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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-67- 0.62% |
$3.42K - $3.7K
|
10.7K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-70- 1.68% |
$3.58K - $3.87K
|
4.09K
$208K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$4.09K - $4.42K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-82- 1.07% |
$4.19K - $4.53K
|
7.55K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-82- 1.07% |
$4.19K - $4.53K
|
7.55K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-83- 1.03% |
$4.24K - $4.59K
|
8K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-84- 0.98% |
$4.29K - $4.64K
|
8.49K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-85- 1.35% |
$4.34K - $4.7K
|
6.2K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-100- 1.71% |
$5.11K - $5.53K
|
5.73K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.16% |
$5.11K - $5.53K
|
8.55K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-106- 2.13% |
$5.42K - $5.86K
|
4.86K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-114- 0.08% |
$5.82K - $6.3K
|
143K
$7.27M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 0.33% |
$5.82K - $6.3K
|
34.6K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-114- 1.96% |
$5.82K - $6.3K
|
5.7K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-121- 2.58% |
$6.18K - $6.69K
|
4.57K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-121- 0.26% |
$6.18K - $6.69K
|
46.3K
$2.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-129- 20.67% |
$6.59K - $7.13K
|
495
$25.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-130- 9.23% |
$6.64K - $7.19K
|
1.28K
$64.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-136- 0.68% |
$6.95K - $7.52K
|
20K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-144- 2.39% |
$7.36K - $7.96K
|
5.88K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-147- 1.32% |
$7.51K - $8.12K
|
11K
$556K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-148- 0.24% |
$7.56K - $8.18K
|
62.7K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-150- 0.18% |
$7.66K - $8.29K
|
82.4K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 1.69% |
$7.87K - $8.51K
|
8.98K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-156- 0.95% |
$7.97K - $8.62K
|
16.2K
$824K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-159- 2.67% |
$8.12K - $8.79K
|
5.8K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-160- 47.48% |
$8.17K - $8.84K
|
177
$8.99K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-171- 0.45% |
$8.74K - $9.45K
|
38.1K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-173- 3.44% |
$8.84K - $9.56K
|
4.86K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-179- 3.61% |
$9.15K - $9.89K
|
4.77K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-180- 0.79% |
$9.2K - $9.95K
|
22.7K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-192- 0.6% |
$9.81K - $10.6K
|
31.7K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-219- 2.48% |
$11.2K - $12.1K
|
8.63K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-220- 0.71% |
$11.2K - $12.2K
|
30.7K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-246- 1.67% |
$12.6K - $13.6K
|
14.5K
$735K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-246- 1.55% |
$12.6K - $13.6K
|
15.6K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-253- 1.54% |
$12.9K - $14K
|
16.2K
$821K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-268- 17.29% |
$13.7K - $14.8K
|
1.28K
$65.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-281- 0.99% |
$14.4K - $15.5K
|
28.2K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-284- 3.81% |
$14.5K - $15.7K
|
7.17K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-286- 93.77% |
$14.6K - $15.8K
|
19
$965
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-286- 5.5% |
$14.6K - $15.8K
|
4.91K
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-288- 1.91% |
$14.7K - $15.9K
|
14.8K
$750K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-302- 5.66% |
$15.4K - $16.7K
|
5.03K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 61.91% |
$15.5K - $16.8K
|
187
$9.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-326- 4.18% |
$16.7K - $18K
|
7.48K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-327- 4.04% |
$16.7K - $18.1K
|
7.76K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-348- 3.93% |
$17.8K - $19.2K
|
8.5K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-370- 2.37% |
$18.9K - $20.4K
|
15.2K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-371- 6.57% |
$19K - $20.5K
|
5.27K
$268K
|