Purchases and Sales Made in Q3 2024 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 01, 2024 Q3 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
738
+ 12.11%
$35.8K - $39K
6.83K $346K
Oct 24, 2024 Q3 2024
Concord Wealth Partners

BUY
 -
720
+ 15.47%
$34.9K - $38.1K
5.37K $272K
Oct 22, 2024 Q3 2024
Grimes & Company, Inc.

BUY
 -
719
+ 10.18%
$34.9K - $38K
7.78K $394K
Nov 14, 2024 Q3 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
709
+ 2.03%
$34.4K - $37.5K
35.6K $1.8M
Oct 30, 2024 Q3 2024
Capital Investment Advisory Services, LLC

BUY
 -
705
+ 4.14%
$34.2K - $37.3K
17.8K $899K
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
688
New
$33.4K - $36.4K
688 $34.8K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
688
New
$33.4K - $36.4K
688 $34.8K
Oct 28, 2024 Q3 2024
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
662
+ 0.51%
$32.1K - $35K
131K $6.64M
Oct 15, 2024 Q3 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
658
+ 1.72%
$31.9K - $34.8K
39K $1.97M
Nov 14, 2024 Q3 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
656
+ 0.64%
$31.8K - $34.7K
103K $5.21M
Oct 15, 2024 Q3 2024
Bill Few Associates, Inc.

BUY
 -
646
+ 10.15%
$31.3K - $34.1K
7.01K $355K
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
640
+ 3.69%
$31K - $33.8K
18K $910K
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
624
New
$30.3K - $33K
624 $31.6K
Oct 28, 2024 Q3 2024
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
623
+ 1.4%
$30.2K - $32.9K
45.2K $2.29M
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
617
New
$29.9K - $32.6K
617 $31.2K
Oct 24, 2024 Q3 2024
Traynor Capital Management, Inc.

BUY
 -
613
+ 11.25%
$29.7K - $32.4K
6.06K $307K
Nov 12, 2024 Q3 2024
Sei Investments CO

Oaks, PA
BUY
 -
607
+ 5.63%
$29.4K - $32.1K
11.4K $576K
Oct 22, 2024 Q3 2024
Iron Horse Wealth Management, LLC

BUY
 -
605
+ 2.11%
$29.3K - $32K
29.3K $1.48M
Nov 14, 2024 Q3 2024
Ascent Group, LLC

BUY
 -
601
+ 2.43%
$29.2K - $31.8K
25.3K $1.28M
Oct 07, 2024 Q3 2024
Alpha Cubed Investments, LLC

BUY
 -
570
+ 11.14%
$27.7K - $30.1K
5.69K $288K
Nov 08, 2024 Q3 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
555
+ 24.34%
$26.9K - $29.3K
2.84K $144K
Oct 25, 2024 Q3 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
524
+ 2.15%
$25.4K - $27.7K
24.9K $1.26M
Nov 13, 2024 Q3 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
519
+ 25.87%
$25.2K - $27.4K
2.53K $128K
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
518
+ 38.48%
$25.1K - $27.4K
1.86K $94.4K
Nov 12, 2024 Q3 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
493
+ 3.94%
$23.9K - $26.1K
13K $659K
Oct 24, 2024 Q3 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
486
+ 4.9%
$23.6K - $25.7K
10.4K $527K
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
476
+ 1.06%
$23.1K - $25.2K
45.3K $2.29M
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
452
+ 3.76%
$21.9K - $23.9K
12.5K $631K
Oct 24, 2024 Q3 2024
Peterson Wealth Advisors, LLC

BUY
 -
448
+ 3.68%
$21.7K - $23.7K
12.6K $639K
Nov 12, 2024 Q3 2024
Beacon Financial Group

BUY
 -
441
+ 3.88%
$21.4K - $23.3K
11.8K $597K
Nov 13, 2024 Q3 2024
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
441
+ 1.02%
$21.4K - $23.3K
43.7K $2.21M
Oct 09, 2024 Q3 2024
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
437
+ 2.02%
$21.2K - $23.1K
22K $1.12M
Nov 07, 2024 Q3 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
423
+ 0.8%
$20.5K - $22.4K
53.5K $2.71M
Oct 29, 2024 Q3 2024
Lansing Street Advisors

BUY
 -
403
+ 1.93%
$19.5K - $21.3K
21.2K $1.08M
Nov 12, 2024 Q3 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
384
New
$18.6K - $20.3K
384 $19.4K
Nov 14, 2024 Q3 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
370
+ 5.09%
$17.9K - $19.6K
7.63K $387K
Nov 14, 2024 Q3 2024
Herold Advisors, Inc.

BUY
 -
370
+ 5.09%
$17.9K - $19.6K
7.63K $387K
Oct 22, 2024 Q3 2024
Tempus Wealth Planning, LLC

BUY
 -
362
+ 2.31%
$17.6K - $19.1K
16K $810K
Oct 16, 2024 Q3 2024
Ballast, Inc.

BUY
 -
334
+ 4.31%
$16.2K - $17.7K
8.08K $409K
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
327
+ 199.39%
$15.9K - $17.3K
491 $24.9K
Oct 21, 2024 Q3 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
315
+ 1.33%
$15.3K - $16.7K
24.1K $1.22M
Nov 04, 2024 Q3 2024
Everhart Financial Group, Inc.

BUY
 -
302
+ 6.11%
$14.7K - $16K
5.24K $266K
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
278
+ 1029.63%
$13.5K - $14.7K
305 $15.4K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
276
New
$13.4K - $14.6K
276 $14K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
267
+ 44.13%
$13K - $14.1K
872 $44.1K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
264
New
$12.8K - $14K
264 $13.4K
Nov 07, 2024 Q3 2024
Mai Capital Management

BUY
 -
243
+ 1.48%
$11.8K - $12.8K
16.6K $841K
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
228
+ 0.83%
$11.1K - $12.1K
27.7K $1.4M
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
202
+ 18.0%
$9.8K - $10.7K
1.32K $67K

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