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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-481K- 44.52% |
$18.6M - $20.6M
|
599K
$33M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-688K- 8.71% |
$26.6M - $29.4M
|
7.22M
$397M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-689K- 94.62% |
$26.7M - $29.5M
|
39.2K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-778K- 17.82% |
$30.1M - $33.3M
|
3.59M
$197M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-825K- 98.55% |
$31.9M - $35.3M
|
12.2K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-939K- 26.96% |
$36.3M - $40.2M
|
2.54M
$140M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.35M- 19.1% |
$52.1M - $57.6M
|
5.71M
$314M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.63M- 99.54% |
$102M - $112M
|
12K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.78M- 99.11% |
$301M - $333M
|
69.6K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.73M- 72.05% |
$338M - $373M
|
3.39M
$186M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.1M- 77.95% |
$699M - $773M
|
5.11M
$282M
|