Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
21.2K+ 33.26% |
$851K - $917K
|
84.9K
$4.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
20.8K+ 2.44% |
$837K - $902K
|
875K
$46.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.1K+ 12.94% |
$807K - $869K
|
175K
$9.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
19.2K+ 64.96% |
$772K - $831K
|
48.8K
$2.57M
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
19.1KNew |
$769K - $828K
|
19.1K
$1.01M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
18.9K+ 4.47% |
$760K - $819K
|
442K
$23.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.9K+ 27.63% |
$758K - $816K
|
87.1K
$4.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
18.7K+ 14.32% |
$749K - $807K
|
149K
$7.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
18.5KNew |
$744K - $801K
|
18.5K
$976K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
18.1K+ 78.96% |
$728K - $784K
|
41.1K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18K+ 9.52% |
$724K - $780K
|
207K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
17.6K+ 19.0% |
$709K - $763K
|
110K
$5.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
17.4KNew |
$698K - $752K
|
17.4K
$916K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
17.3K+ 1.55% |
$696K - $750K
|
1.14M
$60M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.1KNew |
$687K - $740K
|
17.1K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17K+ 2.49% |
$684K - $736K
|
700K
$36.9M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
17K+ 6.75% |
$682K - $735K
|
269K
$14.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.6K+ 9.71% |
$665K - $716K
|
187K
$9.86M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
16K+ 6.51% |
$644K - $693K
|
262K
$13.8M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
15.9K+ 4.03% |
$637K - $686K
|
409K
$21.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.6K+ 8.61% |
$626K - $674K
|
197K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.5K+ 22.32% |
$622K - $670K
|
84.9K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15.2K+ 30.98% |
$612K - $659K
|
64.4K
$3.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8K+ 1.37% |
$595K - $641K
|
1.1M
$57.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
14.2KNew |
$570K - $614K
|
14.2K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
13.7KNew |
$552K - $595K
|
13.7K
$724K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.6K+ 28.96% |
$547K - $589K
|
60.6K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
13.3KNew |
$535K - $576K
|
13.3K
$702K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
13.3KNew |
$534K - $576K
|
13.3K
$701K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
12.9KNew |
$520K - $560K
|
12.9K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
12.7KNew |
$509K - $548K
|
12.7K
$668K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
12.7K+ 2782.86% |
$509K - $548K
|
13.1K
$691K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.6K+ 5.67% |
$506K - $545K
|
235K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.4K+ 5.46% |
$499K - $537K
|
240K
$12.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 2.8% |
$492K - $530K
|
449K
$23.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.1K+ 57.66% |
$485K - $522K
|
33K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11.8K+ 0.36% |
$475K - $512K
|
3.3M
$174M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11.8K+ 7.18% |
$475K - $512K
|
176K
$9.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.8K+ 2.68% |
$473K - $510K
|
452K
$23.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 55.54% |
$472K - $508K
|
32.9K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.2K+ 4.06% |
$451K - $486K
|
287K
$15.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
11.1K+ 37.33% |
$445K - $479K
|
40.7K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.5K+ 25.1% |
$422K - $455K
|
52.4K
$2.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10.4K+ 520400.0% |
$418K - $450K
|
10.4K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 152.49% |
$412K - $444K
|
17K
$895K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.93K+ 3.04% |
$399K - $429K
|
337K
$17.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.88K+ 6.8% |
$397K - $427K
|
155K
$8.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
9.75KNew |
$392K - $422K
|
9.75K
$514K
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.69K+ 1.97% |
$389K - $419K
|
501K
$26.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
9.52KNew |
$383K - $412K
|
9.52K
$502K
|