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 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-10.2K- 6.2% |
$496K - $541K
|
155K
$7.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11K- 4.86% |
$532K - $580K
|
214K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.1K- 6.1% |
$537K - $585K
|
170K
$8.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.4K- 2.3% |
$555K - $604K
|
485K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-11.6K- 1.07% |
$564K - $615K
|
1.07M
$54.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 16.79% |
$588K - $640K
|
60.1K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.8K- 31.61% |
$620K - $675K
|
27.7K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-12.8K- 61.96% |
$620K - $676K
|
7.85K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14.3K- 91.07% |
$695K - $757K
|
1.4K
$71.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-14.4K- 12.0% |
$700K - $762K
|
106K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-14.6K- 13.47% |
$711K - $774K
|
94.1K
$4.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-14.7K- 23.34% |
$712K - $776K
|
48.2K
$2.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-14.9K- 1.69% |
$725K - $790K
|
870K
$44M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.2K- 26.04% |
$737K - $803K
|
43.1K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-16.9K- 47.29% |
$820K - $894K
|
18.8K
$954K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-17.4K- 8.78% |
$843K - $918K
|
181K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 2.44% |
$862K - $940K
|
710K
$36M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-17.8K- 29.16% |
$865K - $942K
|
43.3K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18K- 4.82% |
$875K - $954K
|
356K
$18M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-19.9K- 6.49% |
$967K - $1.05M
|
287K
$14.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20K- 6.25% |
$970K - $1.06M
|
300K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.5K- 4.57% |
$994K - $1.08M
|
428K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21.1K- 99.6% |
$1.02M - $1.12M
|
85
$4.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.1K- 7.83% |
$1.02M - $1.12M
|
249K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-21.2K- 3.18% |
$1.03M - $1.12M
|
646K
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.2K- 4.27% |
$1.03M - $1.12M
|
476K
$24.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21.5K- 83.93% |
$1.05M - $1.14M
|
4.13K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 2.36% |
$1.07M - $1.17M
|
915K
$46.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.8K- 6.32% |
$1.1M - $1.2M
|
337K
$17.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-24.2K- 1.24% |
$1.17M - $1.28M
|
1.93M
$97.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.9K- 67.42% |
$1.21M - $1.32M
|
12K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.9K- 3.42% |
$1.3M - $1.42M
|
759K
$38.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.7K- 3.79% |
$1.34M - $1.46M
|
701K
$35.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.7K- 5.9% |
$1.39M - $1.52M
|
458K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-29K- 25.61% |
$1.41M - $1.53M
|
84.3K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.1K- 39.92% |
$1.46M - $1.59M
|
45.3K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-34.2K- 2.22% |
$1.66M - $1.81M
|
1.5M
$76M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-35.5K- 35.92% |
$1.72M - $1.88M
|
63.3K
$3.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.6K- 9.19% |
$1.73M - $1.88M
|
352K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-37.4K- 19.03% |
$1.81M - $1.98M
|
159K
$8.05M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-39.5K- 8.58% |
$1.92M - $2.09M
|
421K
$21.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-41K- 4.46% |
$1.99M - $2.17M
|
877K
$44.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-41.7K- 5.47% |
$2.02M - $2.2M
|
719K
$36.4M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.5K- 18.18% |
$2.06M - $2.24M
|
191K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-49K- 55.18% |
$2.38M - $2.59M
|
39.8K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53.2K- 9.7% |
$2.58M - $2.81M
|
495K
$25.1M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-55.3K- 46.3% |
$2.68M - $2.92M
|
64.2K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-56.8K- 59.09% |
$2.76M - $3M
|
39.3K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-58.7K- 7.64% |
$2.85M - $3.1M
|
710K
$35.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-59.1K- 16.22% |
$2.87M - $3.12M
|
305K
$15.5M
|