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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-136- 0.11% |
$6.24K - $6.81K
|
123K
$6.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140- 0.27% |
$6.42K - $7.01K
|
51K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 57.53% |
$6.84K - $7.46K
|
110
$5.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-163- 3.49% |
$7.48K - $8.17K
|
4.51K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-165- 2.59% |
$7.57K - $8.27K
|
6.22K
$327K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-182- 3.62% |
$8.35K - $9.12K
|
4.84K
$254K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-182- 20.04% |
$8.35K - $9.12K
|
726
$38.2K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-187- 0.14% |
$8.58K - $9.37K
|
134K
$7.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-188- 2.4% |
$8.63K - $9.42K
|
7.64K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-191- 0.59% |
$8.76K - $9.57K
|
31.9K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-196- 0.76% |
$8.99K - $9.82K
|
25.7K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-200- 7.99% |
$9.18K - $10K
|
2.3K
$121K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-202- 1.89% |
$9.27K - $10.1K
|
10.5K
$552K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-205- 1.92% |
$9.41K - $10.3K
|
10.5K
$551K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-213- 31.7% |
$9.77K - $10.7K
|
459
$24.1K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-220- 3.32% |
$10.1K - $11K
|
6.41K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-236- 0.62% |
$10.8K - $11.8K
|
38.1K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-238- 7.44% |
$10.9K - $11.9K
|
2.96K
$156K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-242- 2.89% |
$11.1K - $12.1K
|
8.15K
$428K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-249- 1.16% |
$11.4K - $12.5K
|
21.2K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-255- 0.4% |
$11.7K - $12.8K
|
63.3K
$3.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-274- 3.54% |
$12.6K - $13.7K
|
7.46K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-280- 5.83% |
$12.8K - $14K
|
4.52K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-305- 6.62% |
$14K - $15.3K
|
4.3K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-307- 20.49% |
$14.1K - $15.4K
|
1.19K
$62.6K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-316- 3.06% |
$14.5K - $15.8K
|
10K
$527K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-329- 0.28% |
$15.1K - $16.5K
|
118K
$6.21M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-330- 2.83% |
$15.1K - $16.5K
|
11.3K
$596K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-356- 1.05% |
$16.3K - $17.8K
|
33.5K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-365- 1.15% |
$16.7K - $18.3K
|
31.5K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-384- 4.84% |
$17.6K - $19.2K
|
7.56K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-391- 0.73% |
$17.9K - $19.6K
|
53.4K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-393- 8.33% |
$18K - $19.7K
|
4.33K
$227K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-398- 0.9% |
$18.3K - $19.9K
|
44K
$2.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-400- 2.16% |
$18.4K - $20K
|
18.1K
$952K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-409- 3.06% |
$18.8K - $20.5K
|
13K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-411- 8.8% |
$18.9K - $20.6K
|
4.26K
$224K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-417- 1.18% |
$19.1K - $20.9K
|
35K
$1.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-431- 0.59% |
$19.8K - $21.6K
|
72.2K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-433- 55.09% |
$19.9K - $21.7K
|
353
$18.6K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-442- 7.86% |
$20.3K - $22.1K
|
5.18K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-453- 0.97% |
$20.8K - $22.7K
|
46.1K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-459- 0.89% |
$21.1K - $23K
|
51K
$2.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-465- 1.21% |
$21.3K - $23.3K
|
38K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-499- 1.31% |
$22.9K - $25K
|
37.5K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-516- 1.12% |
$23.7K - $25.9K
|
45.4K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-568- 4.1% |
$26.1K - $28.5K
|
13.3K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-596- 6.01% |
$27.3K - $29.9K
|
9.33K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-599- 10.83% |
$27.5K - $30K
|
4.93K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-622- 0.04% |
$28.5K - $31.2K
|
1.54M
$81.1M
|