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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
779New |
$36.9K - $39K
|
779
$40.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
779+ 3.77% |
$36.9K - $39K
|
21.5K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
773New |
$36.6K - $38.7K
|
773
$40.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
740+ 1.47% |
$35.1K - $37.1K
|
51.1K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
725+ 7.95% |
$34.3K - $36.3K
|
9.84K
$517K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
716+ 2.19% |
$33.9K - $35.9K
|
33.5K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
659+ 5.88% |
$31.2K - $33K
|
11.9K
$624K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
642+ 1.83% |
$30.4K - $32.2K
|
35.6K
$1.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
636+ 29.76% |
$30.1K - $31.9K
|
2.77K
$146K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
625New |
$29.6K - $31.3K
|
625
$32.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
624+ 0.53% |
$29.6K - $31.3K
|
118K
$6.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
622New |
$29.5K - $31.2K
|
622
$32.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
606+ 1.23% |
$28.7K - $30.4K
|
50K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
577+ 17.24% |
$27.3K - $28.9K
|
3.92K
$206K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
575+ 2.34% |
$27.2K - $28.8K
|
25.2K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
567+ 4.77% |
$26.9K - $28.4K
|
12.4K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
563+ 1.27% |
$26.7K - $28.2K
|
44.8K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
560+ 3.36% |
$26.5K - $28.1K
|
17.2K
$904K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
535New |
$25.3K - $26.8K
|
535
$28.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
523+ 6.47% |
$24.8K - $26.2K
|
8.6K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
509New |
$24.1K - $25.5K
|
509
$26.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
500+ 2.68% |
$23.7K - $25K
|
19.2K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
490+ 0.39% |
$23.2K - $24.5K
|
126K
$6.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
478+ 1.56% |
$22.6K - $23.9K
|
31.1K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
471+ 4.0% |
$22.3K - $23.6K
|
12.3K
$644K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
468+ 0.18% |
$22.2K - $23.4K
|
268K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
434+ 1.03% |
$20.6K - $21.7K
|
42.4K
$2.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
430+ 47.78% |
$20.4K - $21.5K
|
1.33K
$69.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
414+ 0.44% |
$19.6K - $20.7K
|
94K
$4.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
411New |
$19.5K - $20.6K
|
411
$21.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
407+ 1.73% |
$19.3K - $20.4K
|
24K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
404+ 226.97% |
$19.1K - $20.2K
|
582
$30.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
401+ 5.46% |
$19K - $20.1K
|
7.75K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
394+ 9.78% |
$18.7K - $19.7K
|
4.42K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
390+ 95.12% |
$18.5K - $19.5K
|
800
$42K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
379+ 1.57% |
$18K - $19K
|
24.6K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 1.05% |
$17K - $18K
|
34.6K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
336+ 0.34% |
$15.9K - $16.8K
|
97.9K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
334+ 0.62% |
$15.8K - $16.7K
|
54.1K
$2.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
334+ 16.78% |
$15.8K - $16.7K
|
2.33K
$122K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
320+ 0.12% |
$15.2K - $16K
|
259K
$13.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
314+ 1.21% |
$14.9K - $15.7K
|
26.3K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
312+ 0.96% |
$14.8K - $15.6K
|
32.8K
$1.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
306+ 8.13% |
$14.5K - $15.3K
|
4.07K
$214K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.8% |
$14.4K - $15.3K
|
38.3K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
302+ 592.16% |
$14.3K - $15.1K
|
353
$18.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
302+ 6.74% |
$14.3K - $15.1K
|
4.78K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
302+ 0.99% |
$14.3K - $15.1K
|
30.8K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
298+ 1.27% |
$14.1K - $14.9K
|
23.7K
$1.25M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
288+ 1.69% |
$13.6K - $14.4K
|
17.3K
$911K
|