Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-681- 1.26% |
$31.2K - $34.1K
|
53.4K
$2.95M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-684- 25.13% |
$31.4K - $34.3K
|
2.04K
$113K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-689- 13.28% |
$31.6K - $34.5K
|
4.5K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-694- 0.76% |
$31.8K - $34.8K
|
90.2K
$4.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-763- 4.85% |
$35K - $38.2K
|
15K
$826K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-818- 5.67% |
$37.5K - $41K
|
13.6K
$753K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-847- 11.55% |
$38.9K - $42.4K
|
6.49K
$359K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-851- 0.71% |
$39K - $42.6K
|
119K
$6.6M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-925- 5.81% |
$42.4K - $46.3K
|
15K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-929- 1.66% |
$42.6K - $46.5K
|
55.2K
$3.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-930- 13.27% |
$42.7K - $46.6K
|
6.08K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-934- 12.29% |
$42.9K - $46.8K
|
6.66K
$368K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-936- 0.79% |
$42.9K - $46.9K
|
117K
$6.48M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-954- 2.51% |
$43.8K - $47.8K
|
37.1K
$2.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-987- 1.15% |
$45.3K - $49.4K
|
84.7K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-987- 12.27% |
$45.3K - $49.4K
|
7.06K
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.02K- 8.83% |
$46.8K - $51.1K
|
10.5K
$581K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.06K- 99.91% |
$48.5K - $53K
|
1
$55.3
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.09K- 3.45% |
$50.2K - $54.8K
|
30.7K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.1K- 95.58% |
$50.7K - $55.3K
|
51
$2.82K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.14K- 21.0% |
$52.3K - $57.2K
|
4.29K
$237K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.18K- 6.72% |
$54K - $59K
|
16.3K
$904K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.18K- 17.41% |
$54.3K - $59.3K
|
5.61K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.2K- 2.07% |
$55.2K - $60.3K
|
56.9K
$3.15M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.22K- 9.22% |
$55.9K - $61.1K
|
12K
$663K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 12.25% |
$56.2K - $61.4K
|
8.78K
$485K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.28K- 18.0% |
$58.5K - $63.9K
|
5.81K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.39K- 2.72% |
$63.5K - $69.4K
|
49.5K
$2.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.42K- 17.5% |
$65.1K - $71.1K
|
6.7K
$370K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-1.45K- 0.43% |
$66.4K - $72.5K
|
338K
$18.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.47K- 4.78% |
$67.4K - $73.6K
|
29.3K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.5K- 0.49% |
$68.8K - $75.1K
|
303K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.52K- 18.13% |
$69.7K - $76.2K
|
6.87K
$379K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.55K- 0.75% |
$70.9K - $77.5K
|
205K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.59K- 4.19% |
$72.8K - $79.5K
|
36.3K
$2.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.59K- 21.53% |
$73K - $79.8K
|
5.8K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.68K- 10.29% |
$77K - $84.1K
|
14.6K
$809K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.71K- 31.66% |
$78.3K - $85.5K
|
3.69K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.72K- 2.43% |
$78.8K - $86.1K
|
69.1K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 73.48% |
$80.3K - $87.7K
|
632
$34.9K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.83K- 19.9% |
$83.7K - $91.4K
|
7.35K
$406K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.83K- 0.75% |
$84.1K - $91.8K
|
242K
$13.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.85K- 14.14% |
$84.7K - $92.5K
|
11.2K
$620K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.86K- 84.45% |
$85.2K - $93.1K
|
342
$18.9K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.91K- 25.51% |
$87.8K - $95.9K
|
5.59K
$309K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.95K- 0.61% |
$89.2K - $97.4K
|
315K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.32K- 8.98% |
$107K - $116K
|
23.6K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.34K- 0.55% |
$107K - $117K
|
422K
$23.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.36K- 4.48% |
$108K - $118K
|
50.4K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.36K- 9.11% |
$108K - $118K
|
23.6K
$1.3M
|