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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-83- 0.94% |
$3.93K - $4.16K
|
8.73K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-84- 0.52% |
$3.98K - $4.21K
|
16.1K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-91- 0.65% |
$4.31K - $4.56K
|
13.8K
$707K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-94- 13.45% |
$4.45K - $4.71K
|
605
$31K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-96- 5.99% |
$4.55K - $4.81K
|
1.51K
$77.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-98- 0.18% |
$4.64K - $4.91K
|
53.3K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-104- 43.33% |
$4.93K - $5.21K
|
136
$6.97K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-106- 1.01% |
$5.02K - $5.31K
|
10.4K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-107- 0.02% |
$5.07K - $5.36K
|
450K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-113- 0.71% |
$5.35K - $5.66K
|
15.7K
$807K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-113- 0.11% |
$5.35K - $5.66K
|
99.1K
$5.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-116- 2.24% |
$5.49K - $5.81K
|
5.06K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-144- 2.3% |
$6.82K - $7.21K
|
6.13K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-144- 0.32% |
$6.82K - $7.21K
|
45.2K
$2.32M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-149- 0.91% |
$7.06K - $7.46K
|
16.2K
$830K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-161- 1.81% |
$7.63K - $8.06K
|
8.75K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-163Closed |
$7.72K - $8.16K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 22.73% |
$7.82K - $8.26K
|
561
$28.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-171- 0.21% |
$8.1K - $8.57K
|
82.8K
$4.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-174- 66.92% |
$8.24K - $8.72K
|
86
$4.41K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-175- 0.56% |
$8.29K - $8.77K
|
31.2K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-175- 2.97% |
$8.29K - $8.77K
|
5.72K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-176- 4.07% |
$8.34K - $8.82K
|
4.15K
$213K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-176- 0.62% |
$8.34K - $8.82K
|
28K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-180- 1.97% |
$8.53K - $9.02K
|
8.96K
$459K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-197- 3.4% |
$9.33K - $9.87K
|
5.61K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-200- 1.98% |
$9.47K - $10K
|
9.9K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209- 2.85% |
$9.9K - $10.5K
|
7.14K
$366K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-209- 1.86% |
$9.9K - $10.5K
|
11K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-215- 3.46% |
$10.2K - $10.8K
|
5.99K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-220- 1.7% |
$10.4K - $11K
|
12.7K
$653K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-224- 3.26% |
$10.6K - $11.2K
|
6.64K
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-234- 0.31% |
$11.1K - $11.7K
|
75.3K
$3.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-238- 1.39% |
$11.3K - $11.9K
|
16.9K
$868K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-261- 3.5% |
$12.4K - $13.1K
|
7.2K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-267- 2.09% |
$12.6K - $13.4K
|
12.5K
$642K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-269- 2.69% |
$12.7K - $13.5K
|
9.73K
$499K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-270- 6.04% |
$12.8K - $13.5K
|
4.2K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-270- 76.49% |
$12.8K - $13.5K
|
83
$4.25K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-276- 8.75% |
$13.1K - $13.8K
|
2.88K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-278- 11.19% |
$13.2K - $13.9K
|
2.21K
$113K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-284- 0.23% |
$13.5K - $14.2K
|
123K
$6.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-284- 2.03% |
$13.5K - $14.2K
|
13.7K
$701K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-296- 14.52% |
$14K - $14.8K
|
1.74K
$89.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-300- 4.05% |
$14.2K - $15K
|
7.1K
$364K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-326- 1.06% |
$15.4K - $16.3K
|
30.3K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-353- 7.83% |
$16.7K - $17.7K
|
4.16K
$213K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-364- 3.81% |
$17.2K - $18.2K
|
9.19K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-366- 0.58% |
$17.3K - $18.3K
|
62.9K
$3.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-388- 0.83% |
$18.4K - $19.4K
|
46.4K
$2.38M
|