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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
131K+ 20.65% |
$6.37M - $6.94M
|
767K
$42.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
130K+ 127.15% |
$6.33M - $6.9M
|
233K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
124K+ 3.26% |
$6.03M - $6.58M
|
3.94M
$217M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 4.62% |
$5.92M - $6.45M
|
2.76M
$152M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
122K+ 133.68% |
$5.9M - $6.43M
|
213K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
121K+ 50.05% |
$5.87M - $6.4M
|
363K
$20M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
115K+ 314.96% |
$5.6M - $6.1M
|
152K
$8.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
114K+ 15.52% |
$5.51M - $6M
|
845K
$46.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
100K+ 6.94% |
$4.85M - $5.29M
|
1.54M
$84.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
97.8K+ 23.42% |
$4.74M - $5.17M
|
515K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.2K+ 11.69% |
$4.67M - $5.08M
|
918K
$50.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
92.1K+ 45.94% |
$4.47M - $4.87M
|
292K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
89.8K+ 3.69% |
$4.36M - $4.75M
|
2.53M
$139M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.5K+ 8.24% |
$4.24M - $4.62M
|
1.15M
$63.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
86.1K+ 9.95% |
$4.18M - $4.55M
|
952K
$52.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
83.8K+ 5.52% |
$4.07M - $4.43M
|
1.6M
$88.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.2K+ 6.73% |
$4.04M - $4.4M
|
1.32M
$72.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
82.2K+ 2.2% |
$3.99M - $4.34M
|
3.82M
$210M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
81.9K+ 257.04% |
$3.97M - $4.33M
|
114K
$6.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
80.1KNew |
$3.89M - $4.23M
|
80.1K
$4.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
79.9K+ 107.78% |
$3.88M - $4.22M
|
154K
$8.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.7K+ 11.51% |
$3.82M - $4.16M
|
763K
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
76K+ 64.6% |
$3.69M - $4.02M
|
194K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74.3K+ 98.63% |
$3.6M - $3.93M
|
150K
$8.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73.2K+ 15.76% |
$3.55M - $3.87M
|
538K
$29.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
71.9KNew |
$3.49M - $3.8M
|
71.9K
$3.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
68.2K+ 17.66% |
$3.31M - $3.61M
|
455K
$25M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
63.8KNew |
$3.1M - $3.37M
|
63.8K
$3.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62.9K+ 2.0% |
$3.05M - $3.33M
|
3.21M
$176M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.7K+ 7.63% |
$3.04M - $3.32M
|
885K
$48.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
58.4K+ 20.19% |
$2.83M - $3.09M
|
348K
$19.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
57K+ 51.84% |
$2.77M - $3.01M
|
167K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.9K+ 622.35% |
$2.71M - $2.95M
|
64.9K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
55.4KNew |
$2.69M - $2.93M
|
55.4K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
54.6K+ 32.91% |
$2.65M - $2.88M
|
220K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
54K+ 19.73% |
$2.62M - $2.85M
|
327K
$18M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
51.4K+ 11.34% |
$2.5M - $2.72M
|
505K
$27.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
51.2K+ 12.69% |
$2.48M - $2.71M
|
455K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
50.6KNew |
$2.46M - $2.68M
|
50.6K
$2.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50K+ 36.11% |
$2.43M - $2.64M
|
189K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.3K+ 1.24% |
$2.39M - $2.6M
|
4.04M
$222M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
45.7KNew |
$2.22M - $2.42M
|
45.7K
$2.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
45.2K+ 2.83% |
$2.19M - $2.39M
|
1.64M
$90.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
44.6K+ 2.69% |
$2.16M - $2.36M
|
1.7M
$93.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43.9K+ 40.14% |
$2.13M - $2.32M
|
153K
$8.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
43.4K+ 29.89% |
$2.1M - $2.29M
|
188K
$10.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
42.4K+ 6.79% |
$2.06M - $2.24M
|
667K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 7.41% |
$2.02M - $2.2M
|
604K
$33.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.8K+ 44.68% |
$1.98M - $2.16M
|
132K
$7.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
40.4K+ 30.89% |
$1.96M - $2.14M
|
171K
$9.43M
|