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 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.84K- 1.81% |
$235K - $256K
|
263K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.86K- 8.52% |
$236K - $257K
|
52.2K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-4.91K- 1.42% |
$238K - $260K
|
340K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.95K- 46.55% |
$240K - $262K
|
5.69K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 4.41% |
$253K - $276K
|
113K
$6.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.29K- 0.99% |
$256K - $279K
|
526K
$29.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 7.23% |
$261K - $284K
|
69.1K
$3.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-5.4K- 32.19% |
$262K - $285K
|
11.4K
$629K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.49K- 48.56% |
$266K - $290K
|
5.81K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.51K- 4.25% |
$267K - $291K
|
124K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.65K- 41.98% |
$274K - $299K
|
7.81K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.78K- 5.91% |
$280K - $305K
|
92K
$5.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.79K- 8.65% |
$281K - $306K
|
61.2K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.99K- 91.61% |
$290K - $316K
|
548
$30.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.25K- 4.58% |
$303K - $330K
|
130K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.47K- 10.14% |
$314K - $342K
|
57.3K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.53K- 45.84% |
$317K - $345K
|
7.71K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-6.58K- 2.2% |
$319K - $348K
|
293K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.99K- 5.53% |
$339K - $370K
|
119K
$6.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.07K- 1.84% |
$343K - $374K
|
377K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-7.27K- 9.32% |
$353K - $385K
|
70.8K
$3.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-7.37K- 10.39% |
$357K - $390K
|
63.6K
$3.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.68K- 9.26% |
$372K - $406K
|
75.2K
$4.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.69K- 30.55% |
$373K - $406K
|
17.5K
$966K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.11K- 9.78% |
$393K - $429K
|
74.8K
$4.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.34K- 5.78% |
$404K - $441K
|
136K
$7.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.51K- 76.33% |
$413K - $450K
|
2.64K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-8.86K- 30.94% |
$430K - $468K
|
19.8K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.32K- 7.58% |
$452K - $492K
|
114K
$6.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.62K- 1.66% |
$467K - $508K
|
569K
$31.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.95K- 2.59% |
$482K - $526K
|
375K
$20.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.1K- 32.57% |
$490K - $534K
|
20.9K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-10.2K- 6.2% |
$496K - $541K
|
155K
$8.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11K- 4.86% |
$532K - $580K
|
214K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.1K- 6.1% |
$537K - $585K
|
170K
$9.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.4K- 2.3% |
$555K - $604K
|
485K
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-11.6K- 1.07% |
$564K - $615K
|
1.07M
$59.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 16.79% |
$588K - $640K
|
60.1K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.8K- 31.61% |
$620K - $675K
|
27.7K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-12.8K- 61.96% |
$620K - $676K
|
7.85K
$434K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14.3K- 91.07% |
$695K - $757K
|
1.4K
$77.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-14.4K- 12.0% |
$700K - $762K
|
106K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-14.6K- 13.47% |
$711K - $774K
|
94.1K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-14.7K- 23.34% |
$712K - $776K
|
48.2K
$2.66M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-14.9K- 1.69% |
$725K - $790K
|
870K
$48.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.2K- 26.04% |
$737K - $803K
|
43.1K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-16.9K- 47.29% |
$820K - $894K
|
18.8K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-17.4K- 8.78% |
$843K - $918K
|
181K
$9.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 2.44% |
$862K - $940K
|
710K
$39.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-17.8K- 29.16% |
$865K - $942K
|
43.3K
$2.39M
|