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 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.14K- 0.28% |
$152K - $166K
|
1.11M
$57.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.16K- 20.94% |
$153K - $167K
|
11.9K
$613K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 6.43% |
$157K - $171K
|
47.2K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.41K- 4.67% |
$165K - $180K
|
69.7K
$3.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.64K- 30.79% |
$177K - $192K
|
8.18K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.79K- 7.09% |
$184K - $200K
|
49.7K
$2.56M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-4.01K- 7.95% |
$194K - $212K
|
46.4K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-4.02K- 1.66% |
$195K - $212K
|
238K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.05K- 10.6% |
$196K - $214K
|
34.1K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.27K- 32.51% |
$207K - $226K
|
8.86K
$455K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.34KClosed |
$210K - $229K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.41K- 1.62% |
$214K - $233K
|
268K
$13.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.48K- 1.55% |
$217K - $237K
|
284K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4.6K- 6.61% |
$223K - $243K
|
65K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.61K- 99.03% |
$224K - $244K
|
45
$2.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.68K- 21.73% |
$227K - $247K
|
16.9K
$867K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.79K- 13.34% |
$232K - $253K
|
31.1K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.84K- 1.81% |
$235K - $256K
|
263K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.86K- 8.52% |
$236K - $257K
|
52.2K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-4.91K- 1.42% |
$238K - $260K
|
340K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.95K- 46.55% |
$240K - $262K
|
5.69K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 4.41% |
$253K - $276K
|
113K
$5.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.29K- 0.99% |
$256K - $279K
|
526K
$27M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 7.23% |
$261K - $284K
|
69.1K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-5.4K- 32.19% |
$262K - $285K
|
11.4K
$585K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.49K- 48.56% |
$266K - $290K
|
5.81K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.51K- 4.25% |
$267K - $291K
|
124K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.65K- 41.98% |
$274K - $299K
|
7.81K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.78K- 5.91% |
$280K - $305K
|
92K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.79K- 8.65% |
$281K - $306K
|
61.2K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.99K- 91.61% |
$290K - $316K
|
548
$28.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.25K- 4.58% |
$303K - $330K
|
130K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.47K- 10.14% |
$314K - $342K
|
57.3K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.53K- 45.84% |
$317K - $345K
|
7.71K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-6.58K- 2.2% |
$319K - $348K
|
293K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.99K- 5.53% |
$339K - $370K
|
119K
$6.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.07K- 1.84% |
$343K - $374K
|
377K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-7.27K- 9.32% |
$353K - $385K
|
70.8K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-7.37K- 10.39% |
$357K - $390K
|
63.6K
$3.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.68K- 9.26% |
$372K - $406K
|
75.2K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.69K- 30.55% |
$373K - $406K
|
17.5K
$898K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.11K- 9.78% |
$393K - $429K
|
74.8K
$3.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.34K- 5.78% |
$404K - $441K
|
136K
$6.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.51K- 76.33% |
$413K - $450K
|
2.64K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-8.86K- 30.94% |
$430K - $468K
|
19.8K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.32K- 7.58% |
$452K - $492K
|
114K
$5.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.62K- 1.66% |
$467K - $508K
|
569K
$29.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.95K- 2.59% |
$482K - $526K
|
375K
$19.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.1K- 32.57% |
$490K - $534K
|
20.9K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-10.2K- 6.2% |
$496K - $541K
|
155K
$7.96M
|