Purchases and Sales Made in Q2 2024 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 12, 2024 Q2 2024
Lowe Brockenbrough & CO Inc

BUY
 -
281
+ 1.62%
$13.3K - $14.1K
17.6K $971K
Aug 05, 2024 Q2 2024
Cahaba Wealth Management, Inc.

BUY
 -
263
+ 3.57%
$12.5K - $13.2K
7.62K $420K
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
262
New
$12.4K - $13.1K
262 $14.4K
Jul 17, 2024 Q2 2024
Mcdonald Partners LLC

BUY
 -
256
+ 2.1%
$12.1K - $12.8K
12.5K $686K
Jul 08, 2024 Q2 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
220
New
$10.4K - $11K
220 $12.1K
Jul 31, 2024 Q2 2024
Lindbrook Capital, LLC

BUY
 -
214
New
$10.1K - $10.7K
214 $11.8K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
210
+ 21000.0%
$9.95K - $10.5K
211 $11.6K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
205
New
$9.71K - $10.3K
205 $11.3K
Jul 17, 2024 Q2 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
197
+ 2.79%
$9.33K - $9.87K
7.25K $399K
Aug 08, 2024 Q2 2024
Cnb Bank

Clearfield, PA
BUY
 -
193
New
$9.14K - $9.67K
193 $10.6K
Aug 05, 2024 Q2 2024
Central Trust CO

Jefferson City, MO
BUY
 -
164
New
$7.77K - $8.21K
164 $9.04K
Jul 22, 2024 Q2 2024
Grimes & Company, Inc.

BUY
 -
158
+ 2.29%
$7.48K - $7.91K
7.06K $389K
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
154
+ 1.79%
$7.29K - $7.71K
8.77K $483K
Jul 31, 2024 Q2 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
146
+ 0.2%
$6.92K - $7.31K
72.3K $3.99M
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
144
+ 13.73%
$6.82K - $7.21K
1.19K $65.8K
Jul 10, 2024 Q2 2024
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
135
New
$6.39K - $6.76K
135 $7.44K
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
129
New
$6.11K - $6.46K
129 $7.11K
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
123
+ 1.93%
$5.83K - $6.16K
6.5K $358K
Jul 24, 2024 Q2 2024
Traynor Capital Management, Inc.

BUY
 -
122
+ 2.29%
$5.78K - $6.11K
5.45K $300K
Oct 31, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
119
+ 0.34%
$5.64K - $5.96K
35.5K $1.96M
Jul 17, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
119
+ 0.34%
$5.64K - $5.96K
35.5K $1.96M
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
118
+ 0.15%
$5.59K - $5.91K
77.1K $4.25M
Jul 02, 2024 Q2 2024
M&R Capital Management Inc

BUY
 -
113
+ 106.6%
$5.35K - $5.66K
219 $12.1K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
107
+ 0.09%
$5.07K - $5.36K
120K $6.59M
Jul 22, 2024 Q2 2024
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
104
+ 0.4%
$4.93K - $5.21K
26K $1.44M
Aug 06, 2024 Q2 2024
Weitzel Financial Services, Inc.

BUY
 -
96
+ 0.29%
$4.55K - $4.81K
33.6K $1.85M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
91
+ 20.27%
$4.31K - $4.56K
540 $29.8K
Aug 12, 2024 Q2 2024
Awm Capital, LLC

BUY
 -
82
+ 0.57%
$3.88K - $4.11K
14.4K $795K
Aug 08, 2024 Q2 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
80
New
$3.79K - $4.01K
80 $4.41K
Jul 16, 2024 Q2 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
76
New
$3.6K - $3.81K
76 $4.19K
Jul 29, 2024 Q2 2024
Wealthstream Advisors, Inc.

BUY
 -
76
+ 0.51%
$3.6K - $3.81K
15.1K $831K
Jul 18, 2024 Q2 2024
Peterson Wealth Advisors, LLC

BUY
 -
71
+ 0.59%
$3.36K - $3.56K
12.2K $671K
Aug 01, 2024 Q2 2024
Embree Financial Group

Chicago, IL
BUY
 -
68
+ 0.53%
$3.22K - $3.41K
12.9K $713K
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
60
New
$2.84K - $3.01K
60 $3.31K
Aug 14, 2024 Q2 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
54
+ 0.43%
$2.56K - $2.7K
12.7K $702K
Jul 08, 2024 Q2 2024
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
50
+ 0.68%
$2.37K - $2.5K
7.38K $407K
Jul 22, 2024 Q2 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
50
+ 0.23%
$2.37K - $2.5K
22.2K $1.23M
Aug 12, 2024 Q2 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
47
+ 0.59%
$2.23K - $2.35K
7.98K $440K
Aug 08, 2024 Q2 2024
Hoge Financial Services, LLC

Canonsburg, PA
BUY
 -
46
+ 0.58%
$2.18K - $2.3K
7.94K $438K
Aug 14, 2024 Q2 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
42
+ 0.58%
$1.99K - $2.1K
7.27K $401K
Aug 06, 2024 Q2 2024
Greystone Financial Group, LLC

BUY
 -
40
+ 0.6%
$1.89K - $2K
6.72K $370K
Aug 13, 2024 Q2 2024
Twin Capital Management Inc

BUY
 -
40
+ 0.37%
$1.89K - $2K
10.8K $597K
Jul 23, 2024 Q2 2024
Darrow Company, Inc.

BUY
 -
38
+ 0.41%
$1.8K - $1.9K
9.34K $515K
Jul 12, 2024 Q2 2024
Kraematon Investment Advisors, Inc

BUY
 -
35
+ 0.32%
$1.66K - $1.75K
11.1K $609K
Aug 09, 2024 Q2 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
31
+ 0.19%
$1.47K - $1.55K
16.5K $907K
Jul 12, 2024 Q2 2024
Accel Wealth Management

BUY
 -
29
+ 0.41%
$1.37K - $1.45K
7.03K $388K
Aug 06, 2024 Q2 2024
Camden Capital, LLC

BUY
 -
24
+ 0.19%
$1.14K - $1.2K
12.9K $710K
Aug 02, 2024 Q2 2024
Index Fund Advisors, Inc.

BUY
 -
22
+ 0.07%
$1.04K - $1.1K
32K $1.76M
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
22
New
$1.04K - $1.1K
22 $1.21K

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