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
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-458- 60.34% |
$22.2K - $24.2K
|
301
$15.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-467- 0.89% |
$22.7K - $24.7K
|
51.9K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-471- 6.73% |
$22.8K - $24.9K
|
6.52K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-475- 7.31% |
$23K - $25.1K
|
6.02K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-483- 2.81% |
$23.4K - $25.5K
|
16.7K
$882K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-486- 7.28% |
$23.6K - $25.7K
|
6.19K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-489- 4.12% |
$23.7K - $25.8K
|
11.4K
$599K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-491- 5.34% |
$23.8K - $26K
|
8.71K
$459K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-502- 3.86% |
$24.4K - $26.5K
|
12.5K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-505- 40.73% |
$24.5K - $26.7K
|
735
$38.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-514- 1.97% |
$24.9K - $27.2K
|
25.5K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-518- 1.04% |
$25.1K - $27.4K
|
49.4K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-523- 6.08% |
$25.4K - $27.6K
|
8.08K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-526- 0.56% |
$25.5K - $27.8K
|
93.5K
$4.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-564- 1.45% |
$27.4K - $29.8K
|
38.3K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-575- 8.83% |
$27.9K - $30.4K
|
5.94K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-589- 5.08% |
$28.6K - $31.1K
|
11K
$580K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-606- 18.64% |
$29.4K - $32K
|
2.65K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-613- 8.09% |
$29.7K - $32.4K
|
6.96K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-654- 8.84% |
$31.7K - $34.6K
|
6.75K
$356K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-664- 6.03% |
$32.2K - $35.1K
|
10.3K
$545K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-690- 0.18% |
$33.5K - $36.5K
|
379K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 0.16% |
$34K - $37K
|
448K
$23.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-706- 12.94% |
$34.2K - $37.3K
|
4.75K
$250K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-754- 97.54% |
$36.6K - $39.9K
|
19
$1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-762- 52.99% |
$37K - $40.3K
|
676
$35.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-795- 4.51% |
$38.6K - $42K
|
16.8K
$886K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-817- 8.03% |
$39.6K - $43.2K
|
9.36K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-837- 13.83% |
$40.6K - $44.2K
|
5.22K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-838- 4.87% |
$40.7K - $44.3K
|
16.4K
$864K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-852- 2.65% |
$41.3K - $45K
|
31.3K
$1.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-856- 1.5% |
$41.5K - $45.2K
|
56.1K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-859- 0.05% |
$41.7K - $45.4K
|
1.58M
$83.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-862- 2.37% |
$41.8K - $45.6K
|
35.5K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-864- 0.44% |
$41.9K - $45.7K
|
197K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-868- 3.62% |
$42.1K - $45.9K
|
23.1K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-887- 2.79% |
$43K - $46.9K
|
30.9K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-930- 3.07% |
$45.1K - $49.2K
|
29.4K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-932- 17.04% |
$45.2K - $49.3K
|
4.54K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-944- 5.07% |
$45.8K - $49.9K
|
17.7K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-956- 13.45% |
$46.4K - $50.5K
|
6.15K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-966- 13.96% |
$46.9K - $51.1K
|
5.96K
$314K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-984- 17.79% |
$47.7K - $52K
|
4.55K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-993- 11.2% |
$48.2K - $52.5K
|
7.87K
$415K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05K- 4.12% |
$50.9K - $55.5K
|
24.5K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.08K- 19.32% |
$52.4K - $57.1K
|
4.51K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.1K- 0.31% |
$53.4K - $58.2K
|
353K
$18.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.11K- 1.11% |
$53.6K - $58.4K
|
98K
$5.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.11K- 18.25% |
$53.7K - $58.5K
|
4.95K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.18K- 1.94% |
$57.2K - $62.3K
|
59.7K
$3.15M
|