Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
35.2K+ 222.65% |
$1.62M - $1.77M
|
51.1K
$2.65M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
35.1K+ 9.31% |
$1.61M - $1.76M
|
412K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
32.5KNew |
$1.49M - $1.63M
|
32.5K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
31.2K+ 95.64% |
$1.43M - $1.57M
|
63.9K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
30.6KNew |
$1.41M - $1.54M
|
30.6K
$1.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.5K+ 8.33% |
$1.4M - $1.53M
|
397K
$20.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
30KNew |
$1.38M - $1.5M
|
30K
$1.56M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
28.9K+ 20.34% |
$1.33M - $1.45M
|
171K
$8.87M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
28.9K+ 35.58% |
$1.33M - $1.45M
|
110K
$5.71M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
28K+ 9.38% |
$1.28M - $1.4M
|
326K
$16.9M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
27.6K+ 6.25% |
$1.27M - $1.38M
|
470K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4K+ 9.4% |
$1.26M - $1.37M
|
319K
$16.6M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26.8K+ 1.81% |
$1.23M - $1.34M
|
1.51M
$78.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26K+ 6.84% |
$1.19M - $1.3M
|
406K
$21.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26K+ 13.43% |
$1.19M - $1.3M
|
220K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
26KNew |
$1.19M - $1.3M
|
26K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25.3K+ 2.66% |
$1.16M - $1.27M
|
977K
$50.7M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.4K+ 12.83% |
$1.12M - $1.22M
|
214K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 2736.38% |
$1.1M - $1.2M
|
24.8K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.1K+ 4.85% |
$1.06M - $1.16M
|
498K
$25.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
22.7K+ 1.19% |
$1.04M - $1.14M
|
1.94M
$101M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
22.7K+ 20.75% |
$1.04M - $1.14M
|
132K
$6.84M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22K+ 3.17% |
$1.01M - $1.1M
|
716K
$37.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21.4K+ 36.69% |
$983K - $1.07M
|
79.8K
$4.14M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
20.7K+ 11.22% |
$948K - $1.04M
|
205K
$10.6M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
20.2K+ 1.3% |
$926K - $1.01M
|
1.57M
$81.5M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
20K+ 8.42% |
$917K - $1M
|
257K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19.6K+ 6.0% |
$900K - $983K
|
346K
$18M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
19.3K+ 7.88% |
$885K - $966K
|
264K
$13.7M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
18.7K+ 3.74% |
$857K - $936K
|
518K
$26.9M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.7KNew |
$857K - $936K
|
18.7K
$969K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.9K+ 228.66% |
$821K - $896K
|
25.7K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.9K+ 23.54% |
$820K - $896K
|
93.8K
$4.87M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.5K+ 10.34% |
$805K - $879K
|
187K
$9.71M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.2K+ 4.53% |
$789K - $862K
|
397K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
17.1K+ 126.53% |
$787K - $859K
|
30.7K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
16.9K+ 4.67% |
$773K - $844K
|
378K
$19.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.7K+ 6.28% |
$768K - $839K
|
283K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16.7KNew |
$766K - $836K
|
16.7K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.7K+ 39.94% |
$766K - $836K
|
58.5K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
16.1K+ 3.99% |
$739K - $807K
|
419K
$21.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 30.09% |
$731K - $799K
|
68.9K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.7K+ 90.03% |
$718K - $784K
|
33.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.7K+ 22.1% |
$718K - $784K
|
86.5K
$4.49M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 0.89% |
$718K - $784K
|
1.77M
$91.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
15.6K+ 3.91% |
$714K - $780K
|
413K
$21.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15.4K+ 16.12% |
$709K - $774K
|
111K
$5.77M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.3KNew |
$703K - $768K
|
15.3K
$795K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.3K+ 54.81% |
$702K - $766K
|
43.2K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.7K+ 81.64% |
$676K - $738K
|
32.8K
$1.7M
|