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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-4.65K- 2.27% |
$220K - $233K
|
200K
$10.7M
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4.86K- 0.97% |
$230K - $243K
|
496K
$26.4M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.93K- 16.07% |
$234K - $247K
|
25.8K
$1.37M
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.16K- 3.02% |
$244K - $258K
|
166K
$8.83M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.34K- 0.36% |
$253K - $267K
|
1.48M
$78.9M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.57K- 7.28% |
$264K - $279K
|
70.9K
$3.78M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.64K- 1.44% |
$267K - $282K
|
385K
$20.5M
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-6.15K- 28.08% |
$291K - $308K
|
15.8K
$839K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.31K- 47.03% |
$299K - $316K
|
7.11K
$379K
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 1.09% |
$301K - $319K
|
579K
$30.8M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.46K- 4.46% |
$306K - $324K
|
139K
$7.38M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.49K- 22.7% |
$307K - $325K
|
22.1K
$1.18M
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.56K- 1.68% |
$311K - $329K
|
384K
$20.4M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.69K- 2.35% |
$317K - $335K
|
278K
$14.8M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.71K- 15.54% |
$318K - $336K
|
36.5K
$1.94M
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.83K- 3.34% |
$324K - $342K
|
198K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7.38K- 7.67% |
$350K - $370K
|
88.9K
$4.73M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.47K- 0.67% |
$354K - $374K
|
1.11M
$59.3M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-7.6K- 10.19% |
$360K - $381K
|
67K
$3.57M
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.13K- 6.88% |
$385K - $407K
|
110K
$5.86M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.46K- 4.67% |
$401K - $424K
|
173K
$9.19M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.59K- 7.32% |
$407K - $430K
|
109K
$5.79M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.87K- 2.24% |
$420K - $444K
|
388K
$20.6M
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-9.03K- 1.03% |
$428K - $452K
|
866K
$46.1M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.21K- 1.86% |
$436K - $461K
|
486K
$25.9M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-9.24K- 89.68% |
$438K - $463K
|
1.06K
$56.7K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9.44K- 3.76% |
$447K - $473K
|
242K
$12.9M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-10.1K- 64.46% |
$477K - $505K
|
5.56K
$296K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 9.91% |
$533K - $564K
|
102K
$5.45M
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-11.7K- 8.59% |
$553K - $585K
|
124K
$6.62M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.3K- 3.14% |
$583K - $617K
|
380K
$20.2M
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.2K- 3.17% |
$623K - $659K
|
402K
$21.4M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.2K- 36.61% |
$625K - $661K
|
22.8K
$1.22M
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 15.57% |
$630K - $667K
|
72.2K
$3.84M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 1.63% |
$647K - $685K
|
822K
$43.8M
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-16.2K- 4.37% |
$766K - $810K
|
354K
$18.8M
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-16.9K- 32.33% |
$801K - $847K
|
35.4K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-17.2K- 1.56% |
$817K - $864K
|
1.09M
$57.8M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.8K- 2.38% |
$844K - $892K
|
729K
$38.8M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-18.2K- 4.81% |
$861K - $911K
|
360K
$19.2M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 61.79% |
$877K - $928K
|
11.5K
$610K
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-18.6K- 1.21% |
$880K - $930K
|
1.52M
$80.9M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19.3K- 4.01% |
$912K - $964K
|
461K
$24.5M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20.4K- 2.97% |
$968K - $1.02M
|
667K
$35.5M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-21.8K- 25.79% |
$1.03M - $1.09M
|
62.9K
$3.35M
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-22.2K- 9.16% |
$1.05M - $1.11M
|
220K
$11.7M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22.5K- 7.48% |
$1.06M - $1.13M
|
278K
$14.8M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-25.7K- 4.21% |
$1.22M - $1.29M
|
584K
$31.1M
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-28.6K- 4.84% |
$1.35M - $1.43M
|
562K
$29.9M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-30.2K- 3.32% |
$1.43M - $1.51M
|
879K
$46.8M
|