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 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-5.76K- 11.97% |
$294K - $318K
|
42.4K
$2.14M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-6.1K- 50.0% |
$312K - $337K
|
6.1K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 49.8% |
$321K - $348K
|
6.34K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.35K- 1.2% |
$324K - $351K
|
521K
$26.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.38K- 1.79% |
$326K - $353K
|
350K
$17.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.43K- 10.36% |
$329K - $355K
|
55.6K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.74K- 39.96% |
$344K - $372K
|
10.1K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.8K- 15.15% |
$347K - $376K
|
38.1K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-7.06K- 0.81% |
$360K - $390K
|
863K
$43.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.07K- 46.22% |
$361K - $391K
|
8.22K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-7.19K- 2.59% |
$368K - $398K
|
270K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-7.7K- 3.3% |
$393K - $426K
|
225K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8.4K- 13.74% |
$429K - $464K
|
52.8K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.6K- 7.48% |
$439K - $475K
|
106K
$5.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-8.61K- 40.46% |
$440K - $476K
|
12.7K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.64K- 3.31% |
$441K - $477K
|
252K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9.01K- 1.6% |
$460K - $498K
|
553K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9.11K- 1.42% |
$466K - $504K
|
631K
$31.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.45K- 4.53% |
$483K - $522K
|
199K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.64K- 1.99% |
$492K - $533K
|
475K
$24.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.78K- 14.47% |
$500K - $540K
|
57.8K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-9.79K- 4.77% |
$500K - $541K
|
196K
$9.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10K- 24.52% |
$512K - $554K
|
30.8K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-10.4K- 52.88% |
$529K - $573K
|
9.24K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-10.5K- 23.92% |
$534K - $578K
|
33.3K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 34.0% |
$550K - $595K
|
20.9K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 7.26% |
$555K - $600K
|
139K
$7.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.2K- 9.85% |
$570K - $617K
|
102K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
SELL
|
- |
-11.2K- 18.75% |
$573K - $620K
|
48.6K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3K- 99.9% |
$577K - $624K
|
11
$557
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.4K- 63.15% |
$581K - $629K
|
6.64K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.6K- 1.11% |
$591K - $640K
|
1.03M
$52.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11.7K- 5.48% |
$600K - $649K
|
203K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 3.14% |
$602K - $651K
|
363K
$18.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-12.1K- 21.09% |
$620K - $670K
|
45.4K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12.2K- 2.88% |
$625K - $676K
|
413K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 59.33% |
$633K - $685K
|
8.49K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.5K- 1.13% |
$640K - $692K
|
1.1M
$55.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-12.6K- 26.21% |
$645K - $698K
|
35.6K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12.7K- 12.48% |
$651K - $704K
|
89.4K
$4.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.8K- 3.38% |
$656K - $710K
|
366K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.9K- 2.76% |
$657K - $711K
|
453K
$22.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-13.6K- 53.65% |
$694K - $750K
|
11.7K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.3K- 4.3% |
$783K - $847K
|
341K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.4K- 65.87% |
$787K - $851K
|
7.98K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-15.5K- 12.44% |
$790K - $855K
|
109K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16K- 65.78% |
$815K - $882K
|
8.3K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-16.2K- 5.23% |
$826K - $894K
|
293K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16.4K- 42.16% |
$839K - $907K
|
22.5K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-16.6K- 1.93% |
$850K - $920K
|
847K
$42.9M
|