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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18K- 4.82% |
$875K - $954K
|
356K
$19.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-19.9K- 6.49% |
$967K - $1.05M
|
287K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20K- 6.25% |
$970K - $1.06M
|
300K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.5K- 4.57% |
$994K - $1.08M
|
428K
$23.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21.1K- 99.6% |
$1.02M - $1.12M
|
85
$4.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.1K- 7.83% |
$1.02M - $1.12M
|
249K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-21.2K- 3.18% |
$1.03M - $1.12M
|
646K
$35.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.2K- 4.27% |
$1.03M - $1.12M
|
476K
$26.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21.5K- 83.93% |
$1.05M - $1.14M
|
4.13K
$228K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 2.36% |
$1.07M - $1.17M
|
915K
$50.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.8K- 6.32% |
$1.1M - $1.2M
|
337K
$18.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-24.2K- 1.24% |
$1.17M - $1.28M
|
1.93M
$106M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.9K- 67.42% |
$1.21M - $1.32M
|
12K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.9K- 3.42% |
$1.3M - $1.42M
|
759K
$41.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.7K- 3.79% |
$1.34M - $1.46M
|
701K
$38.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.7K- 5.9% |
$1.39M - $1.52M
|
458K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-29K- 25.61% |
$1.41M - $1.53M
|
84.3K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.1K- 39.92% |
$1.46M - $1.59M
|
45.3K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-34.2K- 2.22% |
$1.66M - $1.81M
|
1.5M
$83M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-35.5K- 35.92% |
$1.72M - $1.88M
|
63.3K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.6K- 9.19% |
$1.73M - $1.88M
|
352K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-37.4K- 19.03% |
$1.81M - $1.98M
|
159K
$8.79M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-39.5K- 8.58% |
$1.92M - $2.09M
|
421K
$23.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-41K- 4.46% |
$1.99M - $2.17M
|
877K
$48.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-41.7K- 5.47% |
$2.02M - $2.2M
|
719K
$39.8M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.5K- 18.18% |
$2.06M - $2.24M
|
191K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-49K- 55.18% |
$2.38M - $2.59M
|
39.8K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53.2K- 9.7% |
$2.58M - $2.81M
|
495K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-56.8K- 59.09% |
$2.76M - $3M
|
39.3K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-58.7K- 7.64% |
$2.85M - $3.1M
|
710K
$39.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-59.1K- 16.22% |
$2.87M - $3.12M
|
305K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-66.4K- 2.17% |
$3.22M - $3.51M
|
3M
$166M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-96K- 5.5% |
$4.66M - $5.07M
|
1.65M
$91.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-96.7K- 44.15% |
$4.69M - $5.11M
|
122K
$6.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-97.8K- 26.39% |
$4.75M - $5.17M
|
273K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-98.4K- 59.92% |
$4.77M - $5.2M
|
65.8K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 5.75% |
$4.93M - $5.37M
|
1.67M
$92.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-116K- 24.57% |
$5.64M - $6.14M
|
357K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-118K- 20.25% |
$5.73M - $6.25M
|
466K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-120K- 3.99% |
$5.82M - $6.34M
|
2.89M
$160M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-125K- 40.78% |
$6.04M - $6.58M
|
181K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-127K- 45.89% |
$6.18M - $6.74M
|
150K
$8.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-142K- 21.37% |
$6.91M - $7.53M
|
524K
$29M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-158K- 6.97% |
$7.64M - $8.33M
|
2.1M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-162K- 94.81% |
$7.84M - $8.54M
|
8.84K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-162K- 73.82% |
$7.87M - $8.57M
|
57.5K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-173K- 4.48% |
$8.39M - $9.14M
|
3.69M
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-185K- 89.48% |
$8.97M - $9.77M
|
21.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-216K- 17.2% |
$10.5M - $11.4M
|
1.04M
$57.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-222K- 14.96% |
$10.7M - $11.7M
|
1.26M
$69.6M
|