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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
78+ 0.6% |
$3.99K - $4.31K
|
13.1K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74New |
$3.78K - $4.09K
|
74
$3.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
65+ 0.01% |
$3.32K - $3.59K
|
556K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63+ 1.0% |
$3.22K - $3.48K
|
6.35K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
62New |
$3.17K - $3.43K
|
62
$3.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
62+ 0.49% |
$3.17K - $3.43K
|
12.8K
$650K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
60New |
$3.07K - $3.32K
|
60
$3.04K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
55New |
$2.81K - $3.04K
|
55
$2.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
54+ 0.16% |
$2.76K - $2.98K
|
34.4K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
54+ 1.1% |
$2.76K - $2.98K
|
4.98K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
53+ 0.68% |
$2.71K - $2.93K
|
7.86K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
53+ 0.41% |
$2.71K - $2.93K
|
13.1K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
48+ 0.32% |
$2.45K - $2.65K
|
14.9K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
46+ 0.42% |
$2.35K - $2.54K
|
10.9K
$552K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.61% |
$2.35K - $2.54K
|
7.59K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
46+ 0.16% |
$2.35K - $2.54K
|
28K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
45New |
$2.3K - $2.49K
|
45
$2.28K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
45+ 0.37% |
$2.3K - $2.49K
|
12.1K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
44+ 0.47% |
$2.25K - $2.43K
|
9.42K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
44+ 0.08% |
$2.25K - $2.43K
|
52.3K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
40New |
$2.04K - $2.21K
|
40
$2.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
36+ 0.22% |
$1.84K - $1.99K
|
16.5K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
35New |
$1.79K - $1.93K
|
35
$1.77K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
32+ 0.1% |
$1.63K - $1.77K
|
31.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
31New |
$1.58K - $1.71K
|
31
$1.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
30+ 0.65% |
$1.53K - $1.66K
|
4.62K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28+ 0.1% |
$1.43K - $1.55K
|
29.4K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
28+ 0.42% |
$1.43K - $1.55K
|
6.64K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
27+ 0.41% |
$1.38K - $1.49K
|
6.65K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
27New |
$1.38K - $1.49K
|
27
$1.37K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
26New |
$1.33K - $1.44K
|
26
$1.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
21+ 0.42% |
$1.07K - $1.16K
|
5.07K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.34% |
$971 - $1.05K
|
5.63K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
18+ 0.42% |
$920 - $995
|
4.34K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 0.24% |
$869 - $940
|
6.98K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
16+ 0.68% |
$817 - $884
|
2.36K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14+ 0.21% |
$715 - $774
|
6.76K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
13+ 0.65% |
$664 - $719
|
2.03K
$103K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.09% |
$664 - $719
|
14.8K
$748K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
11+ 275.0% |
$562 - $608
|
15
$759
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$460 - $497
|
2.81K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8+ 0.03% |
$409 - $442
|
23.1K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7+ 0.01% |
$358 - $387
|
122K
$6.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.08% |
$358 - $387
|
8.4K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.04% |
$307 - $332
|
15.6K
$789K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.07% |
$307 - $332
|
8.88K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5+ 0.02% |
$255 - $276
|
28.7K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5+ 0.03% |
$255 - $276
|
17.5K
$885K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.81% |
$255 - $276
|
625
$31.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 0.73% |
$204 - $221
|
552
$27.9K
|