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 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.25KNew |
$255K - $277K
|
5.25K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.22K+ 1.42% |
$253K - $276K
|
373K
$20.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.2K+ 5.77% |
$252K - $275K
|
95.4K
$5.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.06KNew |
$246K - $268K
|
5.06K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5K+ 13.85% |
$242K - $264K
|
41.1K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.94KNew |
$239K - $261K
|
4.94K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.83KNew |
$234K - $255K
|
4.83K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.81KNew |
$233K - $254K
|
4.81K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.81KNew |
$233K - $254K
|
4.81K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.74K+ 3.02% |
$230K - $251K
|
162K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.66KNew |
$226K - $247K
|
4.66K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.65KNew |
$225K - $246K
|
4.65K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.63KNew |
$225K - $245K
|
4.63K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 6.27% |
$224K - $244K
|
78.4K
$4.32M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.62K+ 3.44% |
$224K - $244K
|
139K
$7.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.59K+ 2.66% |
$223K - $243K
|
177K
$9.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.53K+ 0.38% |
$220K - $239K
|
1.18M
$65.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.52KNew |
$219K - $239K
|
4.52K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.46KNew |
$216K - $236K
|
4.46K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
4.42K+ 0.2% |
$215K - $234K
|
2.21M
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.22K+ 7.88% |
$205K - $223K
|
57.8K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.2K+ 65.63% |
$204K - $222K
|
10.6K
$584K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.19KNew |
$203K - $222K
|
4.19K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.19K+ 16.12% |
$203K - $221K
|
30.2K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.18KNew |
$203K - $221K
|
4.18K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4.13K+ 1.85% |
$200K - $218K
|
228K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
4.11K+ 39.64% |
$200K - $217K
|
14.5K
$798K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.1KNew |
$199K - $217K
|
4.1K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.01KNew |
$195K - $212K
|
4.01K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4KNew |
$194K - $211K
|
4K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4KNew |
$194K - $211K
|
4K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.98KNew |
$193K - $211K
|
3.98K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.94KNew |
$191K - $208K
|
3.94K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 4.34% |
$190K - $207K
|
93.9K
$5.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.91K+ 12.69% |
$190K - $207K
|
34.7K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.9KNew |
$189K - $206K
|
3.9K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.86KNew |
$187K - $204K
|
3.86K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.82KNew |
$185K - $202K
|
3.82K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.81KNew |
$185K - $201K
|
3.81K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.8KNew |
$184K - $201K
|
3.8K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.79KNew |
$184K - $200K
|
3.79K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.72K+ 1.38% |
$180K - $197K
|
273K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.6K+ 12.88% |
$175K - $190K
|
31.5K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.58K+ 1.72% |
$174K - $189K
|
212K
$11.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.58K+ 79.74% |
$174K - $189K
|
8.06K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.56K+ 1.77% |
$173K - $188K
|
205K
$11.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.56K+ 76.57% |
$172K - $188K
|
8.2K
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.49K+ 2.54% |
$169K - $184K
|
141K
$7.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.49K+ 7.82% |
$169K - $184K
|
48.1K
$2.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.46K+ 32.57% |
$168K - $183K
|
14.1K
$776K
|