Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
15.8M+ 5184.46% |
$809M - $875M
|
16.1M
$823M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.5MNew |
$281M - $304M
|
5.5M
$281M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.35M+ 300.52% |
$222M - $240M
|
5.8M
$296M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.76M+ 167.27% |
$141M - $152M
|
4.41M
$225M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 5.76% |
$115M - $125M
|
41.4M
$2.11B
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.53M+ 6012.38% |
$78.1M - $84.5M
|
1.55M
$79.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.53M+ 1.99% |
$78.1M - $84.5M
|
78.2M
$3.99B
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.38M+ 71.58% |
$70.6M - $76.3M
|
3.31M
$169M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.37MNew |
$69.8M - $75.5M
|
1.37M
$69.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.31M+ 32.34% |
$66.7M - $72.2M
|
5.34M
$272M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.25MNew |
$64M - $69.2M
|
1.25M
$63.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
909K+ 5118.56% |
$46.5M - $50.3M
|
927K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
768K+ 10.57% |
$39.2M - $42.4M
|
8.03M
$409M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
627K+ 834.18% |
$32.1M - $34.7M
|
703K
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
624K+ 9.85% |
$31.9M - $34.5M
|
6.96M
$355M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
597K+ 506.09% |
$30.5M - $33M
|
715K
$36.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
586K+ 4492.14% |
$30M - $32.4M
|
599K
$30.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
530K+ 70.53% |
$27.1M - $29.3M
|
1.28M
$65.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
406K+ 45.61% |
$20.8M - $22.5M
|
1.3M
$66.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
405K+ 383.45% |
$20.7M - $22.4M
|
511K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
383KNew |
$19.6M - $21.2M
|
383K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
380KNew |
$19.4M - $21M
|
380K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
351KNew |
$17.9M - $19.4M
|
351K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
328K+ 659.14% |
$16.7M - $18.1M
|
377K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
317KNew |
$16.2M - $17.5M
|
317K
$16.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
289K+ 44.82% |
$14.8M - $16M
|
935K
$47.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
277K+ 6.38% |
$14.2M - $15.3M
|
4.63M
$236M
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
276K+ 1269.31% |
$14.1M - $15.2M
|
298K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
243KNew |
$12.4M - $13.5M
|
243K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
222K+ 63.45% |
$11.3M - $12.3M
|
572K
$29.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
208K+ 5.63% |
$10.6M - $11.5M
|
3.9M
$199M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
201K+ 7.28% |
$10.3M - $11.1M
|
2.96M
$151M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
190K+ 41.77% |
$9.7M - $10.5M
|
644K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
179K+ 597.67% |
$9.12M - $9.87M
|
208K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
174K+ 2.33% |
$8.91M - $9.64M
|
7.67M
$391M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
171K+ 20.25% |
$8.74M - $9.46M
|
1.02M
$51.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
171K+ 13.54% |
$8.72M - $9.43M
|
1.43M
$72.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
165KNew |
$8.41M - $9.1M
|
165K
$8.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
158K+ 417.06% |
$8.07M - $8.73M
|
196K
$9.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
157K+ 33.89% |
$8.03M - $8.69M
|
621K
$31.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
157KNew |
$8.02M - $8.68M
|
157K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
145KNew |
$7.41M - $8.02M
|
145K
$7.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
141KNew |
$7.21M - $7.8M
|
141K
$7.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
139K+ 9.23% |
$7.08M - $7.66M
|
1.64M
$83.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$6.92M - $7.49M
|
135K
$6.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
130K+ 33.56% |
$6.64M - $7.18M
|
517K
$26.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
128K+ 9.74% |
$6.56M - $7.1M
|
1.45M
$73.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 10.32% |
$6.56M - $7.1M
|
1.37M
$70M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
116KNew |
$5.9M - $6.38M
|
116K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
112K+ 2.93% |
$5.73M - $6.2M
|
3.93M
$201M
|