.73M
|
103K
$5.62M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-35.5K- 1.1% |
$1.63M - $1.78M
|
3.17M
$174M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-35.8K- 17.66% |
$1.64M - $1.79M
|
167K
$9.13M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-35.9K- 3.1% |
$1.65M - $1.8M
|
1.12M
$61.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-36K- 4.98% |
$1.65M - $1.8M
|
687K
$37.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.1K- 53.11% |
$1.7M - $1.86M
|
32.7K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-37.7K- 7.29% |
$1.73M - $1.89M
|
480K
$26.2M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-38.5K- 7.94% |
$1.77M - $1.93M
|
447K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39K- 10.44% |
$1.79M - $1.95M
|
335K
$18.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.5K- 3.78% |
$1.86M - $2.03M
|
1.03M
$56.4M
|