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 06, 2023 Q2 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
9.45K
+ 1.76%
$379K - $409K
545K $27.6M
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
8.94K
+ 5.48%
$359K - $387K
172K $8.71M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
8.59K
New
$345K - $372K
8.59K $435K
Aug 14, 2023 Q2 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
8.46K
New
$340K - $366K
8.46K $428K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
8.2K
+ 16.68%
$329K - $355K
57.4K $2.91M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
8.16K
New
$328K - $353K
8.16K $413K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
8.05K
+ 30.68%
$323K - $348K
34.3K $1.74M
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
8.02K
+ 1.28%
$322K - $347K
634K $32.1M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
7.84K
+ 87.02%
$315K - $339K
16.8K $853K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
7.73K
New
$311K - $335K
7.73K $391K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
7.6K
New
$305K - $329K
7.6K $385K
Jul 28, 2023 Q2 2023
Northeast Investment Management

BUY
 -
7.53K
New
$303K - $326K
7.53K $381K
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
7.39K
+ 4.99%
$297K - $320K
155K $7.87M
Jul 13, 2023 Q2 2023
Harbor Group, Inc.

BUY
 -
7.24K
+ 1.93%
$291K - $313K
382K $19.3M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
7.21K
+ 2.92%
$290K - $312K
254K $12.9M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.2K
+ 10.3%
$289K - $312K
77.1K $3.9M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
6.96K
New
$279K - $301K
6.96K $352K
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
6.96K
+ 27.41%
$279K - $301K
32.3K $1.64M
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
6.72K
+ 1.61%
$270K - $291K
424K $21.5M
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
6.38K
New
$256K - $276K
6.38K $323K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
6.3K
New
$253K - $273K
6.3K $319K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
6.25K
+ 112.54%
$251K - $270K
11.8K $597K
Aug 04, 2023 Q2 2023
Redw Wealth LLC

BUY
 -
6.18K
+ 28.89%
$248K - $268K
27.6K $1.4M
Aug 14, 2023 Q2 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
6K
New
$241K - $260K
6K $304K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
5.91K
+ 0.99%
$237K - $256K
605K $30.6M
Jul 18, 2023 Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
5.9K
New
$237K - $255K
5.9K $299K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
5.86K
+ 1.0%
$235K - $253K
589K $29.8M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.67K
+ 4.17%
$228K - $245K
142K $7.17M
Aug 14, 2023 Q2 2023
Hunting Hill Global Capital, LLC

New York, NY
BUY
 -
5.65K
+ 16.05%
$227K - $244K
40.8K $2.07M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
5.51K
+ 7.69%
$221K - $238K
77.1K $3.91M
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
5.51K
+ 0.47%
$221K - $238K
1.17M $59M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
5.44K
New
$219K - $235K
5.44K $276K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
5.42K
+ 18.3%
$218K - $235K
35K $1.77M
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
5.2K
New
$209K - $225K
5.2K $263K
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
5.03K
New
$202K - $218K
5.03K $255K
Jul 24, 2023 Q2 2023
Wall Capital Group, Inc.

BUY
 -
5.01K
New
$201K - $217K
5.01K $253K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
5K
New
$201K - $216K
5K $253K
Jul 28, 2023 Q2 2023
Shilanski & Associates, Inc.

BUY
 -
4.99K
+ 3.13%
$200K - $216K
164K $8.33M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
4.98K
+ 2.57%
$200K - $216K
199K $10.1M
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
4.9K
New
$197K - $212K
4.9K $248K
Feb 13, 2025 Q2 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
4.84K
New
$195K - $210K
4.84K $245K
Jul 13, 2023 Q2 2023
Nova Point Capital, LLC

BUY
 -
4.79K
New
$192K - $207K
4.79K $243K
Jul 20, 2023 Q2 2023
Fusion Family Wealth LLC

BUY
 -
4.71K
New
$189K - $204K
4.71K $238K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.69K
+ 0.18%
$188K - $203K
2.55M $129M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
4.67K
+ 14.13%
$188K - $202K
37.8K $1.91M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
4.66K
+ 8.05%
$187K - $202K
62.6K $3.17M
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
4.64K
+ 3.41%
$187K - $201K
141K $7.12M
Jul 13, 2023 Q2 2023
Phoenix Wealth Advisors

BUY
 -
4.45K
+ 17.9%
$179K - $193K
29.3K $1.49M
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
4.45K
+ 3.2%
$179K - $192K
143K $7.25M

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