Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 33.85% |
$501K - $546K
|
40.9K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
10.3KNew |
$499K - $544K
|
10.3K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2K+ 97.02% |
$493K - $538K
|
20.7K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
9.4K+ 42.2% |
$456K - $497K
|
31.7K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.26K+ 26.79% |
$449K - $489K
|
43.8K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
9.25K+ 3.12% |
$449K - $489K
|
306K
$15.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
9.21K+ 15.52% |
$447K - $487K
|
68.6K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.19K+ 25.79% |
$446K - $486K
|
44.8K
$2.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
9.15K+ 41.68% |
$444K - $484K
|
31.1K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8.95K+ 7.23% |
$434K - $473K
|
133K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.9KNew |
$432K - $470K
|
8.9K
$454K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
8.46KNew |
$410K - $447K
|
8.46K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.39K+ 22.98% |
$407K - $443K
|
44.9K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
8.38K+ 26.18% |
$407K - $443K
|
40.4K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.38K+ 121.35% |
$407K - $443K
|
15.3K
$780K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.32K+ 2.7% |
$404K - $440K
|
317K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
8.28K+ 11.01% |
$402K - $438K
|
83.5K
$4.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.27KNew |
$401K - $437K
|
8.27K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.03K+ 24.31% |
$390K - $425K
|
41.1K
$2.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.75KNew |
$376K - $410K
|
7.75K
$396K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7.74KNew |
$375K - $409K
|
7.74K
$395K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.7K+ 6.9% |
$373K - $407K
|
119K
$6.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
7.66KNew |
$371K - $405K
|
7.66K
$391K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.65KNew |
$371K - $404K
|
7.65K
$390K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
7.59K+ 55.53% |
$368K - $401K
|
21.3K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.54KNew |
$366K - $399K
|
7.54K
$385K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
7.41K+ 2.41% |
$360K - $392K
|
315K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.38K+ 4.19% |
$358K - $390K
|
184K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.37KNew |
$358K - $390K
|
7.37K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
7.32K+ 1.41% |
$355K - $387K
|
527K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.15K+ 1.49% |
$347K - $378K
|
488K
$24.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.14K+ 3.57% |
$346K - $377K
|
207K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7.13K+ 3.54% |
$346K - $377K
|
209K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.81KNew |
$330K - $360K
|
6.81K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.57K+ 63.86% |
$319K - $347K
|
16.9K
$860K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.39K+ 3.24% |
$310K - $338K
|
204K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.33KNew |
$307K - $334K
|
6.33K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.23KNew |
$302K - $329K
|
6.23K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.19K+ 10.08% |
$300K - $327K
|
67.6K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.17K+ 12.53% |
$299K - $326K
|
55.4K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.12K+ 1.78% |
$297K - $324K
|
350K
$17.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.98K+ 58.85% |
$290K - $316K
|
16.1K
$824K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.96K+ 1.11% |
$289K - $315K
|
540K
$27.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.91K+ 5.53% |
$287K - $313K
|
113K
$5.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.8KNew |
$282K - $307K
|
5.8K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.75KNew |
$279K - $304K
|
5.75K
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
5.7K+ 3.71% |
$277K - $301K
|
159K
$8.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.68KNew |
$276K - $300K
|
5.68K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.6K+ 35.56% |
$272K - $296K
|
21.3K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.57K+ 16.7% |
$270K - $295K
|
38.9K
$1.99M
|