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 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
45+ 0.37% |
$2.3K - $2.49K
|
12.1K
$638K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
44+ 0.47% |
$2.25K - $2.43K
|
9.42K
$495K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
44+ 0.08% |
$2.25K - $2.43K
|
52.3K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
40New |
$2.04K - $2.21K
|
40
$2.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
32+ 0.1% |
$1.63K - $1.77K
|
31.2K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
30+ 0.65% |
$1.53K - $1.66K
|
4.62K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
28+ 0.42% |
$1.43K - $1.55K
|
6.64K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28+ 0.1% |
$1.43K - $1.55K
|
29.4K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
27New |
$1.38K - $1.49K
|
27
$1.42K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
27+ 0.41% |
$1.38K - $1.49K
|
6.65K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
26New |
$1.33K - $1.44K
|
26
$1.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
18+ 0.42% |
$920 - $995
|
4.34K
$228K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.09% |
$664 - $719
|
14.8K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$460 - $497
|
2.81K
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7+ 0.01% |
$358 - $387
|
122K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.04% |
$307 - $332
|
15.6K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.07% |
$307 - $332
|
8.88K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5+ 0.02% |
$255 - $276
|
28.7K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5+ 0.03% |
$255 - $276
|
17.5K
$920K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 0.73% |
$204 - $221
|
552
$29K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $166
|
13K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.97% |
$102 - $111
|
208
$10.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.03% |
$102 - $111
|
6.91K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1- 0.01% |
$51.1 - $55.3
|
13.6K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-10- 3.17% |
$511 - $553
|
305
$16K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 0.78% |
$562 - $608
|
1.39K
$73.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12- 0.27% |
$613 - $663
|
4.35K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-13- 0.29% |
$664 - $719
|
4.53K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-13- 0.15% |
$664 - $719
|
8.4K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-17- 56.67% |
$869 - $940
|
13
$684
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 3.44% |
$1.28K - $1.38K
|
702
$36.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-30- 0.72% |
$1.53K - $1.66K
|
4.12K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-40- 0.6% |
$2.04K - $2.21K
|
6.6K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 19.62% |
$2.09K - $2.27K
|
168
$8.84K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-54- 0.33% |
$2.76K - $2.98K
|
16.4K
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-60- 0.7% |
$3.07K - $3.32K
|
8.51K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-61- 62.89% |
$3.12K - $3.37K
|
36
$1.89K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 15.83% |
$3.37K - $3.65K
|
351
$18.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-67- 0.62% |
$3.42K - $3.7K
|
10.7K
$565K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-83- 1.03% |
$4.24K - $4.59K
|
8K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-100- 1.71% |
$5.11K - $5.53K
|
5.73K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-106- 2.13% |
$5.42K - $5.86K
|
4.86K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-114- 0.08% |
$5.82K - $6.3K
|
143K
$7.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-121- 2.58% |
$6.18K - $6.69K
|
4.57K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-129- 20.67% |
$6.59K - $7.13K
|
495
$26K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-130- 9.23% |
$6.64K - $7.19K
|
1.28K
$67.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-136- 0.68% |
$6.95K - $7.52K
|
20K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-144- 2.39% |
$7.36K - $7.96K
|
5.88K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-150- 0.18% |
$7.66K - $8.29K
|
82.4K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 1.69% |
$7.87K - $8.51K
|
8.98K
$472K
|