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 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.39K- 2.5% |
$70.9K - $76.7K
|
54K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.45K- 8.66% |
$74K - $80K
|
15.3K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.46K- 2.3% |
$74.7K - $80.8K
|
62.1K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.47K- 10.66% |
$75.2K - $81.4K
|
12.3K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.48K- 4.33% |
$75.4K - $81.6K
|
32.6K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.51K- 13.07% |
$77.1K - $83.4K
|
10K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.52K- 2.63% |
$77.6K - $84K
|
56.3K
$2.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.54K- 0.98% |
$78.4K - $84.8K
|
156K
$7.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.56K- 0.87% |
$79.8K - $86.3K
|
179K
$9.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.59K- 26.08% |
$81.2K - $87.8K
|
4.5K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.6K- 2.06% |
$81.5K - $88.2K
|
75.8K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.6K- 6.07% |
$81.6K - $88.3K
|
24.7K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.65K- 5.62% |
$84.2K - $91.1K
|
27.7K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.67K- 63.18% |
$85.4K - $92.4K
|
974
$49.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.7K- 22.35% |
$86.7K - $93.8K
|
5.9K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.7K- 3.81% |
$86.8K - $93.8K
|
42.9K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.77K- 1.89% |
$90.3K - $97.7K
|
91.7K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.83K- 13.81% |
$93.6K - $101K
|
11.4K
$581K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 29.98% |
$94.6K - $102K
|
4.33K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.87K- 1.44% |
$95.7K - $104K
|
128K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.91K- 10.05% |
$97.6K - $106K
|
17.1K
$869K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.93K- 2.98% |
$98.3K - $106K
|
62.8K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.11K- 12.24% |
$108K - $117K
|
15.1K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.27K- 26.87% |
$116K - $125K
|
6.16K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.33K- 5.32% |
$119K - $129K
|
41.5K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.35K- 20.68% |
$120K - $130K
|
9.03K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.42K- 5.38% |
$124K - $134K
|
42.5K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2.45K- 1.03% |
$125K - $136K
|
235K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 98.56% |
$133K - $144K
|
38
$1.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.63K- 9.49% |
$134K - $145K
|
25K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.63K- 7.4% |
$135K - $146K
|
32.9K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.84K- 1.65% |
$145K - $157K
|
169K
$8.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3K- 9.78% |
$153K - $166K
|
27.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 12.87% |
$154K - $166K
|
20.4K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.05K- 5.39% |
$156K - $169K
|
53.6K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.06K- 1.1% |
$156K - $169K
|
276K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.1K- 42.09% |
$158K - $171K
|
4.27K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.12K- 30.94% |
$159K - $172K
|
6.96K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.14K- 5.43% |
$160K - $174K
|
54.7K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.21K- 2.69% |
$164K - $177K
|
116K
$5.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3.32K- 9.95% |
$169K - $183K
|
30K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-3.39K- 1.66% |
$173K - $187K
|
201K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42K- 4.53% |
$175K - $189K
|
72.1K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.51K- 0.67% |
$179K - $194K
|
521K
$26.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.52K- 30.91% |
$180K - $194K
|
7.86K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.6K- 16.68% |
$184K - $199K
|
18K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.61K- 5.18% |
$184K - $200K
|
66.1K
$3.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 0.65% |
$189K - $204K
|
566K
$28.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.72K- 2.67% |
$190K - $206K
|
136K
$6.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.76K- 4.4% |
$192K - $208K
|
81.7K
$4.15M
|