Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
477+ 3.84% |
$24.4K - $26.4K
|
12.9K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
475+ 1.88% |
$24.3K - $26.3K
|
25.8K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
460+ 0.21% |
$23.5K - $25.4K
|
218K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
450New |
$23K - $24.9K
|
450
$22.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
440+ 1.49% |
$22.5K - $24.3K
|
30K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
435+ 3.56% |
$22.2K - $24K
|
12.7K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
429+ 6.54% |
$21.9K - $23.7K
|
6.99K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
411+ 12.88% |
$21K - $22.7K
|
3.6K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
407+ 0.52% |
$20.8K - $22.5K
|
78.8K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$20.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$20.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
397+ 0.02% |
$20.3K - $21.9K
|
2.21M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
395+ 2.78% |
$20.2K - $21.8K
|
14.6K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
379New |
$19.4K - $20.9K
|
379
$19.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
374+ 5.33% |
$19.1K - $20.7K
|
7.39K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
367+ 9.63% |
$18.8K - $20.3K
|
4.18K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
357+ 1.48% |
$18.2K - $19.7K
|
24.4K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
350+ 3.22% |
$17.9K - $19.3K
|
11.2K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
342+ 0.64% |
$17.5K - $18.9K
|
53.9K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
328+ 2.45% |
$16.8K - $18.1K
|
13.7K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325+ 81.25% |
$16.6K - $18K
|
725
$36.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
314+ 3.66% |
$16K - $17.4K
|
8.89K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
303+ 5.64% |
$15.5K - $16.7K
|
5.68K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
284+ 6.28% |
$14.5K - $15.7K
|
4.8K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271+ 0.47% |
$13.8K - $15K
|
57.8K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
264+ 2.39% |
$13.5K - $14.6K
|
11.3K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
261New |
$13.3K - $14.4K
|
261
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
258New |
$13.2K - $14.3K
|
258
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
252New |
$12.9K - $13.9K
|
252
$12.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
234+ 0.09% |
$12K - $12.9K
|
252K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
229+ 1.29% |
$11.7K - $12.7K
|
17.9K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
227New |
$11.6K - $12.5K
|
227
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
217+ 3.82% |
$11.1K - $12K
|
5.9K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
208+ 1.66% |
$10.6K - $11.5K
|
12.7K
$647K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
205New |
$10.5K - $11.3K
|
205
$10.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
192+ 3.94% |
$9.81K - $10.6K
|
5.07K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
187+ 0.57% |
$9.55K - $10.3K
|
32.9K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
186+ 2.28% |
$9.5K - $10.3K
|
8.35K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 1.02% |
$8.94K - $9.67K
|
17.3K
$877K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
153New |
$7.82K - $8.46K
|
153
$7.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
148+ 284.62% |
$7.56K - $8.18K
|
200
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 4.43% |
$7.56K - $8.18K
|
3.49K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
147+ 0.03% |
$7.51K - $8.12K
|
449K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
143+ 3.58% |
$7.31K - $7.9K
|
4.14K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
143+ 2.3% |
$7.31K - $7.9K
|
6.36K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
142+ 0.97% |
$7.25K - $7.85K
|
14.8K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
138+ 2.74% |
$7.05K - $7.63K
|
5.17K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
130+ 0.5% |
$6.64K - $7.19K
|
26.1K
$1.33M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
129+ 0.89% |
$6.59K - $7.13K
|
14.6K
$743K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
126New |
$6.44K - $6.96K
|
126
$6.4K
|