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 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.49K- 3.21% |
$72.2K - $78.7K
|
44.9K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.52K- 0.08% |
$73.8K - $80.5K
|
1.87M
$103M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.53K- 0.96% |
$74.3K - $80.9K
|
157K
$8.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.55K- 9.13% |
$75K - $81.8K
|
15.4K
$850K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.55K- 21.24% |
$75.1K - $81.9K
|
5.75K
$318K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.56K- 2.48% |
$75.7K - $82.5K
|
61.3K
$3.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.58K- 1.8% |
$76.8K - $83.7K
|
86.3K
$4.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.66K- 8.04% |
$80.7K - $87.9K
|
19K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.72K- 2.14% |
$83.5K - $91K
|
78.8K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.84K- 3.82% |
$89.2K - $97.2K
|
46.2K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.87K- 0.42% |
$90.8K - $98.9K
|
449K
$24.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.88K- 1.61% |
$91.4K - $99.6K
|
115K
$6.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.96K- 3.54% |
$95.1K - $104K
|
53.4K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.98K- 0.35% |
$95.9K - $105K
|
555K
$30.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.99K- 71.84% |
$96.6K - $105K
|
781
$43.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.99K- 4.2% |
$96.6K - $105K
|
45.4K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.14K- 1.51% |
$104K - $113K
|
139K
$7.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.15K- 2.06% |
$104K - $113K
|
102K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.16K- 10.69% |
$105K - $114K
|
18K
$997K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.18K- 19.72% |
$106K - $115K
|
8.87K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.23K- 30.99% |
$108K - $118K
|
4.97K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 9.6% |
$112K - $122K
|
21.8K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-2.35K- 16.35% |
$114K - $124K
|
12K
$665K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 4.67% |
$114K - $125K
|
48.2K
$2.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 38.73% |
$119K - $129K
|
3.87K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 2.95% |
$119K - $129K
|
80.6K
$4.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.49K- 10.99% |
$121K - $131K
|
20.1K
$1.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.51K- 16.08% |
$122K - $133K
|
13.1K
$724K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.57K- 21.65% |
$125K - $136K
|
9.3K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.61K- 2.84% |
$126K - $138K
|
89.2K
$4.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.68K- 7.57% |
$130K - $141K
|
32.7K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
SELL
|
- |
-2.72K- 4.35% |
$132K - $144K
|
59.8K
$3.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.81K- 6.03% |
$136K - $149K
|
43.8K
$2.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.9K- 11.77% |
$141K - $153K
|
21.7K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.02K- 3.16% |
$147K - $160K
|
92.7K
$5.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.14K- 0.28% |
$152K - $166K
|
1.11M
$61.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.16K- 20.94% |
$153K - $167K
|
11.9K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 6.43% |
$157K - $171K
|
47.2K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.41K- 4.67% |
$165K - $180K
|
69.7K
$3.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.64K- 30.79% |
$177K - $192K
|
8.18K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.79K- 7.09% |
$184K - $200K
|
49.7K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-4.02K- 1.66% |
$195K - $212K
|
238K
$13.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.05K- 10.6% |
$196K - $214K
|
34.1K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.27K- 32.51% |
$207K - $226K
|
8.86K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.41K- 1.62% |
$214K - $233K
|
268K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.48K- 1.55% |
$217K - $237K
|
284K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4.6K- 6.61% |
$223K - $243K
|
65K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.61K- 99.03% |
$224K - $244K
|
45
$2.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.68K- 21.73% |
$227K - $247K
|
16.9K
$932K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.79K- 13.34% |
$232K - $253K
|
31.1K
$1.72M
|