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 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.3K- 3.14% |
$583K - $617K
|
380K
$19.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.2K- 3.17% |
$623K - $659K
|
402K
$20.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.2K- 36.61% |
$625K - $661K
|
22.8K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 15.57% |
$630K - $667K
|
72.2K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 1.63% |
$647K - $685K
|
822K
$42.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-16.2K- 4.37% |
$766K - $810K
|
354K
$18.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-16.9K- 32.33% |
$801K - $847K
|
35.4K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-17.2K- 1.56% |
$817K - $864K
|
1.09M
$55.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.8K- 2.38% |
$844K - $892K
|
729K
$37.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-18.2K- 4.81% |
$861K - $911K
|
360K
$18.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 61.79% |
$877K - $928K
|
11.5K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-18.6K- 1.21% |
$880K - $930K
|
1.52M
$77.8M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19.3K- 4.01% |
$912K - $964K
|
461K
$23.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20.4K- 2.97% |
$968K - $1.02M
|
667K
$34.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-21.8K- 25.79% |
$1.03M - $1.09M
|
62.9K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-22.2K- 9.16% |
$1.05M - $1.11M
|
220K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22.5K- 7.48% |
$1.06M - $1.13M
|
278K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-25.7K- 4.21% |
$1.22M - $1.29M
|
584K
$29.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-28.6K- 4.84% |
$1.35M - $1.43M
|
562K
$28.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-30.2K- 3.32% |
$1.43M - $1.51M
|
879K
$45.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30.2K- 6.31% |
$1.43M - $1.51M
|
449K
$23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.5K- 4.67% |
$1.45M - $1.53M
|
623K
$31.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-30.9K- 33.41% |
$1.46M - $1.55M
|
61.6K
$3.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-31.3K- 4.49% |
$1.48M - $1.57M
|
667K
$34.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-31.5K- 29.79% |
$1.49M - $1.58M
|
74.1K
$3.8M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-31.7K- 6.12% |
$1.5M - $1.59M
|
486K
$24.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-31.8K- 7.59% |
$1.51M - $1.6M
|
388K
$19.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-33.7K- 2.1% |
$1.59M - $1.69M
|
1.57M
$80.6M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 17.97% |
$1.67M - $1.77M
|
161K
$8.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-35.5K- 17.69% |
$1.68M - $1.78M
|
165K
$8.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-38.9K- 4.82% |
$1.84M - $1.95M
|
768K
$39.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-39.4K- 2.41% |
$1.87M - $1.97M
|
1.6M
$81.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-39.6K- 11.41% |
$1.87M - $1.98M
|
307K
$15.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-41.6K- 29.83% |
$1.97M - $2.08M
|
97.7K
$5.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45.3K- 65.02% |
$2.15M - $2.27M
|
24.4K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-50.5K- 46.39% |
$2.39M - $2.53M
|
58.3K
$2.99M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54.4K- 2.15% |
$2.58M - $2.72M
|
2.48M
$127M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-55.7K- 27.98% |
$2.64M - $2.79M
|
143K
$7.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.4K- 1.49% |
$2.67M - $2.82M
|
3.74M
$192M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-57.2K- 5.86% |
$2.71M - $2.86M
|
918K
$47.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-64.6K- 21.08% |
$3.06M - $3.24M
|
242K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70.4K- 88.55% |
$3.33M - $3.52M
|
9.1K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.5K- 13.89% |
$3.43M - $3.63M
|
450K
$23M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-79.3K- 11.92% |
$3.76M - $3.97M
|
586K
$30M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79.7K- 1.07% |
$3.78M - $3.99M
|
7.35M
$377M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-88.6K- 96.2% |
$4.2M - $4.44M
|
3.5K
$179K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-92K- 35.91% |
$4.36M - $4.61M
|
164K
$8.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-98.2K- 26.75% |
$4.65M - $4.92M
|
269K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-99K- 82.12% |
$4.69M - $4.96M
|
21.5K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-107K- 86.11% |
$5.06M - $5.35M
|
17.2K
$883K
|