Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
42.3M+ 6166.33% |
$2B - $2.12B
|
43M
$2.35B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.54M+ 7.58% |
$120M - $127M
|
36M
$1.97B
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.33M+ 1.79% |
$62.8M - $66.4M
|
75.2M
$4.11B
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.05M+ 42.0% |
$49.5M - $52.4M
|
3.54M
$193M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
838K+ 2863.33% |
$39.7M - $42M
|
867K
$47.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
816K+ 25.7% |
$38.6M - $40.9M
|
3.99M
$218M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
546K+ 1419.77% |
$25.8M - $27.3M
|
584K
$31.9M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
512K+ 13.21% |
$24.3M - $25.6M
|
4.39M
$240M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
436K+ 2.25% |
$20.7M - $21.9M
|
19.8M
$1.08B
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
386KNew |
$18.3M - $19.4M
|
386K
$21.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
345KNew |
$16.4M - $17.3M
|
345K
$18.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
340K+ 28.47% |
$16.1M - $17.1M
|
1.54M
$84M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
336K+ 207.71% |
$15.9M - $16.8M
|
497K
$27.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
320KNew |
$15.2M - $16M
|
320K
$17.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
311K+ 13.34% |
$14.7M - $15.6M
|
2.64M
$144M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
306KNew |
$14.5M - $15.3M
|
306K
$16.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
305KNew |
$14.5M - $15.3M
|
305K
$16.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
261KNew |
$12.4M - $13.1M
|
261K
$14.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
259K+ 41.16% |
$12.3M - $13M
|
887K
$48.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
249K+ 421.72% |
$11.8M - $12.5M
|
308K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
224K+ 7.33% |
$10.6M - $11.2M
|
3.27M
$179M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
210K+ 7.16% |
$9.95M - $10.5M
|
3.14M
$172M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
208K+ 5.69% |
$9.85M - $10.4M
|
3.86M
$211M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
197K+ 3.86% |
$9.31M - $9.84M
|
5.28M
$289M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
193KNew |
$9.16M - $9.69M
|
193K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
187K+ 18.14% |
$8.87M - $9.38M
|
1.22M
$66.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
184K+ 4.38% |
$8.71M - $9.21M
|
4.38M
$239M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
177K+ 3058.95% |
$8.38M - $8.86M
|
183K
$9.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
171K+ 73.65% |
$8.11M - $8.58M
|
404K
$22.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
161K+ 1661.47% |
$7.61M - $8.05M
|
170K
$9.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
153K+ 286.04% |
$7.25M - $7.67M
|
207K
$11.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
138K+ 31.64% |
$6.54M - $6.92M
|
575K
$31.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
128K+ 7.96% |
$6.08M - $6.42M
|
1.74M
$95.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
123KNew |
$5.83M - $6.17M
|
123K
$6.73M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
122K+ 126.22% |
$5.79M - $6.12M
|
219K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116K+ 4859.92% |
$5.49M - $5.8M
|
118K
$6.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
114K+ 132.05% |
$5.4M - $5.71M
|
200K
$11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 30.62% |
$4.99M - $5.27M
|
449K
$24.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
100K+ 79.82% |
$4.74M - $5.01M
|
225K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
98.1K+ 2.64% |
$4.65M - $4.91M
|
3.82M
$209M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
97.7K+ 846.71% |
$4.63M - $4.9M
|
109K
$5.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
97.4KNew |
$4.61M - $4.88M
|
97.4K
$5.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
96.4KNew |
$4.57M - $4.83M
|
96.4K
$5.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
96.2K+ 7.04% |
$4.56M - $4.82M
|
1.46M
$80M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
96.1KNew |
$4.55M - $4.81M
|
96.1K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.6K+ 1.48% |
$4.2M - $4.44M
|
6.06M
$331M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
88.5K+ 17.76% |
$4.19M - $4.44M
|
587K
$32.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
86.1K+ 112.03% |
$4.08M - $4.31M
|
163K
$8.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
84.1K+ 1.36% |
$3.99M - $4.21M
|
6.27M
$343M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
83KNew |
$3.93M - $4.16M
|
83K
$4.54M
|