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 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
47.1KNew |
$2.41M - $2.6M
|
47.1K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
46.2K+ 1.21% |
$2.36M - $2.55M
|
3.88M
$184M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
45.5K+ 23.47% |
$2.32M - $2.51M
|
239K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
45.2KNew |
$2.31M - $2.5M
|
45.2K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.7K+ 6.3% |
$2.28M - $2.47M
|
755K
$35.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
44.2KNew |
$2.26M - $2.44M
|
44.2K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
44.2KNew |
$2.26M - $2.44M
|
44.2K
$2.1M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
42.6KNew |
$2.17M - $2.35M
|
42.6K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
42.1KNew |
$2.15M - $2.33M
|
42.1K
$2M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
42K+ 25.56% |
$2.15M - $2.32M
|
206K
$9.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
41.4K+ 9.7% |
$2.12M - $2.29M
|
469K
$22.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.8K+ 13.95% |
$2.08M - $2.25M
|
333K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
40.4K+ 1.26% |
$2.06M - $2.23M
|
3.25M
$154M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.2K+ 13.16% |
$2.05M - $2.22M
|
345K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
39.7KNew |
$2.03M - $2.19M
|
39.7K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.5K+ 440.14% |
$2.02M - $2.18M
|
48.5K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 4.19% |
$1.96M - $2.12M
|
953K
$45.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
38.2K+ 85.17% |
$1.95M - $2.11M
|
83K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.2K+ 71.17% |
$1.95M - $2.11M
|
91.8K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
37.3K+ 7.14% |
$1.9M - $2.06M
|
559K
$26.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37K+ 10.52% |
$1.89M - $2.05M
|
389K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
36.7K+ 3.86% |
$1.88M - $2.03M
|
989K
$47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.7K+ 8.99% |
$1.88M - $2.03M
|
445K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
36.5K+ 249.78% |
$1.86M - $2.02M
|
51.1K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
36.3KNew |
$1.86M - $2.01M
|
36.3K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34.9K+ 21.28% |
$1.78M - $1.93M
|
199K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
34.9KNew |
$1.78M - $1.93M
|
34.9K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
34.9K+ 7.66% |
$1.78M - $1.93M
|
490K
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33.7K+ 10.69% |
$1.72M - $1.86M
|
349K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
32.3KNew |
$1.65M - $1.78M
|
32.3K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
31.2K+ 1.04% |
$1.59M - $1.72M
|
3.03M
$144M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 29.74% |
$1.57M - $1.69M
|
134K
$6.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
30.5K+ 320.93% |
$1.56M - $1.69M
|
40K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
30.3K+ 4.21% |
$1.55M - $1.67M
|
749K
$35.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
29.9K+ 8.93% |
$1.53M - $1.65M
|
364K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.6K+ 10.31% |
$1.51M - $1.64M
|
317K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29K+ 118.4% |
$1.48M - $1.6M
|
53.5K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.7KNew |
$1.41M - $1.53M
|
27.7K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
27.5K+ 20.96% |
$1.4M - $1.52M
|
159K
$7.54M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
27KNew |
$1.38M - $1.49M
|
27K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.8K+ 13.58% |
$1.37M - $1.48M
|
224K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 7.78% |
$1.31M - $1.41M
|
354K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.3K+ 31.41% |
$1.29M - $1.4M
|
106K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.7K+ 13.1% |
$1.26M - $1.36M
|
213K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
24.2K+ 4.59% |
$1.24M - $1.34M
|
551K
$26.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24K+ 49.88% |
$1.23M - $1.33M
|
72.2K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
24K+ 13.55% |
$1.23M - $1.33M
|
201K
$9.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
24K+ 16.22% |
$1.22M - $1.33M
|
172K
$8.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$1.22M - $1.32M
|
23.9K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 87.77% |
$1.2M - $1.3M
|
50.4K
$2.39M
|