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 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
43.4K+ 29.89% |
$2.1M - $2.29M
|
188K
$9.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
42.4K+ 6.79% |
$2.06M - $2.24M
|
667K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 7.41% |
$2.02M - $2.2M
|
604K
$30.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.8K+ 44.68% |
$1.98M - $2.16M
|
132K
$6.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
40.4K+ 30.89% |
$1.96M - $2.14M
|
171K
$8.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
39.9KNew |
$1.94M - $2.11M
|
39.9K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
39.8K+ 10.27% |
$1.93M - $2.1M
|
427K
$21.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.5K+ 117.93% |
$1.91M - $2.09M
|
72.9K
$3.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39.2K+ 104.72% |
$1.9M - $2.07M
|
76.6K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38.3K+ 5.27% |
$1.86M - $2.02M
|
765K
$38.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
38.1K+ 259.43% |
$1.85M - $2.02M
|
52.8K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.9KNew |
$1.84M - $2M
|
37.9K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
37.3K+ 17.55% |
$1.81M - $1.97M
|
250K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.9K+ 2.52% |
$1.79M - $1.95M
|
1.5M
$75.9M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36.3K+ 7.46% |
$1.76M - $1.92M
|
522K
$26.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
35.9K+ 45.74% |
$1.74M - $1.9M
|
114K
$5.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.5K+ 8.84% |
$1.72M - $1.88M
|
438K
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
35.3K+ 21.91% |
$1.71M - $1.87M
|
196K
$9.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33.4K+ 6.76% |
$1.62M - $1.77M
|
528K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
32KNew |
$1.55M - $1.69M
|
32K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
30.7KNew |
$1.49M - $1.62M
|
30.7K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.9KNew |
$1.45M - $1.58M
|
29.9K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.8K+ 9.69% |
$1.45M - $1.58M
|
337K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
29.5KNew |
$1.43M - $1.56M
|
29.5K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
28.8K+ 9.43% |
$1.4M - $1.52M
|
334K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28.8KNew |
$1.4M - $1.52M
|
28.8K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28.6K+ 1.65% |
$1.39M - $1.51M
|
1.77M
$89.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28.3K+ 6.95% |
$1.37M - $1.5M
|
435K
$22M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.7KNew |
$1.34M - $1.46M
|
27.7K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.4K+ 0.65% |
$1.33M - $1.45M
|
4.23M
$214M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.4K+ 9.86% |
$1.33M - $1.45M
|
305K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.7K+ 4.12% |
$1.24M - $1.36M
|
648K
$32.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.6K+ 4.36% |
$1.24M - $1.35M
|
612K
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
25.5K+ 15.04% |
$1.24M - $1.35M
|
195K
$9.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25K+ 12.85% |
$1.21M - $1.32M
|
220K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24.4KNew |
$1.18M - $1.29M
|
24.4K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.2K+ 18.24% |
$1.17M - $1.28M
|
157K
$7.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
24.1K+ 6.64% |
$1.17M - $1.27M
|
387K
$19.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24KNew |
$1.17M - $1.27M
|
24K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
24K+ 14.71% |
$1.16M - $1.27M
|
187K
$9.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
23.5K+ 10.03% |
$1.14M - $1.24M
|
258K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
23K+ 46.0% |
$1.12M - $1.22M
|
73K
$3.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 17.08% |
$1.06M - $1.15M
|
150K
$7.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.9KNew |
$1.01M - $1.1M
|
20.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.9KNew |
$1.01M - $1.1M
|
20.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 17.64% |
$1.01M - $1.1M
|
139K
$7.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.4K+ 6.61% |
$988K - $1.08M
|
329K
$16.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20.3K+ 5.72% |
$982K - $1.07M
|
374K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
19.6KNew |
$951K - $1.04M
|
19.6K
$992K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
19.1K+ 6.8% |
$925K - $1.01M
|
299K
$15.2M
|