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
|
American Trust
Lexington, KY |
BUY
|
- |
13+ 0.03% |
$522 - $563
|
37.6K
$2.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
12+ 0.1% |
$482 - $519
|
12K
$658K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 0.45% |
$442 - $476
|
2.43K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$402 - $433
|
10
$547
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
8+ 0.16% |
$321 - $346
|
5K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.0% |
$281 - $303
|
197K
$10.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.48% |
$241 - $260
|
1.26K
$69K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.51% |
$201 - $216
|
987
$54K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.51% |
$161 - $173
|
783
$42.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$121 - $130
|
7.24K
$396K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.53% |
$121 - $130
|
571
$31.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$80.3 - $86.5
|
2
$109
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.38% |
$80.3 - $86.5
|
532
$29.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$80.3 - $86.5
|
8.61K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.69% |
$40.2 - $43.3
|
60
$3.28K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.54% |
$40.2 - $43.3
|
185
$10.1K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.82% |
$40.2 - $43.3
|
56
$3.06K
|
|
|
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
$629K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.01% |
$161 - $173
|
38.5K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6- 0.01% |
$241 - $260
|
80.8K
$4.42M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.15% |
$362 - $389
|
6.03K
$330K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.07% |
$402 - $433
|
15.4K
$840K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-19- 0.06% |
$763 - $822
|
31.6K
$1.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 18.1% |
$763 - $822
|
86
$4.7K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19- 0.35% |
$763 - $822
|
5.36K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 0.15% |
$1.65K - $1.77K
|
27K
$1.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.59% |
$1.81K - $1.95K
|
7.56K
$413K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-48- 0.34% |
$1.93K - $2.08K
|
13.9K
$759K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-55- 0.94% |
$2.21K - $2.38K
|
5.78K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-63- 0.71% |
$2.53K - $2.73K
|
8.8K
$481K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.32% |
$2.77K - $2.99K
|
21.3K
$1.16M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-70- 0.81% |
$2.81K - $3.03K
|
8.54K
$467K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-75- 0.61% |
$3.01K - $3.25K
|
12.2K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-92- 0.51% |
$3.7K - $3.98K
|
17.9K
$980K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-92- 0.73% |
$3.7K - $3.98K
|
12.6K
$687K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-106- 0.28% |
$4.26K - $4.59K
|
37.3K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-114- 2.15% |
$4.58K - $4.93K
|
5.19K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-116- 0.8% |
$4.66K - $5.02K
|
14.4K
$788K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-116- 2.01% |
$4.66K - $5.02K
|
5.66K
$309K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-121- 0.56% |
$4.86K - $5.24K
|
21.4K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-121- 2.11% |
$4.86K - $5.24K
|
5.61K
$307K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.06% |
$4.9K - $5.28K
|
5.79K
$316K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-126- 1.6% |
$5.06K - $5.45K
|
7.75K
$424K
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-149- 0.3% |
$5.99K - $6.45K
|
49.8K
$2.72M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-154- 1.77% |
$6.19K - $6.66K
|
8.55K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-154- 1.77% |
$6.19K - $6.66K
|
8.55K
$467K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-188- 2.55% |
$7.55K - $8.13K
|
7.19K
$393K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-203- 0.92% |
$8.15K - $8.78K
|
21.8K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-227- 1.16% |
$9.12K - $9.82K
|
19.3K
$1.05M
|