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 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.1KNew |
$371K - $406K
|
8.1K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.89K+ 18.45% |
$362K - $395K
|
50.7K
$2.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
7.84K+ 2.78% |
$359K - $393K
|
289K
$15.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
7.6K+ 5.5% |
$349K - $381K
|
146K
$7.66M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7.58K+ 8.48% |
$348K - $380K
|
96.9K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.44K+ 10.73% |
$342K - $373K
|
76.8K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.31K+ 10.12% |
$335K - $366K
|
79.5K
$4.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.12K+ 20.42% |
$326K - $357K
|
42K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.04K+ 32.65% |
$323K - $353K
|
28.6K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.95K+ 149.76% |
$319K - $348K
|
11.6K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.86KNew |
$315K - $344K
|
6.86K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
6.82K+ 2.42% |
$313K - $342K
|
289K
$15.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.76KNew |
$310K - $338K
|
6.76K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.7K+ 6.47% |
$307K - $336K
|
110K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
6.58K+ 11.49% |
$302K - $330K
|
63.9K
$3.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.5KNew |
$298K - $326K
|
6.5K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.4KNew |
$294K - $321K
|
6.4K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.4KNew |
$294K - $321K
|
6.4K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
6.2K+ 7.11% |
$284K - $311K
|
93.4K
$4.91M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
6.2KNew |
$284K - $310K
|
6.2K
$326K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.17K+ 2.52% |
$283K - $309K
|
251K
$13.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.08K+ 10.29% |
$279K - $305K
|
65.2K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.06K+ 37.02% |
$278K - $304K
|
22.4K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.01K+ 3.33% |
$276K - $301K
|
187K
$9.82M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.96K+ 116.62% |
$273K - $298K
|
11.1K
$582K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.96KNew |
$273K - $298K
|
5.96K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.95K+ 69.03% |
$273K - $298K
|
14.6K
$766K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.92KNew |
$272K - $296K
|
5.92K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.92KNew |
$272K - $296K
|
5.92K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.85K+ 27.35% |
$268K - $293K
|
27.2K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.76KNew |
$264K - $289K
|
5.76K
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.66K+ 5.08% |
$260K - $284K
|
117K
$6.16M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.61KNew |
$258K - $281K
|
5.61K
$295K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.6K+ 3.35% |
$257K - $281K
|
173K
$9.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
5.54K+ 2.12% |
$254K - $278K
|
267K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.54KNew |
$254K - $277K
|
5.54K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
5.47KNew |
$251K - $274K
|
5.47K
$287K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.33KNew |
$244K - $267K
|
5.33K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.27K+ 108.68% |
$242K - $264K
|
10.1K
$532K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.25KNew |
$241K - $263K
|
5.25K
$276K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5.24K+ 2.98% |
$240K - $263K
|
181K
$9.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.24K+ 62.92% |
$240K - $263K
|
13.6K
$713K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.22K+ 2.1% |
$239K - $261K
|
254K
$13.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5.09K+ 2.62% |
$233K - $255K
|
199K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.06K+ 105.15% |
$232K - $254K
|
9.88K
$519K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
5.02K+ 49.88% |
$230K - $251K
|
15.1K
$792K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5KNew |
$229K - $251K
|
5K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.96KNew |
$228K - $249K
|
4.96K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.87K+ 93.8% |
$223K - $244K
|
10.1K
$529K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.79K+ 14.1% |
$220K - $240K
|
38.7K
$2.04M
|