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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
127KNew |
$6.47M - $7M
|
127K
$6.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
116KNew |
$5.9M - $6.38M
|
116K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
112K+ 2.93% |
$5.73M - $6.2M
|
3.93M
$200M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110K+ 9.03% |
$5.63M - $6.1M
|
1.33M
$67.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
110K+ 2.78% |
$5.6M - $6.06M
|
4.05M
$206M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
106K+ 30.54% |
$5.42M - $5.87M
|
454K
$23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
104K+ 62.43% |
$5.3M - $5.73M
|
270K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
104K+ 20.51% |
$5.29M - $5.72M
|
609K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
101KNew |
$5.18M - $5.61M
|
101K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
98.6KNew |
$5.04M - $5.45M
|
98.6K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
97.9K+ 5.54% |
$5M - $5.41M
|
1.87M
$94.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
96.6K+ 42.43% |
$4.94M - $5.34M
|
324K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
96.3KNew |
$4.92M - $5.32M
|
96.3K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90.4KNew |
$4.62M - $5M
|
90.4K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
87.2K+ 4.44% |
$4.46M - $4.82M
|
2.05M
$104M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
83.6K+ 44.34% |
$4.27M - $4.62M
|
272K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
83.3K+ 202.82% |
$4.26M - $4.61M
|
124K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
82.2K+ 10.76% |
$4.2M - $4.55M
|
847K
$43M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
82.2K+ 54.96% |
$4.2M - $4.55M
|
232K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
81.6KNew |
$4.17M - $4.51M
|
81.6K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81.4K+ 4.88% |
$4.16M - $4.5M
|
1.75M
$88.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
75.5K+ 34.27% |
$3.86M - $4.17M
|
296K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
74.6K+ 48.7% |
$3.81M - $4.12M
|
228K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
74.1K+ 10.56% |
$3.78M - $4.09M
|
776K
$39.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
72.9KNew |
$3.73M - $4.03M
|
72.9K
$3.7M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
71.3K+ 1.65% |
$3.64M - $3.94M
|
4.4M
$223M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
71.1K+ 46.17% |
$3.63M - $3.93M
|
225K
$11.4M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
71KNew |
$3.63M - $3.92M
|
71K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
69.7K+ 0.34% |
$3.56M - $3.85M
|
20.4M
$1.03B
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
69.4K+ 174.16% |
$3.54M - $3.83M
|
109K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
68.7KNew |
$3.51M - $3.8M
|
68.7K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66.3K+ 307.95% |
$3.39M - $3.67M
|
87.9K
$4.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
65.7KNew |
$3.36M - $3.63M
|
65.7K
$3.34M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
65.5K+ 12.72% |
$3.35M - $3.62M
|
581K
$29.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
65.1KNew |
$3.33M - $3.6M
|
65.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.9KNew |
$3.32M - $3.59M
|
64.9K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
64.4KNew |
$3.29M - $3.56M
|
64.4K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
62.3K+ 3.89% |
$3.18M - $3.45M
|
1.66M
$84.5M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
61.1KNew |
$3.12M - $3.37M
|
61.1K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
60.9K+ 36.48% |
$3.11M - $3.37M
|
228K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
59.5K+ 157.61% |
$3.04M - $3.29M
|
97.2K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
58.9KNew |
$3.01M - $3.26M
|
58.9K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
58.6K+ 91.91% |
$2.99M - $3.24M
|
122K
$6.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
55.2K+ 20.27% |
$2.82M - $3.05M
|
327K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
54.3K+ 3.14% |
$2.77M - $3M
|
1.79M
$90.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
52.1K+ 11.81% |
$2.66M - $2.88M
|
493K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
52KNew |
$2.66M - $2.88M
|
52K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
52K+ 71.23% |
$2.66M - $2.87M
|
125K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51.9KNew |
$2.65M - $2.87M
|
51.9K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
51.2KNew |
$2.62M - $2.83M
|
51.2K
$2.6M
|