Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.37MNew |
$69.8M - $75.5M
|
1.37M
$71.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
190K+ 41.77% |
$9.7M - $10.5M
|
644K
$33.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
158K+ 417.06% |
$8.07M - $8.73M
|
196K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
130K+ 33.56% |
$6.64M - $7.18M
|
517K
$27.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
104K+ 62.43% |
$5.3M - $5.73M
|
270K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
82.2K+ 54.96% |
$4.2M - $4.55M
|
232K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
62.3K+ 3.89% |
$3.18M - $3.45M
|
1.66M
$87.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
58.9KNew |
$3.01M - $3.26M
|
58.9K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
48.9K+ 3.17% |
$2.5M - $2.7M
|
1.59M
$83.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.7K+ 6.3% |
$2.28M - $2.47M
|
755K
$39.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.8K+ 13.95% |
$2.08M - $2.25M
|
333K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 4.19% |
$1.96M - $2.12M
|
953K
$50.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34.9K+ 21.28% |
$1.78M - $1.93M
|
199K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
34.9K+ 7.66% |
$1.78M - $1.93M
|
490K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.6K+ 10.31% |
$1.51M - $1.64M
|
317K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.8K+ 13.58% |
$1.37M - $1.48M
|
224K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 7.78% |
$1.31M - $1.41M
|
354K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.3K+ 31.41% |
$1.29M - $1.4M
|
106K
$5.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
24.2K+ 4.59% |
$1.24M - $1.34M
|
551K
$29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24K+ 49.88% |
$1.23M - $1.33M
|
72.2K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
24K+ 13.55% |
$1.23M - $1.33M
|
201K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
24K+ 16.22% |
$1.22M - $1.33M
|
172K
$9.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
23KNew |
$1.18M - $1.27M
|
23K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
19.3K+ 3.7% |
$987K - $1.07M
|
542K
$28.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 5.46% |
$981K - $1.06M
|
371K
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16.9K+ 3.87% |
$861K - $932K
|
452K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
16.6K+ 0.97% |
$848K - $917K
|
1.72M
$90.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.4K+ 1.03% |
$838K - $907K
|
1.61M
$84.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
16K+ 3.57% |
$820K - $887K
|
465K
$24.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15.5K+ 12.67% |
$792K - $857K
|
138K
$7.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.3K+ 16.01% |
$780K - $844K
|
111K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
13.6K+ 4.29% |
$694K - $751K
|
330K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
13.5KNew |
$692K - $748K
|
13.5K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 13.34% |
$680K - $736K
|
113K
$5.94M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12.3K+ 8.88% |
$630K - $681K
|
151K
$7.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12.1K+ 4.9% |
$619K - $670K
|
260K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12K+ 14.32% |
$611K - $661K
|
95.5K
$5.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.4K+ 86.87% |
$582K - $629K
|
24.5K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11.1K+ 9.31% |
$567K - $613K
|
130K
$6.85M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
10K+ 2.62% |
$513K - $555K
|
394K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
9.98K+ 2.3% |
$510K - $552K
|
444K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.93K+ 2.53% |
$507K - $549K
|
402K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
8.78K+ 22.89% |
$448K - $485K
|
47.1K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
8.28KNew |
$423K - $458K
|
8.28K
$435K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.19K+ 3.0% |
$418K - $453K
|
281K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.97K+ 1.77% |
$407K - $440K
|
457K
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
7.75K+ 2.95% |
$396K - $428K
|
271K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
7.72K+ 29.96% |
$395K - $427K
|
33.5K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.26K+ 1.38% |
$371K - $401K
|
533K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.02KNew |
$359K - $388K
|
7.02K
$369K
|