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 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.7K+ 105.93% |
$674K - $736K
|
28.6K
$1.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14.7K+ 284.47% |
$672K - $734K
|
19.8K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
14.6KNew |
$670K - $732K
|
14.6K
$758K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
14.5K+ 4.65% |
$665K - $726K
|
326K
$16.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14.2KNew |
$652K - $712K
|
14.2K
$737K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
14.1K+ 2.93% |
$647K - $707K
|
495K
$25.7M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.8K+ 163.44% |
$634K - $692K
|
22.3K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.7K+ 79.4% |
$627K - $684K
|
30.9K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
13.7K+ 5.63% |
$627K - $684K
|
256K
$13.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13.5K+ 2.58% |
$619K - $676K
|
536K
$27.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
13.2K+ 1.54% |
$607K - $663K
|
875K
$45.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13K+ 3.52% |
$597K - $652K
|
383K
$19.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
12.9K+ 25.95% |
$592K - $646K
|
62.6K
$3.25M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 13.71% |
$584K - $638K
|
106K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.6K+ 3.1% |
$579K - $632K
|
420K
$21.8M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.8K+ 2.63% |
$543K - $593K
|
462K
$24M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.8KNew |
$540K - $590K
|
11.8K
$611K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.7K+ 4.54% |
$535K - $584K
|
269K
$13.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11.5KNew |
$530K - $578K
|
11.5K
$599K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
11.4K+ 3.0% |
$524K - $572K
|
392K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 11.08% |
$520K - $568K
|
114K
$5.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
11.1K+ 52.37% |
$508K - $555K
|
32.2K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 29.41% |
$508K - $554K
|
48.7K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
11KNew |
$505K - $551K
|
11K
$571K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
10.4KNew |
$476K - $519K
|
10.4K
$538K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.1KNew |
$465K - $507K
|
10.1K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
10KNew |
$459K - $501K
|
10K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10KNew |
$459K - $501K
|
10K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
9.85K+ 2130.95% |
$452K - $493K
|
10.3K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.7K+ 6.07% |
$445K - $486K
|
169K
$8.79M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.59K+ 0.31% |
$440K - $480K
|
3.1M
$161M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.53K+ 30.55% |
$437K - $477K
|
40.7K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.5K+ 1.56% |
$436K - $476K
|
617K
$32M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.44K+ 4.27% |
$433K - $473K
|
231K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.44KNew |
$433K - $473K
|
9.44K
$490K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.3KNew |
$427K - $466K
|
9.3K
$482K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.2K+ 22.0% |
$422K - $461K
|
51K
$2.65M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.03K+ 83.2% |
$414K - $452K
|
19.9K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
9.03K+ 1370.26% |
$414K - $452K
|
9.69K
$503K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.91KNew |
$409K - $446K
|
8.91K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.77K+ 109.51% |
$402K - $439K
|
16.8K
$870K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
8.74K+ 5.32% |
$401K - $438K
|
173K
$8.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.67KNew |
$398K - $434K
|
8.67K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.55K+ 73.43% |
$392K - $429K
|
20.2K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$390K - $426K
|
8.5K
$441K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
8.49K+ 182.8% |
$390K - $425K
|
13.1K
$682K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
8.48K+ 4.45% |
$389K - $425K
|
199K
$10.3M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
8.46K+ 4.9% |
$388K - $424K
|
181K
$9.39M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.14K+ 29.15% |
$373K - $408K
|
36K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.1KNew |
$371K - $406K
|
8.1K
$420K
|