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 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 2.63% |
$64.5K - $68.2K
|
50.4K
$2.78M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.39K- 1.17% |
$65.7K - $69.4K
|
117K
$6.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 5.61% |
$68.4K - $72.3K
|
24.3K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.45K- 2.54% |
$68.4K - $72.4K
|
55.4K
$3.05M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.48K- 1.85% |
$70.1K - $74.1K
|
78.6K
$4.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.52K- 12.65% |
$71.9K - $76K
|
10.5K
$577K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.54K- 99.23% |
$72.9K - $77.1K
|
12
$661
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 2.89% |
$75.6K - $79.9K
|
53.6K
$2.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.61K- 2.12% |
$76K - $80.4K
|
74.1K
$4.08M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.66K- 16.19% |
$78.7K - $83.2K
|
8.6K
$474K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.71K- 19.77% |
$80.9K - $85.5K
|
6.93K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.74K- 0.68% |
$82.6K - $87.4K
|
255K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.94K- 23.46% |
$91.9K - $97.2K
|
6.33K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 7.87% |
$92.5K - $97.8K
|
22.8K
$1.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 12.92% |
$92.9K - $98.2K
|
13.2K
$728K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.97K- 19.04% |
$93.5K - $98.9K
|
8.39K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.99K- 7.3% |
$94.2K - $99.6K
|
25.2K
$1.39M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.99K- 2.21% |
$94.3K - $99.7K
|
87.9K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2K- 8.82% |
$94.8K - $100K
|
20.7K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.02K- 14.84% |
$95.6K - $101K
|
11.6K
$638K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.04K- 55.22% |
$96.4K - $102K
|
1.65K
$90.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.07K- 5.35% |
$98.1K - $104K
|
36.6K
$2.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.1K- 0.09% |
$99.3K - $105K
|
2.21M
$122M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.11K- 31.28% |
$100K - $106K
|
4.64K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.12K- 27.77% |
$100K - $106K
|
5.52K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.33K- 1.76% |
$110K - $117K
|
130K
$7.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.41K- 27.93% |
$114K - $121K
|
6.23K
$343K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 28.07% |
$117K - $123K
|
6.32K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.52K- 0.75% |
$119K - $126K
|
332K
$18.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.6K- 32.79% |
$123K - $130K
|
5.33K
$293K
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.68K- 34.1% |
$127K - $134K
|
5.18K
$285K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.75K- 0.88% |
$130K - $138K
|
309K
$17M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.85K- 9.04% |
$135K - $143K
|
28.6K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.94K- 31.07% |
$139K - $147K
|
6.52K
$359K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.95K- 21.71% |
$140K - $148K
|
10.6K
$585K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.97K- 5.82% |
$141K - $149K
|
48.1K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3K- 1.46% |
$142K - $150K
|
202K
$11.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.12K- 10.72% |
$148K - $156K
|
26K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.13K- 0.58% |
$148K - $157K
|
535K
$29.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.31K- 2.54% |
$157K - $166K
|
127K
$6.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.33K- 12.14% |
$158K - $167K
|
24.1K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.51K- 1.39% |
$166K - $176K
|
249K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-3.51K- 17.67% |
$166K - $176K
|
16.4K
$901K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.53K- 52.06% |
$167K - $177K
|
3.25K
$179K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.75K- 45.52% |
$178K - $188K
|
4.49K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.75K- 22.1% |
$178K - $188K
|
13.2K
$728K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.9K- 4.51% |
$185K - $195K
|
82.5K
$4.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.95K- 1.3% |
$187K - $198K
|
299K
$16.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.96K- 14.37% |
$188K - $198K
|
23.6K
$1.3M
|