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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-35.8K- 17.66% |
$1.64M - $1.79M
|
167K
$8.58M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-35.9K- 3.1% |
$1.65M - $1.8M
|
1.12M
$57.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-36K- 4.98% |
$1.65M - $1.8M
|
687K
$35.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.1K- 53.11% |
$1.7M - $1.86M
|
32.7K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-37.7K- 7.29% |
$1.73M - $1.89M
|
480K
$24.7M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-38.5K- 7.94% |
$1.77M - $1.93M
|
447K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39K- 10.44% |
$1.79M - $1.95M
|
335K
$17.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.5K- 3.78% |
$1.86M - $2.03M
|
1.03M
$53.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.6K- 47.24% |
$1.91M - $2.09M
|
46.5K
$2.39M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-44.3K- 34.19% |
$2.03M - $2.22M
|
85.2K
$4.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-49.2K- 37.16% |
$2.26M - $2.47M
|
83.3K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-49.4K- 5.15% |
$2.26M - $2.47M
|
910K
$46.8M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-50.1K- 10.09% |
$2.3M - $2.51M
|
446K
$22.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-51.2K- 77.66% |
$2.35M - $2.57M
|
14.7K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-58.8K- 12.38% |
$2.7M - $2.94M
|
416K
$21.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-63.8K- 13.32% |
$2.93M - $3.2M
|
415K
$21.3M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-67.7K- 2.19% |
$3.11M - $3.39M
|
3.03M
$156M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-73.4K- 7.84% |
$3.37M - $3.67M
|
862K
$44.3M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-77.3K- 10.41% |
$3.55M - $3.87M
|
666K
$34.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-80K- 28.5% |
$3.67M - $4.01M
|
201K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-80.4K- 11.66% |
$3.69M - $4.03M
|
609K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-83.2K- 9.58% |
$3.82M - $4.17M
|
785K
$40.3M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-94.7K- 44.19% |
$4.35M - $4.75M
|
120K
$6.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-94.8K- 51.81% |
$4.35M - $4.75M
|
88.2K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-102K- 21.6% |
$4.68M - $5.11M
|
370K
$19M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-105K- 94.43% |
$4.83M - $5.27M
|
6.21K
$319K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106K- 93.85% |
$4.84M - $5.29M
|
6.92K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-108K- 81.02% |
$4.97M - $5.43M
|
25.4K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-109K- 10.79% |
$5.01M - $5.47M
|
903K
$46.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117K- 32.02% |
$5.37M - $5.86M
|
248K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-152K- 9.26% |
$6.96M - $7.6M
|
1.49M
$76.4M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-166K- 14.56% |
$7.63M - $8.33M
|
976K
$50.2M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-167K- 94.52% |
$7.65M - $8.36M
|
9.68K
$497K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-180K- 33.4% |
$8.26M - $9.02M
|
359K
$18.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-191K- 21.47% |
$8.76M - $9.56M
|
698K
$35.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-221K- 6.56% |
$10.1M - $11.1M
|
3.14M
$162M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-283K- 34.56% |
$13M - $14.2M
|
536K
$27.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-283K- 23.06% |
$13M - $14.2M
|
944K
$48.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-285K- 4.37% |
$13.1M - $14.3M
|
6.24M
$321M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-323K- 30.17% |
$14.8M - $16.2M
|
747K
$38.4M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-337K- 88.9% |
$15.5M - $16.9M
|
42.1K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-346K- 30.59% |
$15.9M - $17.3M
|
784K
$40.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-372K- 15.99% |
$17.1M - $18.6M
|
1.95M
$100M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-424K- 46.97% |
$19.5M - $21.3M
|
479K
$24.6M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-435K- 99.9% |
$19.9M - $21.8M
|
449
$23.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-461K- 9.93% |
$21.1M - $23.1M
|
4.18M
$215M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-483K- 8.68% |
$22.2M - $24.2M
|
5.09M
$261M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-488K- 97.84% |
$22.4M - $24.5M
|
10.8K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-510K- 25.22% |
$23.4M - $25.5M
|
1.51M
$77.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-524K- 0.7% |
$24.1M - $26.3M
|
73.9M
$3.8B
|