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
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20.4K- 2.97% |
$968K - $1.02M
|
667K
$36.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-21.8K- 25.79% |
$1.03M - $1.09M
|
62.9K
$3.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-22.2K- 9.16% |
$1.05M - $1.11M
|
220K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22.5K- 7.48% |
$1.06M - $1.13M
|
278K
$15.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-25.7K- 4.21% |
$1.22M - $1.29M
|
584K
$32.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-28.6K- 4.84% |
$1.35M - $1.43M
|
562K
$30.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-30.2K- 3.32% |
$1.43M - $1.51M
|
879K
$48.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30.2K- 6.31% |
$1.43M - $1.51M
|
449K
$24.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.5K- 4.67% |
$1.45M - $1.53M
|
623K
$34.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-30.9K- 33.41% |
$1.46M - $1.55M
|
61.6K
$3.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-31.3K- 4.49% |
$1.48M - $1.57M
|
667K
$36.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-31.5K- 29.79% |
$1.49M - $1.58M
|
74.1K
$4.08M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-31.7K- 6.12% |
$1.5M - $1.59M
|
486K
$26.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-31.8K- 7.59% |
$1.51M - $1.6M
|
388K
$21.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-33.7K- 2.1% |
$1.59M - $1.69M
|
1.57M
$86.6M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 17.97% |
$1.67M - $1.77M
|
161K
$8.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-35.5K- 17.69% |
$1.68M - $1.78M
|
165K
$9.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-38.9K- 4.82% |
$1.84M - $1.95M
|
768K
$42.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-39.4K- 2.41% |
$1.87M - $1.97M
|
1.6M
$87.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-39.6K- 11.41% |
$1.87M - $1.98M
|
307K
$16.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-41.6K- 29.83% |
$1.97M - $2.08M
|
97.7K
$5.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45.3K- 65.02% |
$2.15M - $2.27M
|
24.4K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-50.5K- 46.39% |
$2.39M - $2.53M
|
58.3K
$3.21M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54.4K- 2.15% |
$2.58M - $2.72M
|
2.48M
$136M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.4K- 1.49% |
$2.67M - $2.82M
|
3.74M
$206M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-57.2K- 5.86% |
$2.71M - $2.86M
|
918K
$50.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-64.6K- 21.08% |
$3.06M - $3.24M
|
242K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70.4K- 88.55% |
$3.33M - $3.52M
|
9.1K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.5K- 13.89% |
$3.43M - $3.63M
|
450K
$24.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-79.3K- 11.92% |
$3.76M - $3.97M
|
586K
$32.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79.7K- 1.07% |
$3.78M - $3.99M
|
7.35M
$405M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-88.6K- 96.2% |
$4.2M - $4.44M
|
3.5K
$193K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-92K- 35.91% |
$4.36M - $4.61M
|
164K
$9.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-98.2K- 26.75% |
$4.65M - $4.92M
|
269K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-99K- 82.12% |
$4.69M - $4.96M
|
21.5K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-107K- 86.11% |
$5.06M - $5.35M
|
17.2K
$948K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-119K- 33.82% |
$5.65M - $5.98M
|
234K
$12.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-131K- 51.5% |
$6.19M - $6.54M
|
123K
$6.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-131K- 9.57% |
$6.2M - $6.55M
|
1.24M
$68M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-132K- 31.29% |
$6.23M - $6.59M
|
289K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 4.3% |
$6.4M - $6.77M
|
3.01M
$166M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-136K- 37.75% |
$6.42M - $6.79M
|
224K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136K- 60.15% |
$6.44M - $6.8M
|
90K
$4.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157K- 67.81% |
$7.43M - $7.86M
|
74.5K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-175K- 19.38% |
$8.29M - $8.77M
|
728K
$40.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-175K- 47.41% |
$8.31M - $8.78M
|
195K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-184K- 9.41% |
$8.71M - $9.21M
|
1.77M
$97.4M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-202K- 10.37% |
$9.56M - $10.1M
|
1.74M
$96.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-205K- 3.29% |
$9.73M - $10.3M
|
6.03M
$332M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-233K- 9.35% |
$11M - $11.7M
|
2.26M
$124M
|