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 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.06K+ 41.9% |
$54.1K - $58.5K
|
3.58K
$184K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.05K+ 0.75% |
$53.7K - $58.1K
|
142K
$7.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$52.2K - $56.4K
|
1.02K
$52.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 3.24% |
$51.8K - $56K
|
32.3K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.01KNew |
$51.8K - $56K
|
1.01K
$52.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
987+ 14.44% |
$50.4K - $54.6K
|
7.82K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
973+ 8.16% |
$49.7K - $53.8K
|
12.9K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
930+ 0.95% |
$47.5K - $51.4K
|
99K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
928+ 17.77% |
$47.4K - $51.3K
|
6.15K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
919+ 15.16% |
$47K - $50.8K
|
6.98K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
893+ 1.76% |
$45.6K - $49.4K
|
51.5K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
864New |
$44.1K - $47.8K
|
864
$44.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
812New |
$41.5K - $44.9K
|
812
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
808+ 15.02% |
$41.3K - $44.7K
|
6.19K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
808+ 1.58% |
$41.3K - $44.7K
|
51.8K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
800New |
$40.9K - $44.2K
|
800
$41.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
759+ 1.48% |
$38.8K - $41.9K
|
52K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
751+ 4.07% |
$38.4K - $41.5K
|
19.2K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
736+ 13.63% |
$37.6K - $40.7K
|
6.14K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
722New |
$36.9K - $39.9K
|
722
$37.1K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
695New |
$35.5K - $38.4K
|
695
$35.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
694New |
$35.5K - $38.4K
|
694
$35.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
679+ 3.45% |
$34.7K - $37.5K
|
20.4K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
662+ 14.85% |
$33.8K - $36.6K
|
5.12K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
655+ 1.22% |
$33.5K - $36.2K
|
54.2K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
644+ 5.66% |
$32.9K - $35.6K
|
12K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
637+ 13.73% |
$32.5K - $35.2K
|
5.28K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
637+ 6.85% |
$32.5K - $35.2K
|
9.93K
$511K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
628+ 10.58% |
$32.1K - $34.7K
|
6.57K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
627+ 2.29% |
$32K - $34.7K
|
28K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
616+ 1.77% |
$31.5K - $34K
|
35.4K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
597New |
$30.5K - $33K
|
597
$30.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
564+ 4.0% |
$28.8K - $31.2K
|
14.7K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
560+ 136.92% |
$28.6K - $31K
|
969
$49.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
552+ 5.49% |
$28.2K - $30.5K
|
10.6K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
528+ 7.64% |
$27K - $29.2K
|
7.44K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
511+ 2.83% |
$26.1K - $28.2K
|
18.6K
$953K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
481+ 224.77% |
$24.6K - $26.6K
|
695
$35.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
477+ 3.84% |
$24.4K - $26.4K
|
12.9K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
475+ 1.88% |
$24.3K - $26.3K
|
25.8K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
460+ 0.21% |
$23.5K - $25.4K
|
218K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
450New |
$23K - $24.9K
|
450
$23.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
440+ 1.49% |
$22.5K - $24.3K
|
30K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
435+ 3.56% |
$22.2K - $24K
|
12.7K
$650K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
429+ 6.54% |
$21.9K - $23.7K
|
6.99K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
411+ 12.88% |
$21K - $22.7K
|
3.6K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
407+ 0.52% |
$20.8K - $22.5K
|
78.8K
$4.05M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$20.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$20.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
397+ 0.02% |
$20.3K - $21.9K
|
2.21M
$114M
|