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 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.14K+ 17.66% |
$98.2K - $107K
|
14.3K
$786K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.14KNew |
$98K - $107K
|
2.14K
$118K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.14K+ 0.43% |
$98K - $107K
|
501K
$27.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.1K+ 9.82% |
$96.2K - $105K
|
23.4K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.03K+ 6.31% |
$93.1K - $102K
|
34.2K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2KNew |
$91.8K - $100K
|
2K
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.94K+ 11.71% |
$89.2K - $97.4K
|
18.5K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1.86K+ 1.88% |
$85.1K - $92.9K
|
100K
$5.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.81K+ 4.03% |
$83.1K - $90.7K
|
46.8K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.78K+ 4.29% |
$81.6K - $89.1K
|
43.2K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.77K+ 0.08% |
$81K - $88.5K
|
2.21M
$122M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.76K+ 3.84% |
$80.7K - $88.2K
|
47.6K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.75K+ 8.54% |
$80.3K - $87.7K
|
22.2K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.73K+ 3.43% |
$79.5K - $86.8K
|
52.2K
$2.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.71K+ 6.23% |
$78.4K - $85.6K
|
29.1K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.63K+ 21.76% |
$74.7K - $81.6K
|
9.12K
$502K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.63KNew |
$74.6K - $81.5K
|
1.63K
$89.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 20.26% |
$73.9K - $80.7K
|
9.56K
$527K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.55K+ 25.4% |
$71.3K - $77.8K
|
7.67K
$423K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.54K+ 12825.0% |
$70.6K - $77.1K
|
1.55K
$85.5K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.51K+ 1568.75% |
$69.1K - $75.5K
|
1.6K
$88.3K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 76.92% |
$68.8K - $75.2K
|
3.45K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.5KNew |
$68.6K - $74.9K
|
1.5K
$82.5K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.48K+ 21.71% |
$67.9K - $74.1K
|
8.29K
$457K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 59.05% |
$65.3K - $71.3K
|
3.83K
$211K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.4K+ 2.43% |
$64.2K - $70.1K
|
59.1K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.36K+ 6.47% |
$62.2K - $67.9K
|
22.3K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.34K+ 0.7% |
$61.5K - $67.1K
|
193K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.34K+ 9.2% |
$61.3K - $66.9K
|
15.9K
$874K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 1.59% |
$60K - $65.5K
|
83.3K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.31K+ 16.32% |
$59.9K - $65.4K
|
9.31K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 15.65% |
$58.8K - $64.2K
|
9.47K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.24K+ 0.88% |
$56.8K - $62.1K
|
142K
$7.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.23K+ 5.37% |
$56.6K - $61.8K
|
24.2K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 12.26% |
$56K - $61.1K
|
11.2K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.2K+ 5.58% |
$55.1K - $60.1K
|
22.7K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 2.12% |
$51.2K - $56K
|
53.7K
$2.96M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.11K+ 1.2% |
$50.8K - $55.5K
|
93.6K
$5.16M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.1K+ 2164.71% |
$50.7K - $55.3K
|
1.16K
$63.7K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.09K+ 7.52% |
$50.1K - $54.8K
|
15.6K
$862K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.08K+ 1.1% |
$49.4K - $54K
|
99.2K
$5.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.04K+ 5.61% |
$47.8K - $52.2K
|
19.6K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.01K+ 0.19% |
$46.4K - $50.7K
|
538K
$29.6M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.01K+ 1.13% |
$46.3K - $50.6K
|
90.3K
$4.98M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
991New |
$45.5K - $49.6K
|
991
$54.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
974New |
$44.7K - $48.8K
|
974
$53.7K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
961+ 1.45% |
$44.1K - $48.1K
|
67.3K
$3.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
936+ 1.22% |
$42.9K - $46.9K
|
77.6K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
929+ 11.15% |
$42.6K - $46.5K
|
9.26K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
900New |
$41.3K - $45.1K
|
900
$49.6K
|