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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-144- 25.67% |
$6.99K - $7.61K
|
417
$23K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-154- 12.25% |
$7.47K - $8.14K
|
1.1K
$61K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-158- 1.43% |
$7.66K - $8.35K
|
10.9K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-171- 4.11% |
$8.3K - $9.04K
|
3.99K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-175- 1.07% |
$8.49K - $9.25K
|
16.1K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 30.58% |
$8.63K - $9.41K
|
404
$22.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-179- 2.05% |
$8.68K - $9.46K
|
8.57K
$474K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-184- 3.16% |
$8.93K - $9.73K
|
5.65K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-196- 0.83% |
$9.51K - $10.4K
|
23.4K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-205- 1.67% |
$9.94K - $10.8K
|
12.1K
$668K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-209- 1.39% |
$10.1K - $11K
|
14.9K
$821K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-210- 99.53% |
$10.2K - $11.1K
|
1
$55.3
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-225- 1.99% |
$10.9K - $11.9K
|
11.1K
$613K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-231- 6.68% |
$11.2K - $12.2K
|
3.23K
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-231- 3.6% |
$11.2K - $12.2K
|
6.18K
$341K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-253- 49.32% |
$12.3K - $13.4K
|
260
$14.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-263- 3.45% |
$12.8K - $13.9K
|
7.36K
$407K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-266- 4.06% |
$12.9K - $14.1K
|
6.28K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-277- 1.31% |
$13.4K - $14.6K
|
20.9K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-283- 0.63% |
$13.7K - $15K
|
45K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-295- 4.17% |
$14.3K - $15.6K
|
6.78K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-309- 3.68% |
$15K - $16.3K
|
8.09K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-311- 21.19% |
$15.1K - $16.4K
|
1.16K
$63.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-311- 1.18% |
$15.1K - $16.4K
|
26K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-314- 13.51% |
$15.2K - $16.6K
|
2.01K
$111K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-330- 5.04% |
$16K - $17.4K
|
6.22K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-331- 4.57% |
$16.1K - $17.5K
|
6.92K
$382K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-336- 34.32% |
$16.3K - $17.8K
|
643
$35.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-338- 0.66% |
$16.4K - $17.9K
|
50.8K
$2.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-343- 3.91% |
$16.6K - $18.1K
|
8.43K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-368- 7.7% |
$17.9K - $19.5K
|
4.41K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-374- 7.39% |
$18.1K - $19.8K
|
4.69K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-375- 2.64% |
$18.2K - $19.8K
|
13.8K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-387- 6.31% |
$18.8K - $20.5K
|
5.74K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-388- 0.33% |
$18.8K - $20.5K
|
118K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 50.0% |
$19.4K - $21.1K
|
400
$22.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-407- 7.11% |
$19.7K - $21.5K
|
5.32K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-408- 5.8% |
$19.8K - $21.6K
|
6.62K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-412- 1.23% |
$20K - $21.8K
|
33.2K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-424- 1.64% |
$20.6K - $22.4K
|
25.5K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-429- 0.35% |
$20.8K - $22.7K
|
122K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-449- 0.83% |
$21.8K - $23.7K
|
53.6K
$2.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-458- 60.34% |
$22.2K - $24.2K
|
301
$16.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-467- 0.89% |
$22.7K - $24.7K
|
51.9K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-471- 6.73% |
$22.8K - $24.9K
|
6.52K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-475- 7.31% |
$23K - $25.1K
|
6.02K
$333K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-483- 2.81% |
$23.4K - $25.5K
|
16.7K
$924K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-486- 7.28% |
$23.6K - $25.7K
|
6.19K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-489- 4.12% |
$23.7K - $25.8K
|
11.4K
$629K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-491- 5.34% |
$23.8K - $26K
|
8.71K
$481K
|