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 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64K+ 7.16% |
$79.4K - $86.5K
|
24.5K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.63KNew |
$78.9K - $86K
|
1.63K
$82.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.62K+ 0.73% |
$78.5K - $85.6K
|
224K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.61K+ 0.53% |
$78K - $84.9K
|
308K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.59K+ 13.6% |
$77.1K - $84K
|
13.3K
$672K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.57K+ 11.89% |
$76.3K - $83.1K
|
14.8K
$749K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.55K+ 3.13% |
$75K - $81.8K
|
51K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.51K+ 1.08% |
$73.4K - $80K
|
141K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.51K+ 6.32% |
$73.3K - $79.9K
|
25.4K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 0.63% |
$71.5K - $77.9K
|
234K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 0.23% |
$70.9K - $77.3K
|
640K
$32.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.42K+ 14.06% |
$69K - $75.2K
|
11.5K
$585K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.41K+ 1.91% |
$68.6K - $74.7K
|
75.5K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.41K+ 4.06% |
$68.4K - $74.5K
|
36.1K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.38K+ 4.48% |
$66.9K - $72.9K
|
32.2K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.37K+ 5.04% |
$66.4K - $72.4K
|
28.5K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32K+ 0.11% |
$64.1K - $69.9K
|
1.22M
$61.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.28K+ 3.83% |
$62.2K - $67.8K
|
34.8K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.23K+ 4.78% |
$59.8K - $65.1K
|
27K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21K+ 2.78% |
$58.6K - $63.9K
|
44.6K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.2K+ 4.87% |
$58K - $63.2K
|
25.8K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.18K+ 5.12% |
$57.3K - $62.5K
|
24.3K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.14K+ 4.12% |
$55.1K - $60K
|
28.7K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 51.29% |
$54.9K - $59.8K
|
3.34K
$169K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.13K+ 7.65% |
$54.6K - $59.5K
|
15.8K
$801K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 7.67% |
$53.9K - $58.7K
|
15.6K
$790K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.1K+ 39.58% |
$53.5K - $58.3K
|
3.89K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.1K+ 3.42% |
$53.4K - $58.2K
|
33.3K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.06K+ 10.75% |
$51.3K - $55.9K
|
10.9K
$552K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1KNew |
$48.5K - $52.9K
|
1K
$50.6K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
998+ 12.15% |
$48.4K - $52.8K
|
9.21K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
996+ 23.57% |
$48.3K - $52.6K
|
5.22K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
990+ 1.81% |
$48K - $52.3K
|
55.6K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
974+ 22.0% |
$47.2K - $51.5K
|
5.4K
$273K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
972New |
$47.2K - $51.4K
|
972
$49.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
964+ 5.15% |
$46.8K - $51K
|
19.7K
$997K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
962+ 18.06% |
$46.7K - $50.9K
|
6.29K
$318K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
931+ 10.44% |
$45.2K - $49.2K
|
9.85K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
902+ 9.11% |
$43.8K - $47.7K
|
10.8K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
885New |
$42.9K - $46.8K
|
885
$44.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
849+ 20.3% |
$41.2K - $44.9K
|
5.03K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
848+ 0.2% |
$41.1K - $44.8K
|
425K
$21.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
844+ 70.75% |
$40.9K - $44.6K
|
2.04K
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
839+ 10.85% |
$40.7K - $44.3K
|
8.57K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
831+ 3.76% |
$40.3K - $43.9K
|
22.9K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
813+ 2.48% |
$39.4K - $43K
|
33.6K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
800+ 1.28% |
$38.8K - $42.3K
|
63.3K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
783+ 0.28% |
$38K - $41.4K
|
279K
$14.1M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
748+ 6.38% |
$36.3K - $39.5K
|
12.5K
$631K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
740+ 4.69% |
$35.9K - $39.1K
|
16.5K
$835K
|