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 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.49K+ 0.85% |
$127K - $138K
|
296K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.48K+ 4.78% |
$127K - $137K
|
54.4K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.45KNew |
$125K - $135K
|
2.45K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.43K+ 5.55% |
$124K - $134K
|
46.2K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.42K+ 19.44% |
$124K - $134K
|
14.9K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.38K+ 14.77% |
$122K - $132K
|
18.5K
$881K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.3KNew |
$118K - $127K
|
2.3K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.26K+ 0.77% |
$115K - $125K
|
295K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.18K+ 20.21% |
$111K - $120K
|
12.9K
$615K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.15K+ 4.75% |
$110K - $119K
|
47.5K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.14K+ 1.09% |
$109K - $118K
|
198K
$9.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.12K+ 7.85% |
$108K - $117K
|
29.1K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.11K+ 0.34% |
$108K - $117K
|
631K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.08K+ 19.09% |
$106K - $115K
|
13K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.94K+ 31.49% |
$99K - $107K
|
8.09K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.93K+ 0.91% |
$98.8K - $107K
|
215K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.89K+ 22.84% |
$96.5K - $104K
|
10.2K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 1.16% |
$96.1K - $104K
|
164K
$7.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.83K+ 23.66% |
$93.4K - $101K
|
9.56K
$454K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.78K+ 4.42% |
$91.1K - $98.6K
|
42.2K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.78K+ 2.26% |
$91K - $98.4K
|
80.6K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.77K+ 0.05% |
$90.4K - $97.8K
|
3.44M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 43.62% |
$87.9K - $95.1K
|
5.66K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.72K+ 1.36% |
$87.7K - $94.8K
|
128K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.69K+ 4.23% |
$86.3K - $93.4K
|
41.6K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.68K+ 16.77% |
$86K - $93K
|
11.7K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.66K+ 2.24% |
$84.9K - $91.8K
|
75.9K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.64K+ 7.68% |
$83.8K - $90.6K
|
23K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.63KNew |
$83K - $89.8K
|
1.63K
$77.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.62K+ 1.64% |
$82.6K - $89.3K
|
100K
$4.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.59K+ 4.83% |
$81K - $87.6K
|
34.4K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.56K+ 2.72% |
$79.7K - $86.2K
|
58.9K
$2.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.51KNew |
$77.4K - $83.7K
|
1.51K
$72K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.51K+ 23.02% |
$76.9K - $83.2K
|
8.04K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.46K+ 32.24% |
$74.3K - $80.4K
|
5.97K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.33K+ 2.11% |
$68.1K - $73.7K
|
64.4K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 12.75% |
$67.8K - $73.3K
|
11.7K
$558K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.32KNew |
$67.5K - $73.1K
|
1.32K
$62.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.31K+ 13.34% |
$67.1K - $72.6K
|
11.2K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.3K+ 4.17% |
$66.3K - $71.7K
|
32.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 33.85% |
$65.7K - $71K
|
5.08K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.28KNew |
$65.5K - $70.9K
|
1.28K
$60.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.24K+ 28.0% |
$63.1K - $68.3K
|
5.65K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 1.32% |
$62.5K - $67.7K
|
93.9K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.21K+ 0.59% |
$62K - $67.1K
|
209K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.19K+ 4.27% |
$60.8K - $65.8K
|
29.1K
$1.38M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.19KNew |
$60.5K - $65.5K
|
1.19K
$56.3K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.19K+ 3.8% |
$60.5K - $65.5K
|
32.3K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.16K+ 0.25% |
$59.2K - $64K
|
459K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.16K+ 458.73% |
$59.1K - $63.9K
|
1.41K
$66.9K
|