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 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-60- 0.68% |
$2.91K - $3.17K
|
8.75K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-60- 0.65% |
$2.91K - $3.17K
|
9.13K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-64- 0.75% |
$3.1K - $3.38K
|
8.49K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75- 0.86% |
$3.64K - $3.96K
|
8.65K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-90- 0.47% |
$4.37K - $4.76K
|
19.1K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-93- 0.04% |
$4.51K - $4.92K
|
261K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-93Closed |
$4.51K - $4.92K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-95- 0.84% |
$4.61K - $5.02K
|
11.2K
$574K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-96- 1.99% |
$4.66K - $5.07K
|
4.73K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-96- 0.73% |
$4.66K - $5.07K
|
13K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-96- 1.81% |
$4.66K - $5.07K
|
5.2K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 6.06% |
$4.85K - $5.29K
|
1.55K
$79.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-113- 15.31% |
$5.48K - $5.97K
|
625
$32K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-114- 1.27% |
$5.53K - $6.03K
|
8.85K
$453K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-117- 1.22% |
$5.68K - $6.18K
|
9.51K
$487K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-120- 0.38% |
$5.82K - $6.34K
|
31.8K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-126- 1.38% |
$6.11K - $6.66K
|
8.98K
$460K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-130- 20.9% |
$6.31K - $6.87K
|
492
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-143- 25.91% |
$6.94K - $7.56K
|
409
$21K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-144- 25.67% |
$6.99K - $7.61K
|
417
$21.4K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-154- 12.25% |
$7.47K - $8.14K
|
1.1K
$56.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-158- 1.43% |
$7.66K - $8.35K
|
10.9K
$557K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-171- 4.11% |
$8.3K - $9.04K
|
3.99K
$204K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-175- 1.07% |
$8.49K - $9.25K
|
16.1K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 30.58% |
$8.63K - $9.41K
|
404
$20.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-179- 2.05% |
$8.68K - $9.46K
|
8.57K
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-184- 3.16% |
$8.93K - $9.73K
|
5.65K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-196- 0.83% |
$9.51K - $10.4K
|
23.4K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-205- 1.67% |
$9.94K - $10.8K
|
12.1K
$619K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-209- 1.39% |
$10.1K - $11K
|
14.9K
$761K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-210- 99.53% |
$10.2K - $11.1K
|
1
$51.2
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-225- 1.99% |
$10.9K - $11.9K
|
11.1K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-231- 3.6% |
$11.2K - $12.2K
|
6.18K
$317K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-231- 6.68% |
$11.2K - $12.2K
|
3.23K
$165K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-253- 49.32% |
$12.3K - $13.4K
|
260
$13.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-263- 3.45% |
$12.8K - $13.9K
|
7.36K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-266- 4.06% |
$12.9K - $14.1K
|
6.28K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-277- 1.31% |
$13.4K - $14.6K
|
20.9K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-283- 0.63% |
$13.7K - $15K
|
45K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.17% |
$14.3K - $15.6K
|
6.78K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-309- 3.68% |
$15K - $16.3K
|
8.09K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-311- 21.19% |
$15.1K - $16.4K
|
1.16K
$59.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-311- 1.18% |
$15.1K - $16.4K
|
26K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-314- 13.51% |
$15.2K - $16.6K
|
2.01K
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-330- 5.04% |
$16K - $17.4K
|
6.22K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-331- 4.57% |
$16.1K - $17.5K
|
6.92K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-336- 34.32% |
$16.3K - $17.8K
|
643
$32.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-338- 0.66% |
$16.4K - $17.9K
|
50.8K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-343- 3.91% |
$16.6K - $18.1K
|
8.43K
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-368- 7.7% |
$17.9K - $19.5K
|
4.41K
$226K
|