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 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.79K+ 14.1% |
$220K - $240K
|
38.7K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.67K+ 10.07% |
$214K - $234K
|
51K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.56KNew |
$209K - $228K
|
4.56K
$240K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.55KNew |
$209K - $228K
|
4.55K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.52KNew |
$208K - $227K
|
4.52K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.43K+ 2.0% |
$203K - $222K
|
226K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.42K+ 0.73% |
$203K - $222K
|
614K
$32.4M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.38K+ 3.66% |
$201K - $219K
|
124K
$6.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.37K+ 0.75% |
$201K - $219K
|
591K
$31.1M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.35K+ 13.06% |
$200K - $218K
|
37.7K
$1.99M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.32KNew |
$198K - $216K
|
4.32K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.28K+ 114.48% |
$196K - $214K
|
8.01K
$422K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.28K+ 1.72% |
$196K - $214K
|
253K
$13.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
4.27KNew |
$196K - $214K
|
4.27K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.25K+ 2.78% |
$195K - $213K
|
157K
$8.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.17KNew |
$191K - $209K
|
4.17K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$188K - $206K
|
4.11K
$216K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.07K+ 11.75% |
$187K - $204K
|
38.7K
$2.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4KNew |
$184K - $200K
|
4K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4KNew |
$184K - $200K
|
4K
$211K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.94K+ 13.74% |
$181K - $197K
|
32.6K
$1.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.92K+ 35.94% |
$180K - $196K
|
14.8K
$782K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.69K+ 14.37% |
$169K - $185K
|
29.4K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.65K+ 22.61% |
$168K - $183K
|
19.8K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.53K+ 15.39% |
$162K - $177K
|
26.4K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.49KNew |
$160K - $175K
|
3.49K
$184K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.35KNew |
$154K - $168K
|
3.35K
$176K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
3.3K+ 2.51% |
$151K - $165K
|
135K
$7.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.27K+ 0.95% |
$150K - $164K
|
347K
$18.3M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.17K+ 26.24% |
$145K - $159K
|
15.3K
$804K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.07K+ 14.96% |
$141K - $154K
|
23.6K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.03K+ 7.35% |
$139K - $152K
|
44.3K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.96K+ 21.28% |
$136K - $148K
|
16.9K
$889K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.85K+ 56.22% |
$131K - $143K
|
7.93K
$418K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.8K+ 1.74% |
$129K - $140K
|
164K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.79KNew |
$128K - $140K
|
2.79K
$147K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.76K+ 9.82% |
$127K - $138K
|
30.9K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.72K+ 14.19% |
$125K - $136K
|
21.9K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.59K+ 2.73% |
$119K - $130K
|
97.6K
$5.14M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.59K+ 10.43% |
$119K - $130K
|
27.4K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 55.05% |
$115K - $125K
|
7.04K
$371K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.46K+ 2.87% |
$113K - $123K
|
88K
$4.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.45K+ 23.77% |
$112K - $122K
|
12.7K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 10.89% |
$112K - $122K
|
24.9K
$1.31M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.37KNew |
$109K - $118K
|
2.37K
$125K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.36K+ 7.94% |
$108K - $118K
|
32K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.3K+ 38.42% |
$106K - $115K
|
8.29K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.28K+ 167.5% |
$105K - $114K
|
3.64K
$192K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.26K+ 0.58% |
$104K - $113K
|
390K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 1554.86% |
$103K - $112K
|
2.38K
$126K
|