Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.1K- 23.09% |
$81.2K - $89.7K
|
6.99K
$385K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.11K- 1.47% |
$81.7K - $90.3K
|
141K
$7.79M
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.16K- 5.52% |
$83.4K - $92.3K
|
37K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.21K- 1.29% |
$85.3K - $94.4K
|
169K
$9.29M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.29K- 1.22% |
$88.5K - $97.9K
|
186K
$10.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.3K- 5.07% |
$89.1K - $98.5K
|
43.2K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.36K- 8.82% |
$91.3K - $101K
|
24.4K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.64K- 0.36% |
$102K - $113K
|
733K
$40.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.65K- 6.15% |
$103K - $114K
|
40.5K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.66K- 3.75% |
$103K - $114K
|
68.3K
$3.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-2.77K- 6.01% |
$107K - $119K
|
43.4K
$2.39M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.86K- 1.91% |
$110K - $122K
|
147K
$8.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.86K- 11.49% |
$111K - $122K
|
22K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.94K- 33.38% |
$114K - $126K
|
5.86K
$323K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-2.94K- 1.33% |
$114K - $126K
|
217K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3K- 16.15% |
$116K - $128K
|
15.6K
$858K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.05K- 3.43% |
$118K - $130K
|
85.8K
$4.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-3.31K- 0.97% |
$128K - $142K
|
337K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.39K- 0.23% |
$131K - $145K
|
1.48M
$81.4M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.39K- 21.92% |
$131K - $145K
|
12.1K
$666K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-3.44K- 4.08% |
$133K - $147K
|
80.7K
$4.45M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.51K- 21.27% |
$136K - $150K
|
13K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.66K- 20.99% |
$142K - $157K
|
13.8K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.74K- 33.2% |
$145K - $160K
|
7.53K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.75K- 8.35% |
$145K - $160K
|
41.2K
$2.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 13.66% |
$145K - $161K
|
23.8K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.96K- 0.47% |
$153K - $169K
|
835K
$46M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.97K- 1.63% |
$154K - $170K
|
240K
$13.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.17K- 39.67% |
$161K - $178K
|
6.33K
$349K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.26K- 11.89% |
$165K - $182K
|
31.6K
$1.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.29K- 2.81% |
$166K - $183K
|
149K
$8.18M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.32K- 1.26% |
$167K - $185K
|
338K
$18.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4.48K- 13.76% |
$173K - $192K
|
28.1K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4.49K- 1.01% |
$174K - $192K
|
440K
$24.2M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.72K- 3.6% |
$183K - $202K
|
126K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.74K- 21.44% |
$183K - $203K
|
17.4K
$956K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.75K- 29.14% |
$184K - $203K
|
11.5K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.93K- 9.44% |
$191K - $211K
|
47.3K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-4.95K- 2.25% |
$191K - $212K
|
215K
$11.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.99K- 2.75% |
$193K - $213K
|
177K
$9.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.3K- 29.58% |
$205K - $227K
|
12.6K
$695K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.36K- 1.34% |
$207K - $229K
|
396K
$21.8M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-5.4K- 5.68% |
$209K - $231K
|
89.6K
$4.94M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.56K- 18.58% |
$215K - $238K
|
24.4K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.58K- 17.12% |
$216K - $239K
|
27K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.61K- 4.2% |
$217K - $240K
|
128K
$7.05M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.61K- 4.18% |
$217K - $240K
|
128K
$7.07M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.61K- 4.18% |
$217K - $240K
|
128K
$7.07M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.71K- 1.88% |
$221K - $244K
|
298K
$16.4M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-5.8K- 5.58% |
$224K - $248K
|
98K
$5.4M
|