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 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12.2K- 2.88% |
$625K - $676K
|
413K
$21M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 59.33% |
$633K - $685K
|
8.49K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.5K- 1.13% |
$640K - $692K
|
1.1M
$55.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-12.6K- 26.21% |
$645K - $698K
|
35.6K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12.7K- 12.48% |
$651K - $704K
|
89.4K
$4.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.8K- 3.38% |
$656K - $710K
|
366K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.9K- 2.76% |
$657K - $711K
|
453K
$23M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-13.6K- 53.65% |
$694K - $750K
|
11.7K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.3K- 4.3% |
$783K - $847K
|
341K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.4K- 65.87% |
$787K - $851K
|
7.98K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-15.5K- 12.44% |
$790K - $855K
|
109K
$5.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16K- 65.78% |
$815K - $882K
|
8.3K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-16.2K- 5.23% |
$826K - $894K
|
293K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16.4K- 42.16% |
$839K - $907K
|
22.5K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-16.6K- 1.93% |
$850K - $920K
|
847K
$43M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-16.7K- 42.79% |
$854K - $924K
|
22.3K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17K- 11.3% |
$868K - $939K
|
133K
$6.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-17.4K- 4.06% |
$887K - $960K
|
411K
$20.9M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.8K- 56.57% |
$912K - $986K
|
13.7K
$696K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18.4K- 0.98% |
$938K - $1.02M
|
1.85M
$94.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-19.1K- 30.12% |
$974K - $1.05M
|
44.2K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.3K- 0.84% |
$1.24M - $1.35M
|
2.87M
$146M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-27.2K- 1.41% |
$1.39M - $1.5M
|
1.9M
$96.5M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-27.5K- 1.74% |
$1.4M - $1.52M
|
1.55M
$78.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27.5K- 93.24% |
$1.41M - $1.52M
|
1.99K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-28.8K- 40.66% |
$1.47M - $1.59M
|
42K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.2K- 6.51% |
$1.49M - $1.61M
|
419K
$21.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.3K- 45.6% |
$1.5M - $1.62M
|
34.9K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.8K- 9.43% |
$1.63M - $1.76M
|
306K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.4K- 1.71% |
$1.7M - $1.84M
|
1.92M
$97.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-33.4K- 55.86% |
$1.71M - $1.84M
|
26.4K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-34.6K- 54.17% |
$1.77M - $1.91M
|
29.2K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-35.2K- 77.51% |
$1.8M - $1.95M
|
10.2K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.3K- 49.72% |
$1.85M - $2M
|
36.7K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37.3K- 23.45% |
$1.91M - $2.06M
|
122K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.9K- 11.57% |
$1.94M - $2.09M
|
290K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-38.7K- 73.29% |
$1.98M - $2.14M
|
14.1K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41K- 6.7% |
$2.09M - $2.27M
|
571K
$29M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.9K- 7.08% |
$2.35M - $2.54M
|
602K
$30.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47.6K- 42.18% |
$2.43M - $2.63M
|
65.3K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.1K- 5.34% |
$2.51M - $2.71M
|
869K
$44.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-52.6K- 4.07% |
$2.68M - $2.9M
|
1.24M
$62.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57.7K- 23.11% |
$2.95M - $3.19M
|
192K
$9.76M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-58.8K- 4.53% |
$3.01M - $3.25M
|
1.24M
$63.1M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-58.8K- 4.53% |
$3.01M - $3.25M
|
1.24M
$63.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-59.2K- 82.37% |
$3.02M - $3.27M
|
12.7K
$644K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-59.4K- 3.62% |
$3.03M - $3.28M
|
1.58M
$80.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-62.7K- 35.68% |
$3.2M - $3.46M
|
113K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72.9K- 29.09% |
$3.72M - $4.03M
|
178K
$9.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-73.1K- 16.7% |
$3.73M - $4.04M
|
365K
$18.5M
|