Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-465- 2.11% |
$22K - $23.3K
|
21.6K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-465- 4.98% |
$22K - $23.3K
|
8.86K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-468- 5.82% |
$22.2K - $23.4K
|
7.57K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-469- 6.65% |
$22.2K - $23.5K
|
6.59K
$363K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-482- 6.38% |
$22.8K - $24.1K
|
7.08K
$390K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-500- 3.97% |
$23.7K - $25K
|
12.1K
$667K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-508- 3.74% |
$24.1K - $25.4K
|
13.1K
$720K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-553- 3.62% |
$26.2K - $27.7K
|
14.7K
$810K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-568- 1.44% |
$26.9K - $28.5K
|
38.9K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-580- 1.14% |
$27.5K - $29.1K
|
50.4K
$2.78M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-607- 1.38% |
$28.8K - $30.4K
|
43.4K
$2.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-609- 10.02% |
$28.8K - $30.5K
|
5.47K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-609- 9.14% |
$28.8K - $30.5K
|
6.05K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-658- 8.08% |
$31.2K - $33K
|
7.49K
$413K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-671- 2.28% |
$31.8K - $33.6K
|
28.7K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-685- 1.96% |
$32.4K - $34.3K
|
34.2K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-695- 1.82% |
$32.9K - $34.8K
|
37.4K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-703- 7.59% |
$33.3K - $35.2K
|
8.56K
$472K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-729- 3.38% |
$34.5K - $36.5K
|
20.8K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-736- 13.77% |
$34.9K - $36.9K
|
4.61K
$254K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-738- 14.58% |
$35K - $37K
|
4.32K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-742- 11.97% |
$35.1K - $37.2K
|
5.46K
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-773- 1.63% |
$36.6K - $38.7K
|
46.6K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-782- 1.36% |
$37K - $39.2K
|
56.9K
$3.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-807- 4.59% |
$38.2K - $40.4K
|
16.8K
$925K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-810- 5.68% |
$38.4K - $40.6K
|
13.5K
$742K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-823- 3.13% |
$39K - $41.2K
|
25.5K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-832- 8.78% |
$39.4K - $41.7K
|
8.64K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-842- 13.55% |
$39.9K - $42.2K
|
5.37K
$296K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-879- 1.38% |
$41.6K - $44K
|
63K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-963- 0.57% |
$45.6K - $48.2K
|
169K
$9.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-973- 2.63% |
$46.1K - $48.7K
|
36.1K
$1.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-993- 0.08% |
$47K - $49.7K
|
1.18M
$65M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-995- 14.86% |
$47.1K - $49.8K
|
5.7K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-997- 12.03% |
$47.2K - $49.9K
|
7.29K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-998- 3.66% |
$47.3K - $50K
|
26.3K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.01K- 17.76% |
$47.6K - $50.3K
|
4.65K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.03K- 10.38% |
$48.6K - $51.3K
|
8.85K
$488K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.06K- 6.32% |
$50K - $52.8K
|
15.6K
$862K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.08K- 1.69% |
$51.2K - $54.1K
|
62.8K
$3.46M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.11K- 20.22% |
$52.4K - $55.4K
|
4.36K
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.11K- 95.84% |
$52.4K - $55.4K
|
48
$2.65K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 3.75% |
$53K - $56K
|
28.7K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.14K- 10.55% |
$53.8K - $56.9K
|
9.63K
$531K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 4.04% |
$54K - $57.2K
|
27.1K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.16K- 3.09% |
$54.9K - $58.1K
|
36.4K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.17K- 1.03% |
$55.2K - $58.4K
|
112K
$6.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.2K- 18.43% |
$56.7K - $59.9K
|
5.29K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 17.21% |
$57.4K - $60.7K
|
5.83K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.31K- 2.25% |
$61.8K - $65.4K
|
56.7K
$3.12M
|