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 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-643- 4.41% |
$24.9K - $27.5K
|
13.9K
$762K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-643- 4.24% |
$24.9K - $27.5K
|
14.5K
$794K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-662- 0.45% |
$25.6K - $28.3K
|
145K
$7.94M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-684- 4.46% |
$26.5K - $29.3K
|
14.7K
$802K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 10.48% |
$27.1K - $29.9K
|
5.98K
$327K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-711- 57.62% |
$27.5K - $30.4K
|
523
$28.6K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-712- 7.01% |
$27.5K - $30.5K
|
9.44K
$516K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-771- 49.74% |
$29.8K - $33K
|
779
$42.6K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-772- 4.83% |
$29.9K - $33K
|
15.2K
$831K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-824- 7.97% |
$31.9K - $35.2K
|
9.52K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-886- 2.63% |
$34.3K - $37.9K
|
32.8K
$1.79M
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-948- 0.5% |
$36.7K - $40.5K
|
190K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-950- 2.3% |
$36.7K - $40.6K
|
40.3K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-986- 2.89% |
$38.1K - $42.2K
|
33.1K
$1.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-999- 0.19% |
$38.6K - $42.7K
|
536K
$29.3M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.02K- 5.23% |
$39.3K - $43.4K
|
18.4K
$1M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.02K- 8.12% |
$39.4K - $43.5K
|
11.5K
$630K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.03K- 3.07% |
$40K - $44.2K
|
32.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.04K- 7.56% |
$40.2K - $44.5K
|
12.7K
$695K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 5.66% |
$41.5K - $45.9K
|
17.9K
$979K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.1K- 5.67% |
$42.5K - $47K
|
18.3K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.11K- 9.13% |
$43K - $47.6K
|
11.1K
$605K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 10.16% |
$45K - $49.7K
|
10.3K
$562K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.2K- 9.45% |
$46.5K - $51.4K
|
11.5K
$629K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.25K- 2.08% |
$48.2K - $53.3K
|
58.7K
$3.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.27K- 2.39% |
$48.9K - $54.1K
|
51.7K
$2.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.27K- 52.43% |
$49.2K - $54.4K
|
1.16K
$63.1K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.3K- 46.43% |
$50.3K - $55.6K
|
1.5K
$82K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.41K- 3.87% |
$54.7K - $60.4K
|
35.1K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.44K- 0.29% |
$55.5K - $61.4K
|
491K
$26.8M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.46K- 2.34% |
$56.6K - $62.5K
|
61.1K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.47K- 43.55% |
$57K - $63K
|
1.91K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.51K- 2.74% |
$58.5K - $64.7K
|
53.8K
$2.94M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.64K- 5.05% |
$63.4K - $70.1K
|
30.8K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.68K- 24.89% |
$65.1K - $72K
|
5.08K
$278K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.75K- 5.88% |
$67.6K - $74.8K
|
28K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.75K- 6.51% |
$67.7K - $74.8K
|
25.1K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.76K- 26.04% |
$68K - $75.1K
|
4.99K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.79K- 91.02% |
$69K - $76.3K
|
176
$9.62K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.86K- 6.61% |
$71.9K - $79.5K
|
26.2K
$1.43M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.86K- 9.63% |
$71.9K - $79.6K
|
17.5K
$954K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.92KClosed |
$74.3K - $82.1K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.93K- 4.99% |
$74.6K - $82.5K
|
36.7K
$2.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.95K- 8.68% |
$75.4K - $83.4K
|
20.5K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.97K- 8.38% |
$76.3K - $84.3K
|
21.6K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.97K- 1.99% |
$76.3K - $84.3K
|
97.3K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.97K- 0.71% |
$76.3K - $84.3K
|
278K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-2K- 12.09% |
$77.3K - $85.5K
|
14.5K
$795K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-2K- 4.79% |
$77.5K - $85.7K
|
39.9K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.03K- 13.97% |
$78.5K - $86.8K
|
12.5K
$683K
|