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 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
616+ 1.77% |
$31.5K - $34K
|
35.4K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
597New |
$30.5K - $33K
|
597
$31.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
564+ 4.0% |
$28.8K - $31.2K
|
14.7K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
560+ 136.92% |
$28.6K - $31K
|
969
$51K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
528+ 7.64% |
$27K - $29.2K
|
7.44K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
477+ 3.84% |
$24.4K - $26.4K
|
12.9K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
475+ 1.88% |
$24.3K - $26.3K
|
25.8K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
450New |
$23K - $24.9K
|
450
$23.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
440+ 1.49% |
$22.5K - $24.3K
|
30K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
435+ 3.56% |
$22.2K - $24K
|
12.7K
$666K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
411+ 12.88% |
$21K - $22.7K
|
3.6K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
407+ 0.52% |
$20.8K - $22.5K
|
78.8K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$21K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
397+ 0.02% |
$20.3K - $21.9K
|
2.21M
$116M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
379New |
$19.4K - $20.9K
|
379
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
374+ 5.33% |
$19.1K - $20.7K
|
7.39K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
367+ 9.63% |
$18.8K - $20.3K
|
4.18K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
357+ 1.48% |
$18.2K - $19.7K
|
24.4K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
350+ 3.22% |
$17.9K - $19.3K
|
11.2K
$590K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
314+ 3.66% |
$16K - $17.4K
|
8.89K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
303+ 5.64% |
$15.5K - $16.7K
|
5.68K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271+ 0.47% |
$13.8K - $15K
|
57.8K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
258New |
$13.2K - $14.3K
|
258
$13.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
252New |
$12.9K - $13.9K
|
252
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
234+ 0.09% |
$12K - $12.9K
|
252K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
229+ 1.29% |
$11.7K - $12.7K
|
17.9K
$943K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
217+ 3.82% |
$11.1K - $12K
|
5.9K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
208+ 1.66% |
$10.6K - $11.5K
|
12.7K
$670K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
192+ 3.94% |
$9.81K - $10.6K
|
5.07K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
186+ 2.28% |
$9.5K - $10.3K
|
8.35K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 1.02% |
$8.94K - $9.67K
|
17.3K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
148+ 284.62% |
$7.56K - $8.18K
|
200
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
143+ 3.58% |
$7.31K - $7.9K
|
4.14K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
143+ 2.3% |
$7.31K - $7.9K
|
6.36K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
142+ 0.97% |
$7.25K - $7.85K
|
14.8K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
138+ 2.74% |
$7.05K - $7.63K
|
5.17K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
126+ 0.59% |
$6.44K - $6.96K
|
21.4K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
120+ 0.37% |
$6.13K - $6.63K
|
32.3K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
111+ 0.15% |
$5.67K - $6.13K
|
73.1K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
90New |
$4.6K - $4.97K
|
90
$4.73K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.65% |
$4.39K - $4.75K
|
13.4K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
78+ 0.6% |
$3.99K - $4.31K
|
13.1K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
78+ 0.35% |
$3.99K - $4.31K
|
22.1K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74New |
$3.78K - $4.09K
|
74
$3.89K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63+ 1.0% |
$3.22K - $3.48K
|
6.35K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
54+ 1.1% |
$2.76K - $2.98K
|
4.98K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
54+ 0.16% |
$2.76K - $2.98K
|
34.4K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
53+ 0.41% |
$2.71K - $2.93K
|
13.1K
$687K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
48+ 0.32% |
$2.45K - $2.65K
|
14.9K
$784K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.61% |
$2.35K - $2.54K
|
7.59K
$399K
|