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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-236K- 30.04% |
$11.2M - $11.8M
|
549K
$30.2M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-278K- 52.0% |
$13.2M - $13.9M
|
257K
$14.1M
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-340K- 81.82% |
$16.1M - $17M
|
75.6K
$4.16M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-387K- 50.83% |
$18.3M - $19.4M
|
374K
$20.6M
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-418K- 98.22% |
$19.8M - $20.9M
|
7.56K
$416K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-442K- 78.62% |
$20.9M - $22.1M
|
120K
$6.62M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-447K- 38.12% |
$21.2M - $22.4M
|
726K
$40M
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-606K- 39.29% |
$28.7M - $30.4M
|
937K
$51.6M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-781K- 15.88% |
$37M - $39.1M
|
4.14M
$228M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 11.03% |
$52.2M - $55.2M
|
8.89M
$490M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 11.03% |
$52.2M - $55.2M
|
8.89M
$490M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.12M- 36.19% |
$101M - $106M
|
3.74M
$206M
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-42.3M- 98.4% |
$2B - $2.12B
|
690K
$38M
|