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 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-16.7K- 42.79% |
$854K - $924K
|
22.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17K- 11.3% |
$868K - $939K
|
133K
$6.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-17.4K- 4.06% |
$887K - $960K
|
411K
$20.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.8K- 56.57% |
$912K - $986K
|
13.7K
$694K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18.4K- 0.98% |
$938K - $1.02M
|
1.85M
$93.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-19.1K- 30.12% |
$974K - $1.05M
|
44.2K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.3K- 0.84% |
$1.24M - $1.35M
|
2.87M
$145M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-27.2K- 1.41% |
$1.39M - $1.5M
|
1.9M
$96.1M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-27.5K- 1.74% |
$1.4M - $1.52M
|
1.55M
$78.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27.5K- 93.24% |
$1.41M - $1.52M
|
1.99K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-28.8K- 40.66% |
$1.47M - $1.59M
|
42K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.2K- 6.51% |
$1.49M - $1.61M
|
419K
$21.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.3K- 45.6% |
$1.5M - $1.62M
|
34.9K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.8K- 9.43% |
$1.63M - $1.76M
|
306K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.4K- 1.71% |
$1.7M - $1.84M
|
1.92M
$97.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-33.4K- 55.86% |
$1.71M - $1.84M
|
26.4K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-34.6K- 54.17% |
$1.77M - $1.91M
|
29.2K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-35.2K- 77.51% |
$1.8M - $1.95M
|
10.2K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.3K- 49.72% |
$1.85M - $2M
|
36.7K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37.3K- 23.45% |
$1.91M - $2.06M
|
122K
$6.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.9K- 11.57% |
$1.94M - $2.09M
|
290K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-38.7K- 73.29% |
$1.98M - $2.14M
|
14.1K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41K- 6.7% |
$2.09M - $2.27M
|
571K
$28.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.9K- 7.08% |
$2.35M - $2.54M
|
602K
$30.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47.6K- 42.18% |
$2.43M - $2.63M
|
65.3K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.1K- 5.34% |
$2.51M - $2.71M
|
869K
$44M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-52.6K- 4.07% |
$2.68M - $2.9M
|
1.24M
$62.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57.7K- 23.11% |
$2.95M - $3.19M
|
192K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-59.2K- 82.37% |
$3.02M - $3.27M
|
12.7K
$642K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-59.4K- 3.62% |
$3.03M - $3.28M
|
1.58M
$80.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-62.7K- 35.68% |
$3.2M - $3.46M
|
113K
$5.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72.9K- 29.09% |
$3.72M - $4.03M
|
178K
$8.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-73.1K- 16.7% |
$3.73M - $4.04M
|
365K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-79.8K- 94.61% |
$4.08M - $4.41M
|
4.55K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-82.9K- 5.53% |
$4.23M - $4.58M
|
1.42M
$71.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-85.9K- 9.79% |
$4.39M - $4.75M
|
792K
$40.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.6K- 11.29% |
$4.42M - $4.79M
|
680K
$34.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-87K- 11.46% |
$4.44M - $4.81M
|
672K
$34M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-87.5K- 1.87% |
$4.47M - $4.84M
|
4.59M
$232M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106K- 84.8% |
$5.43M - $5.87M
|
19K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-106K- 8.99% |
$5.43M - $5.88M
|
1.08M
$54.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-109K- 51.26% |
$5.57M - $6.02M
|
104K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-127K- 6.06% |
$6.51M - $7.04M
|
1.97M
$100M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-129K- 2.32% |
$6.59M - $7.13M
|
5.44M
$275M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-173K- 5.99% |
$8.84M - $9.56M
|
2.72M
$137M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-188K- 61.46% |
$9.58M - $10.4M
|
118K
$5.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-210K- 39.08% |
$10.7M - $11.6M
|
327K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-273K- 23.74% |
$13.9M - $15.1M
|
877K
$44.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-344K- 72.35% |
$17.6M - $19M
|
132K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-371K- 86.67% |
$19M - $20.5M
|
57.1K
$2.89M
|