Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.3K+ 54.76% |
$582K - $616K
|
34.7K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
12.3KNew |
$582K - $615K
|
12.3K
$620K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12.1K+ 2.17% |
$572K - $605K
|
567K
$28.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 1.45% |
$557K - $589K
|
823K
$41.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.6K+ 14.53% |
$549K - $581K
|
91.4K
$4.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
11.4KNew |
$538K - $569K
|
11.4K
$572K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.3KNew |
$535K - $566K
|
11.3K
$570K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.2K+ 118.68% |
$531K - $561K
|
20.6K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 12.64% |
$530K - $561K
|
99.8K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$528K - $558K
|
11.1K
$562K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10.8K+ 253.58% |
$512K - $541K
|
15.1K
$759K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.6KNew |
$504K - $533K
|
10.6K
$536K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.2KNew |
$481K - $509K
|
10.2K
$512K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.1K+ 3.24% |
$480K - $507K
|
323K
$16.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.1KNew |
$480K - $507K
|
10.1K
$510K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.1K+ 15.42% |
$476K - $504K
|
75.2K
$3.79M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10K+ 0.64% |
$475K - $503K
|
1.58M
$79.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.98K+ 2.51% |
$473K - $500K
|
407K
$20.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9.93K+ 44.53% |
$470K - $497K
|
32.2K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.91KNew |
$470K - $497K
|
9.91K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
9.9K+ 2.79% |
$469K - $496K
|
364K
$18.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.88K+ 0.51% |
$468K - $495K
|
1.95M
$98.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.86K+ 1.84% |
$467K - $494K
|
546K
$27.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.78K+ 6.36% |
$463K - $490K
|
164K
$8.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
9.63K+ 19.46% |
$456K - $482K
|
59.1K
$2.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.99K+ 4.42% |
$426K - $450K
|
212K
$10.7M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.92K+ 128.89% |
$422K - $447K
|
15.8K
$799K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
8.83K+ 67.17% |
$418K - $442K
|
22K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.81KNew |
$417K - $441K
|
8.81K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.72K+ 7.95% |
$413K - $437K
|
118K
$5.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.37KNew |
$397K - $419K
|
8.37K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
8.33K+ 22.93% |
$394K - $417K
|
44.6K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.19K+ 22.18% |
$388K - $410K
|
45.1K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.19K+ 2.17% |
$388K - $410K
|
386K
$19.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.13K+ 7.31% |
$385K - $407K
|
119K
$6.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8.11K+ 18.85% |
$384K - $406K
|
51.2K
$2.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.05K+ 0.53% |
$382K - $403K
|
1.52M
$76.5M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.05KNew |
$382K - $403K
|
8.05K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.05K+ 15.1% |
$381K - $403K
|
61.4K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.99K+ 3.02% |
$378K - $400K
|
272K
$13.7M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.97K+ 27.98% |
$378K - $399K
|
36.5K
$1.84M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.81K+ 330.23% |
$370K - $391K
|
10.2K
$513K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.78K+ 1.92% |
$369K - $390K
|
414K
$20.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
7.78K+ 4.49% |
$368K - $389K
|
181K
$9.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.76KNew |
$368K - $389K
|
7.76K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.73KNew |
$366K - $387K
|
7.73K
$390K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
7.6K+ 5.21% |
$360K - $381K
|
153K
$7.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.54K+ 8.85% |
$357K - $378K
|
92.7K
$4.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.41K+ 4.95% |
$351K - $371K
|
157K
$7.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.4KNew |
$351K - $371K
|
7.4K
$373K
|