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 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
4.2KNew |
$199K - $211K
|
4.2K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.18KNew |
$198K - $209K
|
4.18K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.13K+ 28.3% |
$196K - $207K
|
18.7K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.12KNew |
$195K - $206K
|
4.12K
$227K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.04K+ 34.84% |
$191K - $202K
|
15.6K
$860K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.83K+ 1.27% |
$182K - $192K
|
305K
$16.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.68K+ 15.62% |
$174K - $184K
|
27.3K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.68K+ 1.6% |
$174K - $184K
|
234K
$12.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.66K+ 8.04% |
$174K - $184K
|
49.3K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.64K+ 6.23% |
$173K - $183K
|
62.1K
$3.42M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.63K+ 16.33% |
$172K - $182K
|
25.9K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.51KNew |
$166K - $176K
|
3.51K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.46K+ 17.49% |
$164K - $174K
|
23.3K
$1.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.45K+ 11.48% |
$163K - $173K
|
33.5K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.28K+ 16.53% |
$155K - $164K
|
23.1K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.27K+ 29.2% |
$155K - $164K
|
14.5K
$798K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.19K+ 0.83% |
$151K - $160K
|
386K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.11K+ 40.52% |
$147K - $156K
|
10.8K
$593K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3K+ 29.67% |
$142K - $150K
|
13.1K
$723K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.97K+ 3.18% |
$141K - $149K
|
96.4K
$5.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.97K+ 1.49% |
$141K - $149K
|
202K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.96K+ 28.18% |
$140K - $148K
|
13.5K
$742K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.96K+ 3.81% |
$140K - $148K
|
80.5K
$4.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.95K+ 0.56% |
$140K - $148K
|
531K
$29.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.91K+ 32.72% |
$138K - $146K
|
11.8K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.87K+ 5.66% |
$136K - $144K
|
53.5K
$2.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.82K+ 3.19% |
$133K - $141K
|
91K
$5.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.78K+ 5.45% |
$132K - $139K
|
53.8K
$2.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
2.77K+ 1.77% |
$131K - $139K
|
159K
$8.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.73K+ 2.03% |
$129K - $137K
|
137K
$7.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.71K+ 4.56% |
$128K - $135K
|
62K
$3.41M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.6K+ 46.36% |
$123K - $130K
|
8.22K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.56K+ 6.29% |
$121K - $128K
|
43.3K
$2.38M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.31K+ 1.75% |
$110K - $116K
|
134K
$7.39M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
2.28K+ 2.27% |
$108K - $114K
|
103K
$5.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.28K+ 12.91% |
$108K - $114K
|
19.9K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.22K+ 14.96% |
$105K - $111K
|
17K
$939K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.15K+ 6.96% |
$102K - $108K
|
33K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.14K+ 26.86% |
$102K - $107K
|
10.1K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.12K+ 30.87% |
$100K - $106K
|
8.98K
$494K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.08K+ 13.8% |
$98.5K - $104K
|
17.2K
$944K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.03K+ 1.02% |
$96.2K - $102K
|
201K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
2K+ 1.32% |
$94.6K - $100K
|
153K
$8.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.96K+ 8.3% |
$92.7K - $98K
|
25.5K
$1.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.95K+ 105.14% |
$92.1K - $97.4K
|
3.8K
$209K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.89K+ 0.76% |
$89.6K - $94.7K
|
250K
$13.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.86K+ 543.27% |
$88K - $93.1K
|
2.2K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.86K+ 1.91% |
$87.9K - $93K
|
98.8K
$5.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.85K+ 10.08% |
$87.6K - $92.6K
|
20.2K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.85K+ 0.44% |
$87.4K - $92.4K
|
424K
$23.3M
|