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 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.3K+ 14.72% |
$1.2M - $1.27M
|
197K
$10.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.2K+ 434.13% |
$1.19M - $1.26M
|
31K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
25.2KNew |
$1.19M - $1.26M
|
25.2K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.8K+ 7.77% |
$1.17M - $1.24M
|
344K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
24.7KNew |
$1.17M - $1.24M
|
24.7K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
24.5K+ 2128.65% |
$1.16M - $1.23M
|
25.7K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
24.3K+ 20.76% |
$1.15M - $1.22M
|
141K
$7.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.2K+ 8.52% |
$1.14M - $1.21M
|
308K
$16.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.8K+ 40.16% |
$1.13M - $1.19M
|
83K
$4.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
23.2K+ 64.19% |
$1.1M - $1.16M
|
59.4K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.8K+ 69.53% |
$1.08M - $1.14M
|
55.6K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.6K+ 2614.81% |
$1.07M - $1.13M
|
23.5K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
22.2K+ 2.57% |
$1.05M - $1.11M
|
885K
$48.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
22.1KNew |
$1.05M - $1.11M
|
22.1K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
21.8K+ 11.65% |
$1.03M - $1.09M
|
209K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.5K+ 3.49% |
$1.02M - $1.07M
|
636K
$34.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
21.2K+ 5.12% |
$1.01M - $1.06M
|
436K
$23.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21K+ 3.41% |
$997K - $1.05M
|
638K
$34.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
20.8K+ 18.9% |
$986K - $1.04M
|
131K
$7.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
20.7K+ 22.65% |
$981K - $1.04M
|
112K
$6.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
20.2K+ 7.97% |
$956K - $1.01M
|
273K
$15M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 66.67% |
$947K - $1M
|
50K
$2.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.6K+ 7.77% |
$928K - $982K
|
272K
$14.9M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
19.2K+ 4.67% |
$911K - $963K
|
431K
$23.6M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 5.95% |
$907K - $959K
|
341K
$18.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
18.7K+ 6.48% |
$887K - $938K
|
308K
$16.8M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.6K+ 200.16% |
$883K - $933K
|
27.9K
$1.53M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.8K+ 20.52% |
$841K - $889K
|
104K
$5.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
17.7K+ 97.02% |
$838K - $886K
|
35.9K
$1.96M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.6K+ 40.57% |
$836K - $884K
|
61.1K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
17.5K+ 14.64% |
$830K - $877K
|
137K
$7.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
17.5K+ 7.96% |
$828K - $875K
|
237K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
17.2K+ 53.41% |
$816K - $862K
|
49.5K
$2.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 114.95% |
$814K - $861K
|
32.1K
$1.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 2.47% |
$782K - $827K
|
684K
$37.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.2K+ 8.68% |
$769K - $813K
|
203K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15.7KNew |
$745K - $788K
|
15.7K
$860K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15.6K+ 14.4% |
$738K - $781K
|
124K
$6.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5K+ 23.08% |
$736K - $778K
|
82.9K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2K+ 32.72% |
$721K - $762K
|
61.7K
$3.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
15.1K+ 12.48% |
$713K - $754K
|
136K
$7.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14.9K+ 32.29% |
$705K - $745K
|
60.9K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.4K+ 8.64% |
$683K - $722K
|
181K
$9.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.2KNew |
$675K - $713K
|
14.2K
$778K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.7KNew |
$650K - $687K
|
13.7K
$750K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
13.2K+ 38.75% |
$627K - $663K
|
47.4K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 13.98% |
$621K - $657K
|
107K
$5.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
12.3K+ 14.82% |
$585K - $619K
|
95.7K
$5.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 10.67% |
$583K - $617K
|
128K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.3K+ 54.76% |
$582K - $616K
|
34.7K
$1.9M
|