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 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.66K+ 0.95% |
$340K - $368K
|
709K
$33.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.55K+ 5.76% |
$335K - $362K
|
120K
$5.72M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6.52KNew |
$333K - $360K
|
6.52K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.47K+ 47.39% |
$330K - $357K
|
20.1K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.44K+ 83.51% |
$329K - $356K
|
14.2K
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.38K+ 5.58% |
$326K - $353K
|
121K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.19K+ 4.45% |
$316K - $342K
|
145K
$6.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.16KNew |
$315K - $341K
|
6.16K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.15KNew |
$314K - $340K
|
6.15K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.11K+ 153.12% |
$312K - $337K
|
10.1K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.87KNew |
$300K - $325K
|
5.87K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
5.87K+ 62.08% |
$300K - $324K
|
15.3K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.84K+ 10.54% |
$299K - $323K
|
61.3K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.82KNew |
$297K - $322K
|
5.82K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5.75KNew |
$294K - $318K
|
5.75K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.74K+ 16.12% |
$293K - $317K
|
41.3K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.69KNew |
$290K - $314K
|
5.69K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.67KNew |
$290K - $314K
|
5.67K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.67K+ 4.36% |
$289K - $313K
|
135K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.67KNew |
$289K - $313K
|
5.67K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
5.64KNew |
$288K - $312K
|
5.64K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.61K+ 9.15% |
$286K - $310K
|
66.9K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.5KNew |
$281K - $304K
|
5.5K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
5.49KNew |
$281K - $303K
|
5.49K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.46K+ 11.58% |
$279K - $302K
|
52.7K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.34K+ 13.69% |
$273K - $295K
|
44.3K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.32K+ 5.33% |
$272K - $294K
|
105K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.31K+ 8.18% |
$271K - $293K
|
70.2K
$3.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.3K+ 0.6% |
$271K - $293K
|
891K
$42.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.23K+ 8.71% |
$267K - $289K
|
65.3K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.21KNew |
$266K - $288K
|
5.21K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.12KNew |
$262K - $283K
|
5.12K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.04K+ 2.38% |
$258K - $279K
|
217K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.88KNew |
$249K - $270K
|
4.88K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.84K+ 2.69% |
$247K - $267K
|
185K
$8.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 3.46% |
$246K - $266K
|
144K
$6.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.78KNew |
$244K - $264K
|
4.78K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.76K+ 0.79% |
$243K - $263K
|
604K
$28.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.69K+ 3.85% |
$239K - $259K
|
126K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
4.65KNew |
$238K - $257K
|
4.65K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.65KNew |
$238K - $257K
|
4.65K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.51K+ 0.42% |
$231K - $249K
|
1.08M
$51.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.48K+ 2.48% |
$229K - $248K
|
185K
$8.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.43K+ 688.96% |
$226K - $245K
|
5.07K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.43K+ 7.18% |
$226K - $245K
|
66.1K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.43K+ 50.83% |
$226K - $245K
|
13.1K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.41KNew |
$225K - $244K
|
4.41K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.4K+ 56.59% |
$225K - $243K
|
12.2K
$579K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.37KNew |
$223K - $241K
|
4.37K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.36K+ 1.46% |
$223K - $241K
|
304K
$14.4M
|