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 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$916K - $999K
|
18.9K
$957K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
18.5K+ 28.0% |
$899K - $979K
|
84.7K
$4.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$897K - $977K
|
18.5K
$936K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18K+ 29.11% |
$871K - $950K
|
79.7K
$4.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17.8K+ 4.12% |
$863K - $940K
|
449K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5K+ 39.31% |
$849K - $926K
|
62.1K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
17.4KNew |
$846K - $922K
|
17.4K
$883K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
16.8K+ 168.41% |
$817K - $890K
|
26.8K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16.8K+ 6.57% |
$815K - $888K
|
272K
$13.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
16.6K+ 3.98% |
$805K - $878K
|
433K
$21.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.3K+ 8.01% |
$790K - $861K
|
220K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16K+ 72.48% |
$776K - $846K
|
38.1K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 68.22% |
$776K - $846K
|
39.5K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.9K+ 8.09% |
$773K - $842K
|
213K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.8KNew |
$768K - $837K
|
15.8K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$756K - $824K
|
15.6K
$789K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$755K - $823K
|
15.6K
$788K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.5KNew |
$753K - $821K
|
15.5K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.5K+ 4.67% |
$752K - $820K
|
348K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.3K+ 9.81% |
$744K - $811K
|
172K
$8.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.2K+ 2.79% |
$739K - $805K
|
562K
$28.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
15.1K+ 3.6% |
$731K - $796K
|
434K
$22M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.7KNew |
$713K - $777K
|
14.7K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 3.43% |
$710K - $774K
|
441K
$22.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14.6K+ 2.95% |
$710K - $774K
|
511K
$25.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$708K - $772K
|
14.6K
$739K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14.5K+ 62.21% |
$702K - $765K
|
37.7K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14.4K+ 7.09% |
$700K - $763K
|
218K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
14.4K+ 12.83% |
$698K - $760K
|
126K
$6.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.3K+ 3.45% |
$692K - $754K
|
428K
$21.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
13.8K+ 54.83% |
$671K - $731K
|
39.1K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.6KNew |
$662K - $721K
|
13.6K
$691K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
13.1K+ 3.01% |
$638K - $695K
|
449K
$22.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12.9K+ 1.87% |
$626K - $682K
|
703K
$35.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
12.8K+ 8.34% |
$621K - $676K
|
166K
$8.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12.7K+ 7.01% |
$615K - $670K
|
194K
$9.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.6K+ 2.22% |
$611K - $666K
|
580K
$29.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.2K+ 3.54% |
$592K - $645K
|
357K
$18.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.2K+ 14.68% |
$592K - $645K
|
95.4K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.1K+ 2.07% |
$589K - $641K
|
599K
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 107.7% |
$588K - $641K
|
23.4K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
12K+ 8.86% |
$583K - $636K
|
148K
$7.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11.8K+ 403.57% |
$570K - $621K
|
14.7K
$742K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
11.2K+ 4.7% |
$545K - $594K
|
251K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.1KNew |
$538K - $586K
|
11.1K
$562K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.1K+ 160.13% |
$538K - $586K
|
18K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11KNew |
$536K - $584K
|
11K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.82% |
$527K - $575K
|
397K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8KNew |
$522K - $569K
|
10.8K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 3.14% |
$519K - $565K
|
352K
$17.8M
|