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 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
397+ 0.02% |
$20.3K - $21.9K
|
2.21M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
395+ 2.78% |
$20.2K - $21.8K
|
14.6K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
379New |
$19.4K - $20.9K
|
379
$19.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
374+ 5.33% |
$19.1K - $20.7K
|
7.39K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
367+ 9.63% |
$18.8K - $20.3K
|
4.18K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
357+ 1.48% |
$18.2K - $19.7K
|
24.4K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
350+ 3.22% |
$17.9K - $19.3K
|
11.2K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
342+ 0.64% |
$17.5K - $18.9K
|
53.9K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
328+ 2.45% |
$16.8K - $18.1K
|
13.7K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325+ 81.25% |
$16.6K - $18K
|
725
$36.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
314+ 3.66% |
$16K - $17.4K
|
8.89K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
303+ 5.64% |
$15.5K - $16.7K
|
5.68K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
284+ 6.28% |
$14.5K - $15.7K
|
4.8K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271+ 0.47% |
$13.8K - $15K
|
57.8K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
264+ 2.39% |
$13.5K - $14.6K
|
11.3K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
261New |
$13.3K - $14.4K
|
261
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
258New |
$13.2K - $14.3K
|
258
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
252New |
$12.9K - $13.9K
|
252
$12.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
234+ 0.09% |
$12K - $12.9K
|
252K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
229+ 1.29% |
$11.7K - $12.7K
|
17.9K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
227New |
$11.6K - $12.5K
|
227
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
217+ 3.82% |
$11.1K - $12K
|
5.9K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
208+ 1.66% |
$10.6K - $11.5K
|
12.7K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
192+ 3.94% |
$9.81K - $10.6K
|
5.07K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
187+ 0.57% |
$9.55K - $10.3K
|
32.9K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
186+ 2.28% |
$9.5K - $10.3K
|
8.35K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 1.02% |
$8.94K - $9.67K
|
17.3K
$874K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
153New |
$7.82K - $8.46K
|
153
$7.75K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
148+ 284.62% |
$7.56K - $8.18K
|
200
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 4.43% |
$7.56K - $8.18K
|
3.49K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
147+ 0.03% |
$7.51K - $8.12K
|
449K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
143+ 3.58% |
$7.31K - $7.9K
|
4.14K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
143+ 2.3% |
$7.31K - $7.9K
|
6.36K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
142+ 0.97% |
$7.25K - $7.85K
|
14.8K
$750K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
138+ 2.74% |
$7.05K - $7.63K
|
5.17K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
130+ 0.5% |
$6.64K - $7.19K
|
26.1K
$1.32M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
129+ 0.89% |
$6.59K - $7.13K
|
14.6K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
126+ 0.59% |
$6.44K - $6.96K
|
21.4K
$1.08M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
126New |
$6.44K - $6.96K
|
126
$6.38K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
120+ 0.37% |
$6.13K - $6.63K
|
32.3K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
111+ 0.15% |
$5.67K - $6.13K
|
73.1K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
101+ 1.9% |
$5.16K - $5.58K
|
5.42K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
99+ 19.45% |
$5.06K - $5.47K
|
608
$30.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
98+ 1.81% |
$5.01K - $5.42K
|
5.5K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
95New |
$4.85K - $5.25K
|
95
$4.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
94+ 0.28% |
$4.8K - $5.2K
|
33.3K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
94+ 0.65% |
$4.8K - $5.2K
|
14.6K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
90New |
$4.6K - $4.97K
|
90
$4.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.65% |
$4.39K - $4.75K
|
13.4K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
78+ 0.35% |
$3.99K - $4.31K
|
22.1K
$1.12M
|