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 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
187+ 2.73% |
$8.58K - $9.37K
|
7.05K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
174New |
$7.98K - $8.72K
|
174
$9.51K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
164+ 2.45% |
$7.52K - $8.22K
|
6.85K
$375K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
152New |
$6.97K - $7.62K
|
152
$8.31K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 7.04% |
$6.88K - $7.52K
|
2.28K
$125K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
118New |
$5.41K - $5.91K
|
118
$6.45K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
117+ 0.67% |
$5.37K - $5.86K
|
17.7K
$966K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
116+ 1.24% |
$5.32K - $5.81K
|
9.45K
$516K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
105+ 0.3% |
$4.82K - $5.26K
|
35.4K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
105+ 0.3% |
$4.82K - $5.26K
|
35.4K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
95+ 0.44% |
$4.36K - $4.76K
|
21.6K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
94+ 15.54% |
$4.31K - $4.71K
|
699
$38.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
84+ 0.52% |
$3.85K - $4.21K
|
16.2K
$885K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
82+ 1.13% |
$3.76K - $4.11K
|
7.35K
$402K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 0.72% |
$3.72K - $4.06K
|
11.3K
$620K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
74+ 0.09% |
$3.4K - $3.71K
|
83K
$4.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
71+ 0.5% |
$3.26K - $3.56K
|
14.3K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
71+ 0.2% |
$3.26K - $3.56K
|
34.9K
$1.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
71+ 1.61% |
$3.26K - $3.56K
|
4.48K
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
69+ 0.18% |
$3.17K - $3.46K
|
38.4K
$2.1M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
65+ 0.21% |
$2.98K - $3.26K
|
31.4K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.51% |
$2.84K - $3.11K
|
12.1K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
60+ 17.14% |
$2.75K - $3.01K
|
410
$22.4K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
59New |
$2.71K - $2.96K
|
59
$3.23K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59+ 0.25% |
$2.71K - $2.96K
|
23.4K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
58+ 0.35% |
$2.66K - $2.91K
|
16.4K
$898K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.45% |
$2.62K - $2.86K
|
12.9K
$703K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
51New |
$2.34K - $2.56K
|
51
$2.79K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
48+ 0.61% |
$2.2K - $2.4K
|
7.86K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
47+ 0.37% |
$2.16K - $2.35K
|
12.7K
$693K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
43+ 0.66% |
$1.97K - $2.15K
|
6.6K
$361K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
42+ 0.84% |
$1.93K - $2.1K
|
5.06K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
41+ 0.52% |
$1.88K - $2.05K
|
7.9K
$432K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
41+ 0.52% |
$1.88K - $2.05K
|
7.93K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.15% |
$1.88K - $2.05K
|
27.6K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
40+ 3.79% |
$1.84K - $2K
|
1.1K
$59.9K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
39+ 0.49% |
$1.79K - $1.95K
|
7.98K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
35+ 0.33% |
$1.61K - $1.75K
|
10.8K
$590K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
35+ 0.34% |
$1.61K - $1.75K
|
10.3K
$562K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35+ 0.19% |
$1.61K - $1.75K
|
18.4K
$1M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
25+ 0.14% |
$1.15K - $1.25K
|
17.6K
$961K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
21+ 0.03% |
$963 - $1.05K
|
76.5K
$4.18M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
21+ 0.39% |
$963 - $1.05K
|
5.4K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
21+ 0.16% |
$963 - $1.05K
|
12.8K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 0.5% |
$918 - $1K
|
4.03K
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
19+ 0.03% |
$872 - $952
|
61.2K
$3.35M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
16+ 88.89% |
$734 - $802
|
34
$1.86K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11+ 0.09% |
$505 - $551
|
11.9K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11+ 0.56% |
$505 - $551
|
1.99K
$109K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8+ 0.06% |
$367 - $401
|
12.8K
$699K
|