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 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
17.3K+ 21.19% |
$668K - $738K
|
98.7K
$5.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16.7K+ 1.27% |
$648K - $716K
|
1.34M
$73.5M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
16.7KNew |
$647K - $715K
|
16.7K
$920K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 3.92% |
$624K - $690K
|
428K
$23.5M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.9K+ 20.51% |
$614K - $678K
|
93.2K
$5.13M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8K+ 13.15% |
$611K - $676K
|
136K
$7.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.7K+ 2.58% |
$568K - $628K
|
583K
$32.1M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
14.7K+ 9.41% |
$567K - $627K
|
170K
$9.39M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.5K+ 10.57% |
$561K - $621K
|
152K
$8.36M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13.5KNew |
$524K - $579K
|
13.5K
$746K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
13.5K+ 31.27% |
$522K - $577K
|
56.6K
$3.12M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.5KNew |
$520K - $575K
|
13.5K
$741K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
13.3K+ 2.63% |
$515K - $570K
|
519K
$28.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 1.46% |
$505K - $559K
|
909K
$50.1M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
12.4K+ 222.79% |
$481K - $532K
|
18K
$992K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.3K+ 2.91% |
$478K - $528K
|
437K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$470K - $520K
|
12.2K
$670K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 7.37% |
$437K - $484K
|
165K
$9.07M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11KNew |
$425K - $470K
|
11K
$606K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
11K+ 0.95% |
$424K - $469K
|
1.16M
$63.8M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.5KNew |
$406K - $449K
|
10.5K
$579K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.2K+ 0.79% |
$393K - $434K
|
1.29M
$71M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 6.08% |
$393K - $434K
|
177K
$9.75M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.98K+ 10.61% |
$386K - $427K
|
104K
$5.73M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.77K+ 49.25% |
$378K - $418K
|
29.6K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
9.66K+ 31.84% |
$374K - $413K
|
40K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.57K+ 13.25% |
$370K - $409K
|
81.8K
$4.5M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
9.47K+ 70.56% |
$366K - $405K
|
22.9K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
9.04K+ 1.07% |
$350K - $387K
|
854K
$47M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.03K+ 5.25% |
$349K - $386K
|
181K
$9.97M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8.95KNew |
$346K - $383K
|
8.95K
$493K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.48K+ 11.34% |
$328K - $363K
|
83.3K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8.35K+ 39.37% |
$323K - $357K
|
29.6K
$1.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.24KNew |
$319K - $352K
|
8.24K
$454K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.08KNew |
$313K - $346K
|
8.08K
$445K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
8.05K+ 95.42% |
$311K - $344K
|
16.5K
$908K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.04KNew |
$311K - $344K
|
8.04K
$443K
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.83K+ 3.89% |
$303K - $335K
|
209K
$11.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.73KNew |
$299K - $331K
|
7.73K
$426K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.71K+ 25.81% |
$298K - $330K
|
37.6K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7.39K+ 2.9% |
$286K - $316K
|
262K
$14.5M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.29KNew |
$282K - $312K
|
7.29K
$401K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.2K+ 18.9% |
$278K - $308K
|
45.3K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
7.11K+ 2.64% |
$275K - $304K
|
276K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.97K+ 1.66% |
$269K - $298K
|
426K
$23.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.6K+ 2.75% |
$255K - $282K
|
247K
$13.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.55K+ 39.89% |
$253K - $280K
|
23K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
6K+ 2.56% |
$232K - $257K
|
240K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.97K+ 5.7% |
$231K - $255K
|
111K
$6.1M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.96K+ 0.06% |
$231K - $255K
|
10M
$551M
|