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 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.33K+ 188.2% |
$162K - $176K
|
5.1K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.33K+ 3.45% |
$161K - $176K
|
99.7K
$5.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.32KNew |
$161K - $176K
|
3.32K
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.26K+ 2.96% |
$158K - $172K
|
113K
$6.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.23K+ 1.6% |
$157K - $171K
|
205K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.98K+ 2.35% |
$145K - $158K
|
130K
$7.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.94K+ 45.08% |
$143K - $155K
|
9.47K
$521K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.82K+ 5.24% |
$137K - $149K
|
56.6K
$3.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.81KNew |
$136K - $148K
|
2.81K
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.79K+ 14.31% |
$135K - $147K
|
22.3K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.74K+ 1.1% |
$133K - $145K
|
252K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.72K+ 4.38% |
$132K - $144K
|
64.7K
$3.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.62K+ 1.48% |
$127K - $139K
|
180K
$9.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.61K+ 10.03% |
$127K - $138K
|
28.6K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.59KNew |
$125K - $137K
|
2.59K
$142K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.54K+ 10.48% |
$123K - $134K
|
26.8K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.45K+ 2.05% |
$119K - $129K
|
122K
$6.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.42K+ 4.73% |
$117K - $128K
|
53.6K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.38K+ 1.23% |
$116K - $126K
|
196K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2.34KNew |
$114K - $124K
|
2.34K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
2.32K+ 3.09% |
$113K - $123K
|
77.4K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
2.29K+ 8.94% |
$111K - $121K
|
27.9K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.24K+ 8.23% |
$109K - $119K
|
29.5K
$1.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.17K+ 39.12% |
$105K - $115K
|
7.73K
$426K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.06K+ 4.57% |
$100K - $109K
|
47.2K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.06K+ 2.44% |
$99.8K - $109K
|
86.5K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 25.3% |
$98.7K - $108K
|
10.1K
$555K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.01KNew |
$97.6K - $106K
|
2.01K
$111K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.95K+ 1.42% |
$94.4K - $103K
|
139K
$7.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.92K+ 7.51% |
$92.9K - $101K
|
27.4K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 93.38% |
$92.4K - $101K
|
3.94K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.89K+ 3.84% |
$91.8K - $100K
|
51.2K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.83K+ 3.28% |
$88.7K - $96.6K
|
57.5K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.82K+ 1.85% |
$88.1K - $96K
|
99.8K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.8K+ 169.45% |
$87.5K - $95.3K
|
2.87K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.7K+ 1.77% |
$82.7K - $90.1K
|
98.1K
$5.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.7K+ 5.46% |
$82.5K - $89.9K
|
32.8K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.68K+ 8.45% |
$81.5K - $88.9K
|
21.6K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.67K+ 1.18% |
$81.1K - $88.4K
|
143K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.66K+ 2.68% |
$80.6K - $87.9K
|
63.8K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.65K+ 2.13% |
$79.8K - $87K
|
78.8K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64K+ 7.16% |
$79.4K - $86.5K
|
24.5K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.63KNew |
$78.9K - $86K
|
1.63K
$89.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.62K+ 0.73% |
$78.5K - $85.6K
|
224K
$12.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.61K+ 0.53% |
$78K - $84.9K
|
308K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.59K+ 13.6% |
$77.1K - $84K
|
13.3K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.57K+ 11.89% |
$76.3K - $83.1K
|
14.8K
$815K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.55K+ 3.13% |
$75K - $81.8K
|
51K
$2.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.51K+ 1.08% |
$73.4K - $80K
|
141K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.51K+ 6.32% |
$73.3K - $79.9K
|
25.4K
$1.4M
|