Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
646K+ 68.38% |
$31.3M - $34.1M
|
1.59M
$84.7M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
508K+ 3702.38% |
$24.6M - $26.8M
|
522K
$27.8M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
461K+ 2.32% |
$22.4M - $24.4M
|
20.3M
$1.08B
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
234K+ 22.13% |
$11.4M - $12.4M
|
1.29M
$68.8M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
212K+ 5.11% |
$10.3M - $11.2M
|
4.35M
$232M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
135K+ 23.57% |
$6.57M - $7.16M
|
710K
$37.8M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 4.62% |
$5.92M - $6.45M
|
2.76M
$147M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
121K+ 50.05% |
$5.87M - $6.4M
|
363K
$19.3M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
100K+ 6.94% |
$4.85M - $5.29M
|
1.54M
$82.1M
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
92.1K+ 45.94% |
$4.47M - $4.87M
|
292K
$15.6M
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
86.1K+ 9.95% |
$4.18M - $4.55M
|
952K
$50.7M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
83.8K+ 5.52% |
$4.07M - $4.43M
|
1.6M
$85.3M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
81.9K+ 257.04% |
$3.97M - $4.33M
|
114K
$6.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.7K+ 11.51% |
$3.82M - $4.16M
|
763K
$40.6M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74.3K+ 98.63% |
$3.6M - $3.93M
|
150K
$7.97M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73.2K+ 15.76% |
$3.55M - $3.87M
|
538K
$28.6M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62.9K+ 2.0% |
$3.05M - $3.33M
|
3.21M
$171M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
51.2K+ 12.69% |
$2.48M - $2.71M
|
455K
$24.2M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50K+ 36.11% |
$2.43M - $2.64M
|
189K
$10M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
45.2K+ 2.83% |
$2.19M - $2.39M
|
1.64M
$87.4M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
44.6K+ 2.69% |
$2.16M - $2.36M
|
1.7M
$90.7M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43.9K+ 40.14% |
$2.13M - $2.32M
|
153K
$8.15M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
42.4K+ 6.79% |
$2.06M - $2.24M
|
667K
$35.5M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.8K+ 44.68% |
$1.98M - $2.16M
|
132K
$7.04M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.5K+ 117.93% |
$1.91M - $2.09M
|
72.9K
$3.88M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.9KNew |
$1.84M - $2M
|
37.9K
$2.02M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36.3K+ 7.46% |
$1.76M - $1.92M
|
522K
$27.8M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.5K+ 8.84% |
$1.72M - $1.88M
|
438K
$23.3M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.9KNew |
$1.45M - $1.58M
|
29.9K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28.3K+ 6.95% |
$1.37M - $1.5M
|
435K
$23.2M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.7KNew |
$1.34M - $1.46M
|
27.7K
$1.47M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.4K+ 0.65% |
$1.33M - $1.45M
|
4.23M
$225M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
24.1K+ 6.64% |
$1.17M - $1.27M
|
387K
$20.6M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
23.5K+ 10.03% |
$1.14M - $1.24M
|
258K
$13.7M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 17.08% |
$1.06M - $1.15M
|
150K
$7.97M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.4K+ 6.61% |
$988K - $1.08M
|
329K
$17.5M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
18.5K+ 28.0% |
$899K - $979K
|
84.7K
$4.51M
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$897K - $977K
|
18.5K
$985K
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17.8K+ 4.12% |
$863K - $940K
|
449K
$23.9M
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
16.6K+ 3.98% |
$805K - $878K
|
433K
$23.1M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.3K+ 8.01% |
$790K - $861K
|
220K
$11.7M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$755K - $823K
|
15.6K
$829K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
15.1K+ 3.6% |
$731K - $796K
|
434K
$23.1M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.7KNew |
$713K - $777K
|
14.7K
$783K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$708K - $772K
|
14.6K
$777K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
13.1K+ 3.01% |
$638K - $695K
|
449K
$23.9M
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12.9K+ 1.87% |
$626K - $682K
|
703K
$37.4M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
12.8K+ 8.34% |
$621K - $676K
|
166K
$8.85M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.6K+ 2.22% |
$611K - $666K
|
580K
$30.9M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
12K+ 8.86% |
$583K - $636K
|
148K
$7.87M
|