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 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-119K- 33.82% |
$5.65M - $5.98M
|
234K
$12M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-131K- 51.5% |
$6.19M - $6.54M
|
123K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-131K- 9.57% |
$6.2M - $6.55M
|
1.24M
$63.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-132K- 31.29% |
$6.23M - $6.59M
|
289K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 4.3% |
$6.4M - $6.77M
|
3.01M
$154M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-136K- 37.75% |
$6.42M - $6.79M
|
224K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136K- 60.15% |
$6.44M - $6.8M
|
90K
$4.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157K- 67.81% |
$7.43M - $7.86M
|
74.5K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-175K- 19.38% |
$8.29M - $8.77M
|
728K
$37.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-175K- 47.41% |
$8.31M - $8.78M
|
195K
$9.97M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-180K- 4.08% |
$8.52M - $9.01M
|
4.23M
$217M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-184K- 9.41% |
$8.71M - $9.21M
|
1.77M
$90.7M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-202K- 10.37% |
$9.56M - $10.1M
|
1.74M
$89.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-205K- 3.29% |
$9.73M - $10.3M
|
6.03M
$309M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-233K- 9.35% |
$11M - $11.7M
|
2.26M
$116M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-236K- 30.04% |
$11.2M - $11.8M
|
549K
$28.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-278K- 52.0% |
$13.2M - $13.9M
|
257K
$13.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-287K- 5.15% |
$13.6M - $14.4M
|
5.28M
$271M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-295K- 3.21% |
$14M - $14.8M
|
8.89M
$456M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-340K- 81.82% |
$16.1M - $17M
|
75.6K
$3.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-387K- 50.83% |
$18.3M - $19.4M
|
374K
$19.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-418K- 98.22% |
$19.8M - $20.9M
|
7.56K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-442K- 78.62% |
$20.9M - $22.1M
|
120K
$6.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-447K- 38.12% |
$21.2M - $22.4M
|
726K
$37.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-606K- 39.29% |
$28.7M - $30.4M
|
937K
$48M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-781K- 15.88% |
$37M - $39.1M
|
4.14M
$212M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-969K- 74.49% |
$45.9M - $48.5M
|
332K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 11.03% |
$52.2M - $55.2M
|
8.89M
$456M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 11.03% |
$52.2M - $55.2M
|
8.89M
$456M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.12M- 36.19% |
$101M - $106M
|
3.74M
$192M
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-42.3M- 98.4% |
$2B - $2.12B
|
690K
$35.3M
|