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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
58.2K+ 1.77% |
$2.25M - $2.49M
|
3.35M
$177M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56K+ 2.46% |
$2.16M - $2.39M
|
2.33M
$123M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48KNew |
$1.86M - $2.05M
|
48K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47KNew |
$1.82M - $2.01M
|
47K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42.6K+ 146.49% |
$1.65M - $1.82M
|
71.6K
$3.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
42.3K+ 7.25% |
$1.64M - $1.81M
|
626K
$33M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
42.2K+ 8.1% |
$1.63M - $1.8M
|
563K
$29.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
41.7K+ 50.08% |
$1.61M - $1.78M
|
125K
$6.59M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
39.3K+ 15.96% |
$1.52M - $1.68M
|
286K
$15M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.8KNew |
$1.5M - $1.66M
|
38.8K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
38.2KNew |
$1.48M - $1.63M
|
38.2K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
38.1K+ 10.68% |
$1.47M - $1.63M
|
395K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
36KNew |
$1.39M - $1.54M
|
36K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.7KNew |
$1.38M - $1.53M
|
35.7K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
35.2KNew |
$1.36M - $1.51M
|
35.2K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
35K+ 7.76% |
$1.36M - $1.5M
|
487K
$25.6M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.7K+ 18.01% |
$1.34M - $1.48M
|
227K
$12M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
34.5KNew |
$1.34M - $1.48M
|
34.5K
$1.82M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
34.4K+ 16.05% |
$1.33M - $1.47M
|
248K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
32.5K+ 31.41% |
$1.26M - $1.39M
|
136K
$7.17M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
31.9K+ 85.3% |
$1.24M - $1.37M
|
69.4K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
31.9KNew |
$1.24M - $1.37M
|
31.9K
$1.68M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
31.4K+ 125.94% |
$1.21M - $1.34M
|
56.3K
$2.97M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
31K+ 14.03% |
$1.2M - $1.32M
|
252K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30.9K+ 79.26% |
$1.2M - $1.32M
|
69.9K
$3.68M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30.5K+ 5.72% |
$1.18M - $1.3M
|
563K
$29.7M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
30.5K+ 1.51% |
$1.18M - $1.3M
|
2.05M
$108M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
30.1K+ 190.48% |
$1.17M - $1.29M
|
46K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30K+ 5.8% |
$1.16M - $1.28M
|
547K
$28.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30K+ 5.8% |
$1.16M - $1.28M
|
547K
$28.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
29.3K+ 304.06% |
$1.13M - $1.25M
|
38.9K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.9KNew |
$1.12M - $1.24M
|
28.9K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
28.6K+ 4.9% |
$1.11M - $1.22M
|
613K
$32.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28.4K+ 11.01% |
$1.1M - $1.21M
|
286K
$15.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
26.4K+ 39.77% |
$1.02M - $1.13M
|
92.8K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.8K+ 16.85% |
$999K - $1.1M
|
179K
$9.44M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
25.4K+ 12.5% |
$982K - $1.09M
|
228K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.3K+ 12.59% |
$938K - $1.04M
|
217K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
23.7K+ 1.71% |
$915K - $1.01M
|
1.41M
$74.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.2K+ 9.94% |
$899K - $994K
|
257K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 2.66% |
$890K - $984K
|
888K
$46.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.4KNew |
$788K - $872K
|
20.4K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19.5KNew |
$756K - $836K
|
19.5K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$754K - $834K
|
19.5K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
19.4K+ 12.22% |
$751K - $831K
|
178K
$9.4M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
19.1K+ 4.71% |
$737K - $815K
|
424K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18.9KNew |
$731K - $808K
|
18.9K
$996K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
18.1KNew |
$698K - $772K
|
18.1K
$952K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.9K+ 6.59% |
$692K - $766K
|
289K
$15.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
17.4K+ 5.39% |
$673K - $744K
|
341K
$17.9M
|