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 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.25K- 19.84% |
$60.4K - $65.9K
|
5.03K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.28K- 20.82% |
$62.2K - $67.8K
|
4.88K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.29K- 12.29% |
$62.5K - $68.1K
|
9.19K
$485K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.3K- 2.3% |
$63.2K - $68.8K
|
55.4K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.31K- 2.22% |
$63.7K - $69.5K
|
57.8K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.34K- 1.34% |
$64.9K - $70.7K
|
98.7K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.4K- 65.79% |
$67.8K - $73.9K
|
727
$38.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.4K- 0.89% |
$68.1K - $74.2K
|
157K
$8.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.43K- 8.85% |
$69.5K - $75.7K
|
14.8K
$778K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.49K- 3.21% |
$72.2K - $78.7K
|
44.9K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.52K- 0.08% |
$73.8K - $80.5K
|
1.87M
$98.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.53K- 0.96% |
$74.3K - $80.9K
|
157K
$8.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.55K- 9.13% |
$75K - $81.8K
|
15.4K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.55K- 21.24% |
$75.1K - $81.9K
|
5.75K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.56K- 2.48% |
$75.7K - $82.5K
|
61.3K
$3.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.58K- 1.8% |
$76.8K - $83.7K
|
86.3K
$4.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.66K- 8.04% |
$80.7K - $87.9K
|
19K
$1M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.72K- 2.14% |
$83.5K - $91K
|
78.8K
$4.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.84K- 3.82% |
$89.2K - $97.2K
|
46.2K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.87K- 0.42% |
$90.8K - $98.9K
|
449K
$23.6M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.88K- 1.61% |
$91.4K - $99.6K
|
115K
$6.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.96K- 3.54% |
$95.1K - $104K
|
53.4K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.98K- 0.35% |
$95.9K - $105K
|
555K
$29.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.99K- 4.2% |
$96.6K - $105K
|
45.4K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.99K- 71.84% |
$96.6K - $105K
|
781
$41.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.14K- 1.51% |
$104K - $113K
|
139K
$7.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.15K- 2.06% |
$104K - $113K
|
102K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.16K- 10.69% |
$105K - $114K
|
18K
$951K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.18K- 19.72% |
$106K - $115K
|
8.87K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.23K- 30.99% |
$108K - $118K
|
4.97K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 9.6% |
$112K - $122K
|
21.8K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-2.35K- 16.35% |
$114K - $124K
|
12K
$634K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 4.67% |
$114K - $125K
|
48.2K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 38.73% |
$119K - $129K
|
3.87K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 2.95% |
$119K - $129K
|
80.6K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.49K- 10.99% |
$121K - $131K
|
20.1K
$1.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.51K- 16.08% |
$122K - $133K
|
13.1K
$691K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.57K- 21.65% |
$125K - $136K
|
9.3K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.61K- 2.84% |
$126K - $138K
|
89.2K
$4.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.68K- 7.57% |
$130K - $141K
|
32.7K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
SELL
|
- |
-2.72K- 4.35% |
$132K - $144K
|
59.8K
$3.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.81K- 6.03% |
$136K - $149K
|
43.8K
$2.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.9K- 11.77% |
$141K - $153K
|
21.7K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.02K- 3.16% |
$147K - $160K
|
92.7K
$4.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.14K- 0.28% |
$152K - $166K
|
1.11M
$58.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.16K- 20.94% |
$153K - $167K
|
11.9K
$628K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 6.43% |
$157K - $171K
|
47.2K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.41K- 4.67% |
$165K - $180K
|
69.7K
$3.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.64K- 30.79% |
$177K - $192K
|
8.18K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.79K- 7.09% |
$184K - $200K
|
49.7K
$2.62M
|