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 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.85K+ 40.82% |
$87.4K - $92.4K
|
6.37K
$348K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.83K+ 3.76% |
$86.7K - $91.7K
|
50.5K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 0.06% |
$86.7K - $91.7K
|
2.96M
$162M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.82K+ 1.35% |
$86.3K - $91.3K
|
136K
$7.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$83.9K - $88.7K
|
1.77K
$96.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 6.77% |
$82.4K - $87.2K
|
27.4K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.63K+ 7.33% |
$77.3K - $81.7K
|
23.9K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63K+ 407.27% |
$77K - $81.4K
|
2.02K
$111K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.62K+ 0.8% |
$76.6K - $81K
|
204K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.53K+ 0.89% |
$72.7K - $76.8K
|
174K
$9.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.53K+ 1.69% |
$72.2K - $76.4K
|
91.8K
$5.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.47K+ 4.85% |
$69.6K - $73.6K
|
31.8K
$1.74M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
1.47KNew |
$69.5K - $73.5K
|
1.47K
$80.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.44K+ 26.36% |
$68.3K - $72.2K
|
6.91K
$378K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.44KNew |
$68.1K - $72K
|
1.44K
$78.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.43K+ 206.64% |
$67.8K - $71.7K
|
2.13K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.43K+ 0.26% |
$67.7K - $71.6K
|
557K
$30.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.4K+ 13.57% |
$66.1K - $69.9K
|
11.7K
$639K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.37K+ 3.16% |
$64.7K - $68.4K
|
44.6K
$2.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.35KNew |
$63.8K - $67.4K
|
1.35K
$73.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
1.34K+ 2.19% |
$63.4K - $67.1K
|
62.6K
$3.42M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.34K+ 7.15% |
$63.3K - $66.9K
|
20K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 42.77% |
$60K - $63.4K
|
4.23K
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 14.46% |
$59.4K - $62.8K
|
9.92K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.24KNew |
$58.7K - $62.1K
|
1.24K
$67.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.18K+ 5.04% |
$55.9K - $59.1K
|
24.6K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.16K+ 0.81% |
$55.1K - $58.3K
|
144K
$7.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.11K+ 4.2% |
$52.7K - $55.7K
|
27.6K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.11KNew |
$52.5K - $55.5K
|
1.11K
$60.6K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.02K+ 3.31% |
$48.1K - $50.9K
|
31.7K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 0.13% |
$47.7K - $50.4K
|
786K
$43M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
984+ 3.93% |
$46.6K - $49.3K
|
26K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
983+ 4.87% |
$46.6K - $49.2K
|
21.2K
$1.16M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
982+ 0.63% |
$46.5K - $49.2K
|
158K
$8.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
961+ 17.19% |
$45.5K - $48.1K
|
6.55K
$358K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
959+ 0.49% |
$45.4K - $48K
|
198K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
950+ 5.12% |
$45K - $47.6K
|
19.5K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
942+ 27.03% |
$44.6K - $47.2K
|
4.43K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
935+ 0.35% |
$44.3K - $46.8K
|
270K
$14.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
909+ 11.35% |
$43.1K - $45.5K
|
8.92K
$488K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
886+ 5.25% |
$42K - $44.4K
|
17.7K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
884+ 1.69% |
$41.9K - $44.3K
|
53.1K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
864+ 6.08% |
$40.9K - $43.3K
|
15.1K
$824K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
861+ 13.45% |
$40.8K - $43.1K
|
7.26K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
861+ 13.45% |
$40.8K - $43.1K
|
7.26K
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
848+ 71.2% |
$40.2K - $42.5K
|
2.04K
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
840+ 1.09% |
$39.8K - $42.1K
|
78.1K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
832+ 2.78% |
$39.4K - $41.7K
|
30.8K
$1.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
779+ 3.77% |
$36.9K - $39K
|
21.5K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
779New |
$36.9K - $39K
|
779
$42.6K
|