Purchases and Sales Made in Q2 2024 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 26, 2024 Q2 2024
Wealth Advisory Solutions, LLC

BUY
 -
7.4K
New
$351K - $371K
7.4K $390K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
7.38K
+ 22.32%
$349K - $370K
40.4K $2.13M
Oct 23, 2024 Q2 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
7.38K
+ 1.65%
$349K - $369K
454K $23.9M
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
7.37K
+ 66.61%
$349K - $369K
18.4K $972K
Jul 22, 2024 Q2 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
7.32K
+ 2.11%
$347K - $367K
354K $18.6M
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
7.28K
+ 7.09%
$345K - $365K
110K $5.8M
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
7.01K
+ 28.21%
$332K - $351K
31.9K $1.68M
Jul 19, 2024 Q2 2024
Demars Financial Group, LLC

BUY
 -
7K
+ 2.42%
$332K - $351K
296K $15.6M
Aug 09, 2024 Q2 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
6.99K
New
$331K - $350K
6.99K $369K
Aug 13, 2024 Q2 2024
Mount Yale Investment Advisors, LLC

BUY
 -
6.94K
+ 0.51%
$329K - $348K
1.37M $72.4M
Jul 10, 2024 Q2 2024
Buttonwood Financial Group, LLC

BUY
 -
6.89K
+ 3.89%
$326K - $345K
184K $9.7M
Aug 09, 2024 Q2 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
6.89K
+ 4.06%
$326K - $345K
176K $9.29M
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
6.88K
+ 18.28%
$326K - $345K
44.5K $2.35M
Aug 14, 2024 Q2 2024
Drucker Wealth 3.0, LLC

Woodcliff Lake, NJ
BUY
 -
6.68K
New
$316K - $334K
6.68K $352K
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
6.65K
+ 182.85%
$315K - $333K
10.3K $542K
Jul 25, 2024 Q2 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
6.53K
New
$309K - $327K
6.53K $344K
Aug 14, 2024 Q2 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
6.4K
+ 149.03%
$303K - $320K
10.7K $564K
Jul 29, 2024 Q2 2024
Arjuna Capital

BUY
 -
6.39K
New
$303K - $320K
6.39K $337K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
6.39K
+ 1193.83%
$303K - $320K
6.92K $365K
Jul 30, 2024 Q2 2024
Navalign, LLC

BUY
 -
6.35K
+ 1.88%
$301K - $318K
345K $18.2M
Jul 12, 2024 Q2 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
6.28K
New
$297K - $315K
6.28K $331K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
6.25K
+ 108.47%
$296K - $313K
12K $633K
Aug 02, 2024 Q2 2024
Km Capital Management Ltd.

Austin, TX
BUY
 -
6.16K
New
$292K - $308K
6.16K $325K
Jul 18, 2024 Q2 2024
Shilanski & Associates, Inc.

BUY
 -
6.14K
+ 3.74%
$291K - $307K
170K $8.97M
Aug 06, 2024 Q2 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
6.1K
New
$289K - $305K
6.1K $321K
Aug 02, 2024 Q2 2024
Money Concepts Capital Corp

BUY
 -
6.01K
+ 11.76%
$285K - $301K
57.1K $3.01M
Aug 28, 2024 Q2 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
5.95K
New
$282K - $298K
5.95K $314K
Jul 15, 2024 Q2 2024
First Community Trust Na

BUY
 -
5.8K
New
$275K - $291K
5.8K $306K
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
5.76K
+ 2.54%
$273K - $289K
232K $12.2M
Jul 12, 2024 Q2 2024
Harbor Group, Inc.

BUY
 -
5.69K
+ 1.38%
$269K - $285K
419K $22.1M
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
5.67K
+ 0.78%
$269K - $284K
731K $38.6M
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
5.54K
+ 673.48%
$262K - $277K
6.36K $335K
Aug 05, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
5.46K
New
$258K - $273K
5.46K $288K
Aug 14, 2024 Q2 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
5.31K
+ 9.08%
$251K - $266K
63.8K $3.36M
Aug 02, 2024 Q2 2024
Kaizen Financial Strategies

BUY
 -
5.03K
New
$238K - $252K
5.03K $265K
Aug 06, 2024 Q2 2024
Lynch & Associates

BUY
 -
5.03K
+ 3.73%
$238K - $252K
140K $7.37M
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.01K
+ 7.26%
$237K - $251K
74.1K $3.9M
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
4.96K
+ 28.07%
$235K - $248K
22.6K $1.19M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
4.9K
New
$232K - $246K
4.9K $258K
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.85K
+ 7.04%
$230K - $243K
73.8K $3.89M
Jul 30, 2024 Q2 2024
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
4.77K
+ 10.03%
$226K - $239K
52.3K $2.76M
Aug 14, 2024 Q2 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
4.75K
New
$225K - $238K
4.75K $250K
Aug 08, 2024 Q2 2024
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
4.73K
+ 3.76%
$224K - $237K
130K $6.88M
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
4.66K
New
$221K - $233K
4.66K $245K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
4.64K
New
$220K - $232K
4.64K $245K
Jul 25, 2024 Q2 2024
Salomon & Ludwin, LLC

BUY
 -
4.64K
+ 9.09%
$220K - $232K
55.7K $2.93M
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
4.6K
+ 63.42%
$218K - $231K
11.9K $625K
Jul 17, 2024 Q2 2024
Gen Wealth Group, Inc.

BUY
 -
4.49K
+ 2.59%
$213K - $225K
177K $9.36M
Jul 26, 2024 Q2 2024
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
4.36K
New
$207K - $218K
4.36K $230K

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