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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.32KNew |
$221K - $239K
|
4.32K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.29KNew |
$219K - $237K
|
4.29K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.27KNew |
$218K - $236K
|
4.27K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.27KNew |
$218K - $236K
|
4.27K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.26K+ 5.41% |
$218K - $236K
|
83.1K
$3.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
4.26K+ 3.02% |
$218K - $236K
|
146K
$6.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.22KNew |
$216K - $233K
|
4.22K
$201K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.17KNew |
$213K - $230K
|
4.17K
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.15K+ 4.42% |
$212K - $229K
|
98.1K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.15KNew |
$212K - $229K
|
4.15K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.14KNew |
$212K - $229K
|
4.14K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.14K+ 1.55% |
$211K - $229K
|
272K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.12KNew |
$210K - $228K
|
4.12K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.08KNew |
$208K - $225K
|
4.08K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.03K+ 4.11% |
$206K - $223K
|
102K
$4.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.03K+ 2.96% |
$206K - $222K
|
140K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.03KNew |
$206K - $222K
|
4.03K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.02KNew |
$205K - $222K
|
4.02K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4KNew |
$204K - $221K
|
4K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.97KNew |
$203K - $219K
|
3.97K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
3.92K+ 6.03% |
$200K - $217K
|
68.9K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.84K+ 21.64% |
$196K - $212K
|
21.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.84K+ 4.3% |
$196K - $212K
|
93.1K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.82KNew |
$195K - $211K
|
3.82K
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.67K+ 0.68% |
$188K - $203K
|
544K
$25.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.65K+ 8.43% |
$187K - $202K
|
47K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.61K+ 3.18% |
$185K - $200K
|
117K
$5.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.6K+ 16.18% |
$184K - $199K
|
25.9K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.59K+ 61.85% |
$183K - $198K
|
9.39K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.49KNew |
$178K - $193K
|
3.49K
$166K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.47KNew |
$177K - $192K
|
3.47K
$165K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
3.46K+ 1.02% |
$177K - $191K
|
343K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.36K+ 9.66% |
$172K - $186K
|
38.1K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.34K+ 3.35% |
$171K - $184K
|
103K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.34K+ 13.88% |
$170K - $184K
|
27.4K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.25K+ 2.08% |
$166K - $180K
|
160K
$7.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.24K+ 1.1% |
$165K - $179K
|
297K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 46.81% |
$162K - $175K
|
9.96K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 4.59% |
$162K - $175K
|
72.2K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.08K+ 1.68% |
$157K - $170K
|
187K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.98KNew |
$152K - $164K
|
2.98K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.9K+ 4.57% |
$148K - $160K
|
66.2K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.83KNew |
$145K - $156K
|
2.83K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.83K+ 22.59% |
$144K - $156K
|
15.3K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.7K+ 0.72% |
$138K - $149K
|
380K
$18M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.69K+ 6.56% |
$138K - $149K
|
43.8K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.61K+ 51.21% |
$134K - $144K
|
7.72K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.56K+ 8.48% |
$131K - $141K
|
32.7K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.53KNew |
$129K - $140K
|
2.53K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.53K+ 12.79% |
$129K - $140K
|
22.3K
$1.06M
|