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 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
81.9K+ 6.02% |
$3.88M - $4.1M
|
1.44M
$78.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
80.6K+ 18.38% |
$3.82M - $4.04M
|
519K
$28.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
80.6K+ 8.26% |
$3.82M - $4.04M
|
1.06M
$57.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
80.6K+ 2.54% |
$3.82M - $4.04M
|
3.26M
$178M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
78.5KNew |
$3.72M - $3.93M
|
78.5K
$4.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
77K+ 211.85% |
$3.65M - $3.86M
|
113K
$6.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74.3K+ 34.56% |
$3.52M - $3.72M
|
289K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
73.1K+ 730620.0% |
$3.46M - $3.66M
|
73.1K
$3.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
66.8K+ 19.09% |
$3.16M - $3.35M
|
417K
$22.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66.3K+ 16.66% |
$3.14M - $3.32M
|
464K
$25.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
63.5K+ 29.62% |
$3.01M - $3.18M
|
278K
$15.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
59.9K+ 618.12% |
$2.84M - $3M
|
69.6K
$3.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
57.4K+ 3.8% |
$2.72M - $2.88M
|
1.57M
$85.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
54.6KNew |
$2.58M - $2.73M
|
54.6K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
54.4K+ 9.53% |
$2.57M - $2.72M
|
624K
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
53.8K+ 2.26% |
$2.55M - $2.7M
|
2.44M
$133M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51.8K+ 158.97% |
$2.46M - $2.6M
|
84.5K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.8K+ 2.93% |
$2.45M - $2.59M
|
1.82M
$99.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48.6K+ 6576.73% |
$2.3M - $2.43M
|
49.3K
$2.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.2K+ 4.76% |
$2.28M - $2.42M
|
1.06M
$58.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
46.2K+ 41.97% |
$2.19M - $2.32M
|
156K
$8.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
44.7K+ 6.24% |
$2.12M - $2.24M
|
761K
$41.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.2K+ 11.27% |
$2.05M - $2.16M
|
427K
$23.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.2K+ 11.54% |
$2.05M - $2.16M
|
417K
$22.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
41.3K+ 12.67% |
$1.96M - $2.07M
|
368K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.2KNew |
$1.81M - $1.91M
|
38.2K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
37.2K+ 11.43% |
$1.76M - $1.87M
|
363K
$19.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.2K+ 3.05% |
$1.76M - $1.86M
|
1.26M
$68.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$1.74M - $1.84M
|
36.7K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
36.4K+ 1.2% |
$1.72M - $1.82M
|
3.07M
$168M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
34.9KNew |
$1.65M - $1.75M
|
34.9K
$1.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
34.8K+ 2.14% |
$1.65M - $1.74M
|
1.66M
$90.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.4K+ 4.56% |
$1.63M - $1.72M
|
788K
$43.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
33.7K+ 7.55% |
$1.6M - $1.69M
|
480K
$26.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33.4KNew |
$1.58M - $1.67M
|
33.4K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
33.2K+ 78.84% |
$1.57M - $1.66M
|
75.3K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.1K+ 1.07% |
$1.57M - $1.66M
|
3.13M
$171M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
32.2K+ 32.17% |
$1.53M - $1.61M
|
132K
$7.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.9K+ 6.9% |
$1.51M - $1.6M
|
494K
$27M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.5KNew |
$1.45M - $1.53M
|
30.5K
$1.67M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
30.5KNew |
$1.45M - $1.53M
|
30.5K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.1K+ 48.52% |
$1.38M - $1.46M
|
89.2K
$4.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.8K+ 0.69% |
$1.36M - $1.44M
|
4.2M
$230M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.8K+ 23.75% |
$1.32M - $1.39M
|
145K
$7.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.5K+ 1.49% |
$1.3M - $1.38M
|
1.87M
$102M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
27.5K+ 43.99% |
$1.3M - $1.38M
|
90.2K
$4.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
27K+ 5.75% |
$1.28M - $1.35M
|
497K
$27.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
26.9K+ 7.84% |
$1.28M - $1.35M
|
371K
$20.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25.8K+ 230.94% |
$1.22M - $1.29M
|
37K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25.6K+ 287.85% |
$1.21M - $1.28M
|
34.6K
$1.89M
|