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 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-3.51K- 17.67% |
$166K - $176K
|
16.4K
$829K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.53K- 52.06% |
$167K - $177K
|
3.25K
$165K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.75K- 45.52% |
$178K - $188K
|
4.49K
$227K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.75K- 22.1% |
$178K - $188K
|
13.2K
$670K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.9K- 4.51% |
$185K - $195K
|
82.5K
$4.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.95K- 1.3% |
$187K - $198K
|
299K
$15.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.96K- 14.37% |
$188K - $198K
|
23.6K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 3.24% |
$188K - $198K
|
118K
$5.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 40.31% |
$193K - $205K
|
6.05K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.1K- 9.69% |
$194K - $205K
|
38.2K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.42K- 1.55% |
$210K - $222K
|
280K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.48K- 50.32% |
$212K - $225K
|
4.43K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.65K- 4.44% |
$220K - $233K
|
100K
$5.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-4.65K- 2.27% |
$220K - $233K
|
200K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4.86K- 0.97% |
$230K - $243K
|
496K
$25.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.93K- 16.07% |
$234K - $247K
|
25.8K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.16K- 3.02% |
$244K - $258K
|
166K
$8.4M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.19K- 46.57% |
$246K - $260K
|
5.96K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.34K- 0.36% |
$253K - $267K
|
1.48M
$75M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.57K- 7.28% |
$264K - $279K
|
70.9K
$3.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.64K- 1.44% |
$267K - $282K
|
385K
$19.5M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-6.15K- 28.08% |
$291K - $308K
|
15.8K
$798K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.31K- 47.03% |
$299K - $316K
|
7.11K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 1.09% |
$301K - $319K
|
579K
$29.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.46K- 4.46% |
$306K - $324K
|
139K
$7.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.49K- 22.7% |
$307K - $325K
|
22.1K
$1.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.56K- 1.68% |
$311K - $329K
|
384K
$19.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.69K- 2.35% |
$317K - $335K
|
278K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.71K- 15.54% |
$318K - $336K
|
36.5K
$1.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.83K- 3.34% |
$324K - $342K
|
198K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7.38K- 7.67% |
$350K - $370K
|
88.9K
$4.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.47K- 0.67% |
$354K - $374K
|
1.11M
$56.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-7.6K- 10.19% |
$360K - $381K
|
67K
$3.39M
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.79K- 4.52% |
$369K - $390K
|
164K
$8.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.13K- 6.88% |
$385K - $407K
|
110K
$5.57M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.46K- 4.67% |
$401K - $424K
|
173K
$8.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.46K- 4.67% |
$401K - $424K
|
173K
$8.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.59K- 7.32% |
$407K - $430K
|
109K
$5.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.87K- 2.24% |
$420K - $444K
|
388K
$19.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-9.03K- 1.03% |
$428K - $452K
|
866K
$43.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.21K- 1.86% |
$436K - $461K
|
486K
$24.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-9.24K- 89.68% |
$438K - $463K
|
1.06K
$53.9K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9.44K- 3.76% |
$447K - $473K
|
242K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-10.1K- 64.46% |
$477K - $505K
|
5.56K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 9.91% |
$533K - $564K
|
102K
$5.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-11.7K- 8.59% |
$553K - $585K
|
124K
$6.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.3K- 3.14% |
$583K - $617K
|
380K
$19.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.2K- 3.17% |
$623K - $659K
|
402K
$20.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.2K- 36.61% |
$625K - $661K
|
22.8K
$1.16M
|