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 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
228+ 0.83% |
$11.1K - $12.1K
|
27.7K
$1.48M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
205+ 105.13% |
$9.94K - $10.8K
|
400
$21.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
202+ 18.0% |
$9.8K - $10.7K
|
1.32K
$70.6K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
200+ 2.31% |
$9.7K - $10.6K
|
8.84K
$471K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
187+ 1.41% |
$9.07K - $9.88K
|
13.5K
$717K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
187+ 26.26% |
$9.07K - $9.88K
|
899
$47.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 0.51% |
$8.54K - $9.3K
|
34.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172+ 0.23% |
$8.34K - $9.09K
|
74.2K
$3.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
171+ 3.87% |
$8.3K - $9.04K
|
4.59K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
166New |
$8.05K - $8.77K
|
166
$8.85K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
166+ 0.07% |
$8.05K - $8.77K
|
251K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
165+ 19.86% |
$8K - $8.72K
|
996
$53.1K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 84.75% |
$7.28K - $7.93K
|
327
$17.4K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 84.75% |
$7.28K - $7.93K
|
327
$17.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
143+ 2.99% |
$6.94K - $7.56K
|
4.93K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
143+ 1.53% |
$6.94K - $7.56K
|
9.48K
$505K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
141+ 0.22% |
$6.84K - $7.45K
|
63.1K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
135+ 0.54% |
$6.55K - $7.14K
|
25.3K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
133+ 2.33% |
$6.45K - $7.03K
|
5.83K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 143.02% |
$5.97K - $6.5K
|
209
$11.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
120New |
$5.82K - $6.34K
|
120
$6.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
110+ 85.27% |
$5.34K - $5.81K
|
239
$12.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
107+ 0.3% |
$5.19K - $5.66K
|
35.6K
$1.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 1.36% |
$4.85K - $5.29K
|
7.48K
$399K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
99New |
$4.8K - $5.23K
|
99
$5.28K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
96+ 2.2% |
$4.66K - $5.07K
|
4.46K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
94+ 1.33% |
$4.56K - $4.97K
|
7.16K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
90+ 0.52% |
$4.37K - $4.76K
|
17.2K
$919K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
89+ 0.41% |
$4.32K - $4.7K
|
21.5K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
83+ 0.13% |
$4.03K - $4.39K
|
61.6K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
74+ 0.51% |
$3.59K - $3.91K
|
14.5K
$772K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
73+ 0.59% |
$3.54K - $3.86K
|
12.5K
$668K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 0.2% |
$3.3K - $3.59K
|
34.3K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
67+ 0.51% |
$3.25K - $3.54K
|
13.3K
$708K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61New |
$2.96K - $3.22K
|
61
$3.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
60+ 0.46% |
$2.91K - $3.17K
|
13K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
57+ 0.83% |
$2.77K - $3.01K
|
6.91K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
56+ 0.83% |
$2.72K - $2.96K
|
6.77K
$361K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
51+ 0.08% |
$2.47K - $2.7K
|
60.5K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
49+ 0.38% |
$2.38K - $2.59K
|
12.8K
$681K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46New |
$2.23K - $2.43K
|
46
$2.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
43+ 0.39% |
$2.09K - $2.27K
|
11K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.53% |
$2.04K - $2.22K
|
8.02K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
42+ 0.53% |
$2.04K - $2.22K
|
7.98K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
41+ 0.53% |
$1.99K - $2.17K
|
7.8K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
41+ 0.05% |
$1.99K - $2.17K
|
85.4K
$4.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 1.14% |
$1.94K - $2.11K
|
3.55K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
38+ 0.52% |
$1.84K - $2.01K
|
7.31K
$390K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
38+ 0.52% |
$1.84K - $2.01K
|
7.31K
$390K
|