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
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
1.7K
+ 1.33%
$68.3K - $73.6K
130K $7.14M
Jul 14, 2023 Q2 2023
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
1.69K
+ 0.89%
$67.9K - $73.2K
192K $10.6M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.61K
+ 249.22%
$64.5K - $69.4K
2.25K $124K
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
1.6K
+ 2.87%
$64.3K - $69.2K
57.4K $3.16M
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
1.59K
+ 5.93%
$63.9K - $68.8K
28.4K $1.57M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.54K
+ 23.56%
$62K - $66.8K
8.09K $445K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.44K
+ 3.19%
$58K - $62.4K
46.7K $2.57M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.34K
+ 8.78%
$53.6K - $57.8K
16.5K $911K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
1.33K
+ 77.74%
$53.3K - $57.4K
3.03K $167K
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
1.31K
+ 5.7%
$52.4K - $56.5K
24.2K $1.33M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.25K
New
$50.1K - $54K
1.25K $68.7K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.25K
+ 9.97%
$50.1K - $53.9K
13.7K $757K
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
1.19K
New
$47.7K - $51.4K
1.19K $65.4K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
1.15K
+ 9.92%
$46K - $49.6K
12.7K $699K
Jul 14, 2023 Q2 2023
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
1.08K
+ 3.52%
$43.5K - $46.9K
31.9K $1.76M
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
1.02K
+ 17.92%
$40.8K - $43.9K
6.68K $368K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
988
+ 4.44%
$39.7K - $42.8K
23.3K $1.28M
Aug 14, 2023 Q2 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
901
+ 12.89%
$36.2K - $39K
7.89K $434K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
871
+ 7.82%
$35K - $37.7K
12K $662K
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
842
New
$33.8K - $36.4K
842 $46.4K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
816
+ 8.74%
$32.8K - $35.3K
10.1K $559K
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
782
+ 6.53%
$31.4K - $33.8K
12.8K $702K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
777
+ 4.36%
$31.2K - $33.6K
18.6K $1.02M
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
776
+ 4.81%
$31.2K - $33.6K
16.9K $931K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
712
New
$28.6K - $30.8K
712 $39.2K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
705
+ 9.4%
$28.3K - $30.5K
8.21K $452K
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
684
+ 1.21%
$27.5K - $29.6K
57K $3.14M
Jul 31, 2023 Q2 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
656
+ 8.5%
$26.4K - $28.4K
8.37K $461K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
622
New
$25K - $26.9K
622 $34.2K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
593
+ 56.1%
$23.8K - $25.7K
1.65K $90.8K
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
586
+ 0.67%
$23.5K - $25.4K
88.6K $4.88M
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
576
+ 5.1%
$23.1K - $24.9K
11.9K $654K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
566
New
$22.7K - $24.5K
566 $31.2K
Jul 18, 2023 Q2 2023
Brown Miller Wealth Management, LLC

BUY
 -
518
+ 4.56%
$20.8K - $22.4K
11.9K $654K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
500
+ 2.44%
$20.1K - $21.6K
21K $1.15M
Jul 21, 2023 Q2 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
459
+ 1.39%
$18.4K - $19.9K
33.5K $1.84M
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
453
+ 7.15%
$18.2K - $19.6K
6.79K $374K
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
449
+ 0.5%
$18K - $19.4K
90.1K $4.96M
Aug 03, 2023 Q2 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
419
New
$16.8K - $18.1K
419 $23.1K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
415
+ 0.81%
$16.7K - $18K
51.6K $2.84M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
400
+ 3.43%
$16.1K - $17.3K
12.1K $664K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
351
+ 67.11%
$14.1K - $15.2K
874 $48.1K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
351
+ 67.11%
$14.1K - $15.2K
874 $48.1K
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
340
New
$13.7K - $14.7K
340 $18.7K
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
337
+ 0.34%
$13.5K - $14.6K
99.1K $5.46M
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
325
+ 13.08%
$13.1K - $14.1K
2.81K $155K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
322
New
$12.9K - $13.9K
322 $17.7K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
291
+ 3.03%
$11.7K - $12.6K
9.89K $545K
Jul 19, 2023 Q2 2023
Ballast, Inc.

BUY
 -
279
+ 3.62%
$11.2K - $12.1K
7.99K $440K

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