Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.19M+ 187.13% |
$398M - $433M
|
12.6M
$687M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.21M+ 67543.5% |
$156M - $169M
|
3.21M
$176M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18M+ 8.83% |
$154M - $168M
|
39.2M
$2.14B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59M+ 26.29% |
$77.3M - $84.2M
|
7.66M
$419M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.46M+ 1.94% |
$70.9M - $77.3M
|
76.7M
$4.19B
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.36M+ 1525.13% |
$66M - $71.9M
|
1.45M
$79.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03M+ 34.98% |
$50.2M - $54.7M
|
3.99M
$218M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
991K+ 15.8% |
$48.1M - $52.4M
|
7.26M
$397M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
856K+ 10822.0% |
$41.5M - $45.2M
|
864K
$47.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
696K+ 7.83% |
$33.8M - $36.8M
|
9.59M
$524M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
646K+ 68.38% |
$31.3M - $34.1M
|
1.59M
$86.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
614K+ 113776.3% |
$29.8M - $32.5M
|
615K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
582K+ 1371.78% |
$28.2M - $30.7M
|
624K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
576K+ 17.69% |
$27.9M - $30.4M
|
3.83M
$209M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
508K+ 3702.38% |
$24.6M - $26.8M
|
522K
$28.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
482K+ 847.02% |
$23.4M - $25.5M
|
539K
$29.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
478K+ 896.53% |
$23.2M - $25.3M
|
531K
$29M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
461K+ 2.32% |
$22.4M - $24.4M
|
20.3M
$1.11B
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
428K+ 132.48% |
$20.8M - $22.6M
|
751K
$41.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
415K+ 16.77% |
$20.2M - $22M
|
2.89M
$158M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
409KNew |
$19.8M - $21.6M
|
409K
$22.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
408K+ 734.96% |
$19.8M - $21.6M
|
464K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
396K+ 25.21% |
$19.2M - $20.9M
|
1.96M
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
384KNew |
$18.6M - $20.3M
|
384K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
358K+ 40.38% |
$17.4M - $18.9M
|
1.24M
$68.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
332KNew |
$16.1M - $17.5M
|
332K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
322KNew |
$15.6M - $17M
|
322K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
305K+ 9.73% |
$14.8M - $16.1M
|
3.43M
$188M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
303K+ 5.03% |
$14.7M - $16M
|
6.33M
$346M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
299KNew |
$14.5M - $15.8M
|
299K
$16.3M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
294KNew |
$14.2M - $15.5M
|
294K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
293KNew |
$14.2M - $15.5M
|
293K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
287K+ 5.43% |
$13.9M - $15.2M
|
5.57M
$304M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
286K+ 6.52% |
$13.9M - $15.1M
|
4.67M
$256M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
256K+ 7.23% |
$12.4M - $13.5M
|
3.79M
$207M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
234K+ 22.13% |
$11.4M - $12.4M
|
1.29M
$70.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
212K+ 5.11% |
$10.3M - $11.2M
|
4.35M
$238M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
208K+ 274.77% |
$10.1M - $11M
|
283K
$15.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
179K+ 39.86% |
$8.69M - $9.47M
|
629K
$34.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
164KNew |
$7.96M - $8.67M
|
164K
$8.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
159K+ 10.09% |
$7.7M - $8.39M
|
1.73M
$94.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
143KNew |
$6.95M - $7.58M
|
143K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
141KNew |
$6.82M - $7.43M
|
141K
$7.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
140K+ 1.91% |
$6.82M - $7.43M
|
7.49M
$410M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
137K+ 359.77% |
$6.67M - $7.26M
|
176K
$9.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137KNew |
$6.66M - $7.26M
|
137K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
137K+ 7.53% |
$6.64M - $7.23M
|
1.95M
$107M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
135K+ 23.57% |
$6.57M - $7.16M
|
710K
$38.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
135K+ 77.42% |
$6.55M - $7.14M
|
309K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
135KNew |
$6.54M - $7.13M
|
135K
$7.38M
|