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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
141+ 0.22% |
$6.84K - $7.45K
|
63.1K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
135+ 0.54% |
$6.55K - $7.14K
|
25.3K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
133+ 2.33% |
$6.45K - $7.03K
|
5.83K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 143.02% |
$5.97K - $6.5K
|
209
$11.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.61K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
110+ 85.27% |
$5.34K - $5.81K
|
239
$13.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
107+ 0.3% |
$5.19K - $5.66K
|
35.6K
$1.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 1.36% |
$4.85K - $5.29K
|
7.48K
$412K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
99New |
$4.8K - $5.23K
|
99
$5.46K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
96+ 2.2% |
$4.66K - $5.07K
|
4.46K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
94+ 1.33% |
$4.56K - $4.97K
|
7.16K
$395K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
90+ 0.52% |
$4.37K - $4.76K
|
17.2K
$950K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
89+ 0.41% |
$4.32K - $4.7K
|
21.5K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
83+ 0.13% |
$4.03K - $4.39K
|
61.6K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
74+ 0.51% |
$3.59K - $3.91K
|
14.5K
$799K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
73+ 0.59% |
$3.54K - $3.86K
|
12.5K
$690K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 0.2% |
$3.3K - $3.59K
|
34.3K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
67+ 0.51% |
$3.25K - $3.54K
|
13.3K
$732K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61New |
$2.96K - $3.22K
|
61
$3.36K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
60+ 0.46% |
$2.91K - $3.17K
|
13K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
57+ 0.83% |
$2.77K - $3.01K
|
6.91K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
56+ 0.83% |
$2.72K - $2.96K
|
6.77K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
49+ 0.38% |
$2.38K - $2.59K
|
12.8K
$705K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46New |
$2.23K - $2.43K
|
46
$2.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
43+ 0.39% |
$2.09K - $2.27K
|
11K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
42+ 0.53% |
$2.04K - $2.22K
|
7.98K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.53% |
$2.04K - $2.22K
|
8.02K
$442K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
41+ 0.53% |
$1.99K - $2.17K
|
7.8K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
41+ 0.05% |
$1.99K - $2.17K
|
85.4K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 1.14% |
$1.94K - $2.11K
|
3.55K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
38+ 0.52% |
$1.84K - $2.01K
|
7.31K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
36+ 0.33% |
$1.75K - $1.9K
|
10.9K
$599K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
35+ 0.37% |
$1.7K - $1.85K
|
9.37K
$517K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.65K - $1.8K
|
34
$1.87K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33+ 0.15% |
$1.6K - $1.74K
|
22.3K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.14% |
$1.5K - $1.64K
|
22.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
27+ 0.16% |
$1.31K - $1.43K
|
16.5K
$908K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
25+ 0.79% |
$1.21K - $1.32K
|
3.19K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
16+ 0.32% |
$776 - $846
|
5.05K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
13+ 0.31% |
$631 - $687
|
4.16K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
10+ 0.06% |
$485 - $529
|
18.1K
$999K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 0.12% |
$388 - $423
|
6.61K
$365K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$340 - $370
|
2.8K
$154K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.11% |
$291 - $317
|
5.61K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.07% |
$291 - $317
|
8.4K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5+ 0.09% |
$243 - $264
|
5.38K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$194 - $211
|
4
$220
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.03% |
$194 - $211
|
14.2K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4+ 0.04% |
$194 - $211
|
10K
$553K
|