Purchases and Sales Made in Q2 2023 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV) during Q2 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
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
9.73M
+ 136.04%
$391M - $421M
16.9M $923M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
5.05M
New
$203M - $218M
5.05M $276M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.79M
+ 2.55%
$71.8M - $77.4M
72M $3.94B
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.58M
+ 66.02%
$63.6M - $68.5M
3.98M $218M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.22M
+ 77.63%
$48.8M - $52.6M
2.78M $152M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.11M
+ 60.82%
$44.7M - $48.2M
2.94M $161M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
897K
+ 3.51%
$36M - $38.8M
26.4M $1.45B
Aug 09, 2023 Q2 2023
Arrow Financial Corp

BUY
 -
711K
+ 7185.62%
$28.6M - $30.8M
721K $39.4M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
657K
+ 32.71%
$26.4M - $28.4M
2.67M $146M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
615K
+ 57.88%
$24.7M - $26.6M
1.68M $91.7M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
524K
+ 83.81%
$21M - $22.7M
1.15M $62.8M
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
508K
New
$20.4M - $22M
508K $27.8M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
441K
+ 80.64%
$17.7M - $19.1M
988K $54M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
441K
+ 80.64%
$17.7M - $19.1M
988K $54M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
435K
+ 32.56%
$17.5M - $18.8M
1.77M $96.8M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
433K
+ 61.3%
$17.4M - $18.7M
1.14M $62.3M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
355K
+ 10.48%
$14.2M - $15.3M
3.74M $204M
Jul 31, 2023 Q2 2023
Fortune 45 LLC

BUY
 -
353K
New
$14.2M - $15.3M
353K $19.3M
Jul 26, 2023 Q2 2023
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
350K
New
$14.1M - $15.1M
350K $19.1M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
342K
+ 19.43%
$13.7M - $14.8M
2.1M $115M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
278K
+ 34.16%
$11.2M - $12M
1.09M $59.6M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
265K
+ 11.39%
$10.7M - $11.5M
2.59M $142M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
236K
+ 16.23%
$9.47M - $10.2M
1.69M $92.3M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
228K
+ 8.33%
$9.17M - $9.88M
2.97M $162M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
222K
New
$8.92M - $9.61M
222K $12.1M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
207K
+ 20767.4%
$8.32M - $8.96M
208K $11.4M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
187K
New
$7.5M - $8.08M
187K $10.2M
Aug 14, 2023 Q2 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
185K
New
$7.43M - $8.01M
185K $10.1M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
179K
+ 8.53%
$7.18M - $7.74M
2.28M $124M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
176K
New
$7.08M - $7.63M
176K $9.64M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
171K
+ 2.83%
$6.86M - $7.38M
6.2M $339M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
167K
+ 44.57%
$6.69M - $7.21M
540K $29.5M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
166K
+ 56.58%
$6.65M - $7.16M
458K $25M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
159K
+ 163.53%
$6.39M - $6.88M
256K $14M
Jul 27, 2023 Q2 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
153K
+ 23.58%
$6.13M - $6.61M
800K $43.7M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
151K
+ 253.78%
$6.06M - $6.52M
210K $11.5M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
142K
+ 15.99%
$5.7M - $6.14M
1.03M $56.3M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
137K
+ 15.07%
$5.5M - $5.93M
1.05M $57.2M
Jul 07, 2023 Q2 2023
Auour Investments LLC

Wenham, MA
BUY
 -
133K
New
$5.33M - $5.74M
133K $7.25M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
124K
+ 6.51%
$4.99M - $5.37M
2.03M $111M
Jul 19, 2023 Q2 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
121K
New
$4.85M - $5.22M
121K $6.6M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
104K
New
$4.18M - $4.5M
104K $5.69M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
104K
New
$4.17M - $4.49M
104K $5.67M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
101K
+ 28.32%
$4.06M - $4.38M
458K $25.1M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
99.9K
New
$4.01M - $4.32M
99.9K $5.46M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
97.9K
+ 11.44%
$3.93M - $4.23M
953K $52.1M
Aug 14, 2023 Q2 2023
Marshall Wace, LLP

London, X0
BUY
 -
97.1K
+ 254.12%
$3.9M - $4.2M
135K $7.4M
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
95.7K
New
$3.85M - $4.14M
95.7K $5.23M
Jul 17, 2023 Q2 2023
Willis Johnson & Associates, Inc.

BUY
 -
94.5K
+ 2.82%
$3.8M - $4.09M
3.45M $188M

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