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 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
36+ 0.33% |
$1.75K - $1.9K
|
10.9K
$556K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
35+ 0.37% |
$1.7K - $1.85K
|
9.37K
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.65K - $1.8K
|
34
$1.74K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33+ 0.15% |
$1.6K - $1.74K
|
22.3K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.14% |
$1.5K - $1.64K
|
22.9K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
27+ 0.16% |
$1.31K - $1.43K
|
16.5K
$844K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
25+ 0.79% |
$1.21K - $1.32K
|
3.19K
$163K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
22+ 0.26% |
$1.07K - $1.16K
|
8.48K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
16+ 0.32% |
$776 - $846
|
5.05K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
13+ 0.31% |
$631 - $687
|
4.16K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
10+ 0.06% |
$485 - $529
|
18.1K
$929K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 0.12% |
$388 - $423
|
6.61K
$339K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$340 - $370
|
2.8K
$143K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.07% |
$291 - $317
|
8.4K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.11% |
$291 - $317
|
5.61K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5+ 0.09% |
$243 - $264
|
5.38K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$194 - $211
|
4
$205
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 8.33% |
$194 - $211
|
52
$2.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4+ 0.04% |
$194 - $211
|
10K
$514K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.03% |
$194 - $211
|
14.2K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.49% |
$146 - $159
|
620
$31.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.07% |
$146 - $159
|
4.36K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.01% |
$146 - $159
|
28K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2New |
$97 - $106
|
2
$102
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
2+ 0.01% |
$97 - $106
|
13.8K
$708K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.01% |
$97 - $106
|
13.4K
$687K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.46% |
$48.5 - $52.9
|
220
$11.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$48.5 - $52.9
|
26.3K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$48.5 - $52.9
|
1
$51.2
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.49% |
$48.5 - $52.9
|
206
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$48.5 - $52.9
|
62.9K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.2% |
$48.5 - $52.9
|
84
$4.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1- 0.01% |
$48.5 - $52.9
|
10.2K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.21% |
$48.5 - $52.9
|
466
$23.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3- 0.02% |
$146 - $159
|
13.6K
$699K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.04% |
$194 - $211
|
11.3K
$579K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-4- 11.76% |
$194 - $211
|
30
$1.54K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.13% |
$825 - $899
|
12.7K
$652K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-17- 0.02% |
$825 - $899
|
82.8K
$4.24M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-23- 0.07% |
$1.12K - $1.22K
|
31.2K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-24- 1.38% |
$1.16K - $1.27K
|
1.72K
$88K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-24- 0.28% |
$1.16K - $1.27K
|
8.58K
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.24% |
$1.46K - $1.59K
|
12.2K
$626K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 0.49% |
$1.55K - $1.69K
|
6.56K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-35- 0.28% |
$1.7K - $1.85K
|
12.4K
$636K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-37- 0.49% |
$1.79K - $1.96K
|
7.45K
$382K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-39- 8.5% |
$1.89K - $2.06K
|
420
$21.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-39- 28.68% |
$1.89K - $2.06K
|
97
$4.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-48- 0.47% |
$2.33K - $2.54K
|
10.1K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-53- 1.26% |
$2.57K - $2.8K
|
4.15K
$212K
|