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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 1.85% |
$53.1K - $57.4K
|
55K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.27% |
$54.7K - $59.1K
|
396K
$20.8M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.07K- 0.67% |
$54.7K - $59.2K
|
158K
$8.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 4.4% |
$56K - $60.6K
|
23.8K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.13K- 1.33% |
$57.5K - $62.2K
|
83.6K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.26K- 5.15% |
$64.2K - $69.4K
|
23.1K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.32K- 16.33% |
$67.4K - $73K
|
6.76K
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.34K- 17.31% |
$68.6K - $74.2K
|
6.41K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.38K- 2.59% |
$70.6K - $76.4K
|
52K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.39K- 2.5% |
$70.9K - $76.7K
|
54K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.45K- 8.66% |
$74K - $80K
|
15.3K
$804K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.54K- 0.98% |
$78.4K - $84.8K
|
156K
$8.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.56K- 0.87% |
$79.8K - $86.3K
|
179K
$9.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.59K- 26.08% |
$81.2K - $87.8K
|
4.5K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.65K- 5.62% |
$84.2K - $91.1K
|
27.7K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.7K- 22.35% |
$86.7K - $93.8K
|
5.9K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.7K- 3.81% |
$86.8K - $93.8K
|
42.9K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.93K- 2.98% |
$98.3K - $106K
|
62.8K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.11K- 12.24% |
$108K - $117K
|
15.1K
$796K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.27K- 26.87% |
$116K - $125K
|
6.16K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.33K- 5.32% |
$119K - $129K
|
41.5K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.42K- 5.38% |
$124K - $134K
|
42.5K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.63K- 7.4% |
$135K - $146K
|
32.9K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.84K- 1.65% |
$145K - $157K
|
169K
$8.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.06K- 1.1% |
$156K - $169K
|
276K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3.32K- 9.95% |
$169K - $183K
|
30K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-3.39K- 1.66% |
$173K - $187K
|
201K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42K- 4.53% |
$175K - $189K
|
72.1K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.51K- 0.67% |
$179K - $194K
|
521K
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.52K- 30.91% |
$180K - $194K
|
7.86K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.6K- 16.68% |
$184K - $199K
|
18K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 0.65% |
$189K - $204K
|
566K
$29.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.72K- 2.67% |
$190K - $206K
|
136K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.35K- 49.11% |
$222K - $240K
|
4.51K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.45K- 2.88% |
$227K - $246K
|
150K
$7.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.99K- 5.78% |
$255K - $276K
|
81.3K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.02K- 7.32% |
$257K - $278K
|
63.6K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.74K- 12.77% |
$293K - $317K
|
39.2K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 49.8% |
$321K - $348K
|
6.34K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.35K- 1.2% |
$324K - $351K
|
521K
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.38K- 1.79% |
$326K - $353K
|
350K
$18.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-7.06K- 0.81% |
$360K - $390K
|
863K
$45.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.07K- 46.22% |
$361K - $391K
|
8.22K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.6K- 7.48% |
$439K - $475K
|
106K
$5.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-8.61K- 40.46% |
$440K - $476K
|
12.7K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9.01K- 1.6% |
$460K - $498K
|
553K
$29.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9.11K- 1.42% |
$466K - $504K
|
631K
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.45K- 4.53% |
$483K - $522K
|
199K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.64K- 1.99% |
$492K - $533K
|
475K
$25M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-9.79K- 4.77% |
$500K - $541K
|
196K
$10.3M
|