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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
27+ 0.49% |
$1.08K - $1.17K
|
5.49K
$278K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
27New |
$1.08K - $1.17K
|
27
$1.37K
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
22+ 0.35% |
$884 - $952
|
6.36K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21+ 0.42% |
$844 - $909
|
5.02K
$254K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
14+ 0.05% |
$562 - $606
|
29.7K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
13+ 0.03% |
$522 - $563
|
37.6K
$1.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
12+ 0.1% |
$482 - $519
|
12K
$609K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 0.45% |
$442 - $476
|
2.43K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$402 - $433
|
10
$506
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
8+ 0.16% |
$321 - $346
|
5K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.0% |
$281 - $303
|
197K
$9.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.48% |
$241 - $260
|
1.26K
$63.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.51% |
$201 - $216
|
987
$50K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.51% |
$161 - $173
|
783
$39.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$121 - $130
|
7.24K
$367K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.53% |
$121 - $130
|
571
$28.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$80.3 - $86.5
|
2
$101
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$80.3 - $86.5
|
8.61K
$436K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.38% |
$80.3 - $86.5
|
532
$26.9K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.82% |
$40.2 - $43.3
|
56
$2.84K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.54% |
$40.2 - $43.3
|
185
$9.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.69% |
$40.2 - $43.3
|
60
$3.04K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$40.2 - $43.3
|
11.5K
$583K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.01% |
$161 - $173
|
38.5K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6- 0.01% |
$241 - $260
|
80.8K
$4.09M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.15% |
$362 - $389
|
6.03K
$305K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.07% |
$402 - $433
|
15.4K
$778K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 18.1% |
$763 - $822
|
86
$4.35K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-19- 0.06% |
$763 - $822
|
31.6K
$1.6M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19- 0.35% |
$763 - $822
|
5.36K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 0.15% |
$1.65K - $1.77K
|
27K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.59% |
$1.81K - $1.95K
|
7.56K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-48- 0.34% |
$1.93K - $2.08K
|
13.9K
$703K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-55- 0.94% |
$2.21K - $2.38K
|
5.78K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-63- 0.71% |
$2.53K - $2.73K
|
8.8K
$446K
|
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-64- 0.1% |
$2.57K - $2.77K
|
61.9K
$3.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.32% |
$2.77K - $2.99K
|
21.3K
$1.08M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-70- 0.81% |
$2.81K - $3.03K
|
8.54K
$432K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-75- 0.61% |
$3.01K - $3.25K
|
12.2K
$617K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-92- 0.51% |
$3.7K - $3.98K
|
17.9K
$907K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-92- 0.73% |
$3.7K - $3.98K
|
12.6K
$637K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-106- 0.28% |
$4.26K - $4.59K
|
37.3K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-114- 2.15% |
$4.58K - $4.93K
|
5.19K
$263K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-116- 2.01% |
$4.66K - $5.02K
|
5.66K
$287K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-116- 0.8% |
$4.66K - $5.02K
|
14.4K
$730K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-121- 2.11% |
$4.86K - $5.24K
|
5.61K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-121- 0.56% |
$4.86K - $5.24K
|
21.4K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.06% |
$4.9K - $5.28K
|
5.79K
$293K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-126- 1.6% |
$5.06K - $5.45K
|
7.75K
$393K
|