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 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-326- 4.18% |
$16.7K - $18K
|
7.48K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-327- 4.04% |
$16.7K - $18.1K
|
7.76K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-348- 3.93% |
$17.8K - $19.2K
|
8.5K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-370- 2.37% |
$18.9K - $20.4K
|
15.2K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-371- 6.57% |
$19K - $20.5K
|
5.27K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-409- 2.95% |
$20.9K - $22.6K
|
13.4K
$737K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-413- 2.0% |
$21.1K - $22.8K
|
20.2K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-420- 5.13% |
$21.5K - $23.2K
|
7.76K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-430- 6.9% |
$22K - $23.8K
|
5.8K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-439- 2.11% |
$22.4K - $24.3K
|
20.4K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-446- 4.17% |
$22.8K - $24.7K
|
10.2K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-456- 24.46% |
$23.3K - $25.2K
|
1.41K
$77.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-458- 0.21% |
$23.4K - $25.3K
|
219K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-468- 2.15% |
$23.9K - $25.9K
|
21.3K
$1.17M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-469- 7.58% |
$24K - $25.9K
|
5.72K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-493- 2.16% |
$25.2K - $27.2K
|
22.4K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-500- 1.41% |
$25.5K - $27.6K
|
35K
$1.92M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-520- 0.34% |
$26.6K - $28.7K
|
152K
$8.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-524- 9.21% |
$26.8K - $29K
|
5.16K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-528- 4.15% |
$27K - $29.2K
|
12.2K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-539- 5.76% |
$27.5K - $29.8K
|
8.82K
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-549- 1.08% |
$28K - $30.3K
|
50.3K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-598- 91.58% |
$30.6K - $33.1K
|
55
$3.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-605- 3.6% |
$30.9K - $33.4K
|
16.2K
$889K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-627- 0.41% |
$32K - $34.7K
|
151K
$8.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-659- 13.93% |
$33.7K - $36.4K
|
4.07K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-667- 0.87% |
$34.1K - $36.9K
|
75.9K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-708- 3.38% |
$36.2K - $39.1K
|
20.2K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-723- 5.36% |
$36.9K - $40K
|
12.8K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-743- 4.83% |
$38K - $41.1K
|
14.6K
$803K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-790- 17.4% |
$40.4K - $43.7K
|
3.75K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-814- 1.09% |
$41.6K - $45K
|
74K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-825- 40.5% |
$42.1K - $45.6K
|
1.21K
$66.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-885- 5.53% |
$45.2K - $48.9K
|
15.1K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-935- 2.07% |
$47.8K - $51.7K
|
44.3K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.01K- 0.59% |
$51.4K - $55.6K
|
169K
$9.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.02K- 5.36% |
$52.3K - $56.5K
|
18.1K
$990K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.22% |
$52.5K - $56.8K
|
45.2K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 1.85% |
$53.1K - $57.4K
|
55K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.05K- 3.8% |
$53.7K - $58.1K
|
26.6K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.07K- 27.38% |
$54.4K - $58.9K
|
2.83K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.27% |
$54.7K - $59.1K
|
396K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.07K- 0.67% |
$54.7K - $59.2K
|
158K
$8.67M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.08K- 11.74% |
$55.1K - $59.6K
|
8.11K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 4.4% |
$56K - $60.6K
|
23.8K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.13K- 1.33% |
$57.5K - $62.2K
|
83.6K
$4.58M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 0.27% |
$58.8K - $63.6K
|
432K
$23.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.23K- 14.49% |
$62.9K - $68K
|
7.26K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.26K- 5.15% |
$64.2K - $69.4K
|
23.1K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.28K- 13.49% |
$65.3K - $70.7K
|
8.2K
$450K
|