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 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-461K- 9.93% |
$21.1M - $23.1M
|
4.18M
$214M
|
|
|
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
$551K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-510K- 25.22% |
$23.4M - $25.5M
|
1.51M
$77.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-524K- 0.7% |
$24.1M - $26.3M
|
73.9M
$3.79B
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-816K- 20.45% |
$37.4M - $40.9M
|
3.17M
$163M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-846K- 51.05% |
$38.8M - $42.4M
|
811K
$41.6M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1M- 76.99% |
$45.9M - $50.2M
|
299K
$15.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.29M- 95.54% |
$59M - $64.4M
|
60.1K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.33M- 29.47% |
$60.8M - $66.4M
|
3.17M
$163M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.72M- 91.55% |
$78.9M - $86.1M
|
159K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.53M- 30.12% |
$116M - $127M
|
5.86M
$300M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.32M- 59.38% |
$198M - $216M
|
2.96M
$151M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.92M- 68.02% |
$409M - $447M
|
4.2M
$215M
|