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 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
874+ 1.15% |
$40.1K - $43.8K
|
77K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
864New |
$39.6K - $43.3K
|
864
$47.6K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
857+ 17.0% |
$39.3K - $42.9K
|
5.9K
$325K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
835+ 13.54% |
$38.3K - $41.8K
|
7K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
790+ 0.63% |
$36.2K - $39.6K
|
126K
$6.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
786+ 0.88% |
$36.1K - $39.4K
|
89.9K
$4.95M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
753+ 9.23% |
$34.5K - $37.7K
|
8.91K
$490K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
747New |
$34.3K - $37.4K
|
747
$41.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
742+ 0.77% |
$34K - $37.2K
|
96.8K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
739New |
$33.9K - $37K
|
739
$40.7K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
735+ 2.51% |
$33.7K - $36.8K
|
30K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
707+ 14.28% |
$32.4K - $35.4K
|
5.66K
$312K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
697+ 155.58% |
$32K - $34.9K
|
1.15K
$63K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
693New |
$31.8K - $34.7K
|
693
$38.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
688+ 6.54% |
$31.6K - $34.5K
|
11.2K
$617K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
605+ 4.15% |
$27.8K - $30.3K
|
15.2K
$836K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
570New |
$26.2K - $28.6K
|
570
$31.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
568+ 1.04% |
$26.1K - $28.5K
|
55.4K
$3.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
553+ 0.39% |
$25.4K - $27.7K
|
143K
$7.88M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
529+ 0.9% |
$24.3K - $26.5K
|
59.3K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
503+ 3.03% |
$23.1K - $25.2K
|
17.1K
$941K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
474+ 6.99% |
$21.7K - $23.7K
|
7.26K
$400K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
470+ 3.42% |
$21.6K - $23.5K
|
14.2K
$783K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
463+ 3.52% |
$21.2K - $23.2K
|
13.6K
$749K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
455+ 1.51% |
$20.9K - $22.8K
|
30.5K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
423+ 7.44% |
$19.4K - $21.2K
|
6.11K
$336K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
409+ 32.05% |
$18.8K - $20.5K
|
1.69K
$92.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
400New |
$18.4K - $20K
|
400
$22K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
399New |
$18.3K - $20K
|
399
$22K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
381+ 1.55% |
$17.5K - $19.1K
|
25K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
375New |
$17.2K - $18.8K
|
375
$20.6K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
369+ 1.82% |
$16.9K - $18.5K
|
20.7K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
348New |
$16K - $17.4K
|
348
$19.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
335New |
$15.4K - $16.8K
|
335
$18.4K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
325New |
$14.9K - $16.3K
|
325
$17.9K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
315+ 0.15% |
$14.5K - $15.8K
|
215K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
285+ 1.54% |
$13.1K - $14.3K
|
18.8K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
280+ 8.81% |
$12.8K - $14K
|
3.46K
$190K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
272+ 5.24% |
$12.5K - $13.6K
|
5.47K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
267+ 2.67% |
$12.2K - $13.4K
|
10.3K
$566K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
250+ 3.53% |
$11.5K - $12.5K
|
7.33K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
249+ 0.15% |
$11.4K - $12.5K
|
170K
$9.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
243+ 0.42% |
$11.1K - $12.2K
|
58K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
228+ 0.76% |
$10.5K - $11.4K
|
30.3K
$1.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
217+ 2.5% |
$9.96K - $10.9K
|
8.89K
$489K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
217+ 8.46% |
$9.96K - $10.9K
|
2.78K
$153K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
207+ 3.74% |
$9.5K - $10.4K
|
5.74K
$316K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
200+ 2.02% |
$9.18K - $10K
|
10.1K
$556K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
195+ 0.41% |
$8.95K - $9.77K
|
47.4K
$2.61M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
195+ 2.49% |
$8.95K - $9.77K
|
8.04K
$443K
|