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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 8.33% |
$194 - $211
|
52
$2.86K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.07% |
$146 - $159
|
4.36K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.49% |
$146 - $159
|
620
$34.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.01% |
$146 - $159
|
28K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2New |
$97 - $106
|
2
$110
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.01% |
$97 - $106
|
13.4K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
2+ 0.01% |
$97 - $106
|
13.8K
$760K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.46% |
$48.5 - $52.9
|
220
$12.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$48.5 - $52.9
|
26.3K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.49% |
$48.5 - $52.9
|
206
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$48.5 - $52.9
|
62.9K
$3.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.2% |
$48.5 - $52.9
|
84
$4.63K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$48.5 - $52.9
|
1
$55.1
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.21% |
$48.5 - $52.9
|
466
$25.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1- 0.01% |
$48.5 - $52.9
|
10.2K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3- 0.02% |
$146 - $159
|
13.6K
$751K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.04% |
$194 - $211
|
11.3K
$622K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-4- 11.76% |
$194 - $211
|
30
$1.65K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.13% |
$825 - $899
|
12.7K
$701K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-17- 0.02% |
$825 - $899
|
82.8K
$4.56M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-23- 0.07% |
$1.12K - $1.22K
|
31.2K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-24- 1.38% |
$1.16K - $1.27K
|
1.72K
$94.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-24- 0.28% |
$1.16K - $1.27K
|
8.58K
$472K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.24% |
$1.46K - $1.59K
|
12.2K
$673K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 0.49% |
$1.55K - $1.69K
|
6.56K
$361K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-35- 0.28% |
$1.7K - $1.85K
|
12.4K
$684K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-37- 0.49% |
$1.79K - $1.96K
|
7.45K
$410K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-39- 8.5% |
$1.89K - $2.06K
|
420
$23.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-39- 28.68% |
$1.89K - $2.06K
|
97
$5.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-48- 0.47% |
$2.33K - $2.54K
|
10.1K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-53- 1.26% |
$2.57K - $2.8K
|
4.15K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-60- 0.65% |
$2.91K - $3.17K
|
9.13K
$503K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-60- 0.68% |
$2.91K - $3.17K
|
8.75K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-64- 0.75% |
$3.1K - $3.38K
|
8.49K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75- 0.86% |
$3.64K - $3.96K
|
8.65K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-90- 0.47% |
$4.37K - $4.76K
|
19.1K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-93Closed |
$4.51K - $4.92K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-93- 0.04% |
$4.51K - $4.92K
|
261K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-95- 0.84% |
$4.61K - $5.02K
|
11.2K
$617K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-96- 1.81% |
$4.66K - $5.07K
|
5.2K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-96- 1.99% |
$4.66K - $5.07K
|
4.73K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-96- 0.73% |
$4.66K - $5.07K
|
13K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 6.06% |
$4.85K - $5.29K
|
1.55K
$85.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-113- 15.31% |
$5.48K - $5.97K
|
625
$34.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-114- 1.27% |
$5.53K - $6.03K
|
8.85K
$487K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-117- 1.22% |
$5.68K - $6.18K
|
9.51K
$524K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-120- 0.38% |
$5.82K - $6.34K
|
31.8K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-126- 1.38% |
$6.11K - $6.66K
|
8.98K
$494K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-130- 20.9% |
$6.31K - $6.87K
|
492
$27.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-143- 25.91% |
$6.94K - $7.56K
|
409
$22.5K
|