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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
110KNew |
$5.03M - $5.49M
|
110K
$6.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
108K+ 4.88% |
$4.97M - $5.43M
|
2.33M
$128M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
105KNew |
$4.8M - $5.24M
|
105K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
104K+ 4.37% |
$4.78M - $5.22M
|
2.49M
$137M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
101K+ 33.79% |
$4.61M - $5.04M
|
398K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
93KNew |
$4.26M - $4.66M
|
93K
$5.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
91.4KNew |
$4.19M - $4.58M
|
91.4K
$5.04M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91.1K+ 7.15% |
$4.18M - $4.57M
|
1.37M
$75.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.6K+ 9.11% |
$3.88M - $4.24M
|
1.01M
$55.9M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
84.5KNew |
$3.88M - $4.23M
|
84.5K
$4.66M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81.2K+ 1579.42% |
$3.73M - $4.07M
|
86.4K
$4.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
80.5K+ 88.37% |
$3.69M - $4.03M
|
172K
$9.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.7K+ 13.17% |
$3.56M - $3.89M
|
668K
$36.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
76.4K+ 2.1% |
$3.51M - $3.83M
|
3.72M
$205M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
76.2KNew |
$3.5M - $3.82M
|
76.2K
$4.2M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
76K+ 1.03% |
$3.49M - $3.81M
|
7.43M
$410M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
74.4K+ 31.19% |
$3.41M - $3.73M
|
313K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73.9K+ 27.39% |
$3.39M - $3.7M
|
344K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.5K+ 39.32% |
$3.28M - $3.58M
|
253K
$14M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
69.7K+ 19.6% |
$3.2M - $3.49M
|
425K
$23.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
69.4K+ 18.91% |
$3.18M - $3.48M
|
437K
$24.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
67.8K+ 326.43% |
$3.11M - $3.4M
|
88.6K
$4.88M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
66.2KNew |
$3.04M - $3.31M
|
66.2K
$3.65M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
62.6K+ 480.05% |
$2.87M - $3.14M
|
75.7K
$4.17M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
60.2K+ 2.59% |
$2.76M - $3.01M
|
2.38M
$131M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
55.7K+ 19.34% |
$2.56M - $2.79M
|
344K
$18.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
55.1K+ 34.53% |
$2.53M - $2.76M
|
215K
$11.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
52.2K+ 93.31% |
$2.4M - $2.62M
|
108K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
51.6K+ 750.55% |
$2.37M - $2.58M
|
58.5K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.2K+ 46.38% |
$2.35M - $2.56M
|
162K
$8.91M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.8K+ 267.33% |
$2.33M - $2.54M
|
69.7K
$3.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
50.4K+ 3.2% |
$2.31M - $2.52M
|
1.62M
$89.6M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
50.2K+ 58.57% |
$2.3M - $2.52M
|
136K
$7.5M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
49.4KNew |
$2.26M - $2.47M
|
49.4K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
48.8K+ 19.28% |
$2.24M - $2.44M
|
302K
$16.6M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47.8K+ 26.82% |
$2.19M - $2.39M
|
226K
$12.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
47.7K+ 25.83% |
$2.19M - $2.39M
|
233K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
47.2K+ 30.47% |
$2.16M - $2.36M
|
202K
$11.1M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
46.9K+ 56.31% |
$2.15M - $2.35M
|
130K
$7.17M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44.4K+ 13.47% |
$2.04M - $2.23M
|
374K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
43.5KNew |
$2M - $2.18M
|
43.5K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
41.4K+ 3.59% |
$1.9M - $2.08M
|
1.2M
$65.9M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.6K+ 201.79% |
$1.82M - $1.98M
|
59.2K
$3.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.5K+ 50.09% |
$1.77M - $1.93M
|
115K
$6.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
38.5K+ 7.45% |
$1.77M - $1.93M
|
555K
$30.6M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36.9KNew |
$1.69M - $1.85M
|
36.9K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
36.4K+ 16.87% |
$1.67M - $1.83M
|
252K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
36.4KNew |
$1.67M - $1.82M
|
36.4K
$2M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
36.2KNew |
$1.66M - $1.81M
|
36.2K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.2KNew |
$1.66M - $1.81M
|
36.2K
$1.99M
|