Purchases and Sales Made in Q3 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 Q3 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
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
2.86M
New
$118M - $128M
2.86M $148M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.8M
+ 2334.01%
$74.1M - $80.5M
1.88M $97.4M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.69M
+ 6.38%
$69.4M - $75.4M
28.1M $1.46B
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.49M
+ 2.06%
$61.1M - $66.4M
73.5M $3.81B
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.33M
+ 35.55%
$54.7M - $59.4M
5.07M $263M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
868K
+ 5.14%
$35.7M - $38.8M
17.7M $921M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
779K
+ 39.62%
$32.1M - $34.8M
2.75M $143M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
772K
+ 27.75%
$31.8M - $34.5M
3.55M $184M
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
712K
+ 87.94%
$29.3M - $31.8M
1.52M $79M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
702K
+ 67.07%
$28.9M - $31.4M
1.75M $90.7M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
679K
New
$27.9M - $30.4M
679K $35.2M
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
496K
New
$20.4M - $22.2M
496K $25.8M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
436K
New
$17.9M - $19.5M
436K $22.6M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
426K
+ 39.05%
$17.5M - $19M
1.52M $78.7M
Nov 09, 2023 Q3 2023
Arrow Financial Corp

BUY
 -
420K
+ 58.25%
$17.3M - $18.8M
1.14M $59.2M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
403K
+ 23.85%
$16.6M - $18M
2.09M $109M
Nov 09, 2023 Q3 2023
Prism Advisors, Inc.

BUY
 -
399K
New
$16.4M - $17.8M
399K $20.7M
Nov 13, 2023 Q3 2023
Destiny Capital Securities Corporation

Golden, CO
BUY
 -
290K
New
$11.9M - $13M
290K $15.1M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
270K
+ 9.1%
$11.1M - $12.1M
3.24M $168M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
248K
+ 25.15%
$10.2M - $11.1M
1.24M $64.1M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
235K
+ 129.86%
$9.68M - $10.5M
416K $21.6M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
221K
+ 2365.19%
$9.11M - $9.9M
231K $12M
Oct 10, 2023 Q3 2023
Systelligence, LLC

BUY
 -
221K
New
$9.08M - $9.86M
221K $11.5M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
218K
New
$8.96M - $9.73M
218K $11.3M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
199K
+ 11.78%
$8.18M - $8.89M
1.89M $97.9M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
198K
+ 449.44%
$8.13M - $8.83M
242K $12.5M
Oct 12, 2023 Q3 2023
Churchill Management Corp

BUY
 -
190K
New
$7.81M - $8.48M
190K $9.85M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
187K
+ 18.65%
$7.68M - $8.34M
1.19M $61.6M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
181K
+ 17.63%
$7.47M - $8.11M
1.21M $62.8M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
175K
+ 2.43%
$7.2M - $7.82M
7.38M $383M
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
170K
+ 14.96%
$7M - $7.6M
1.31M $67.8M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
165K
+ 1696.28%
$6.81M - $7.39M
175K $9.09M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
159K
+ 49.97%
$6.55M - $7.11M
478K $24.8M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
144K
+ 51.74%
$5.91M - $6.42M
422K $21.9M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
140K
+ 10.48%
$5.74M - $6.23M
1.47M $76.3M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
132K
+ 78.03%
$5.42M - $5.89M
301K $15.6M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
130K
+ 5.03%
$5.37M - $5.83M
2.72M $141M
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
126K
+ 11.0%
$5.2M - $5.65M
1.27M $66.1M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
121K
+ 4.74%
$4.97M - $5.4M
2.67M $139M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
118K
+ 5.62%
$4.86M - $5.28M
2.22M $115M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
109K
+ 96.96%
$4.49M - $4.88M
222K $11.5M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
103K
+ 21.69%
$4.25M - $4.61M
579K $30.1M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
102K
+ 3.09%
$4.2M - $4.56M
3.4M $176M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
101K
+ 1.38%
$4.15M - $4.51M
7.4M $384M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
101K
+ 47.96%
$4.15M - $4.51M
311K $16.1M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
101K
+ 9.16%
$4.14M - $4.5M
1.2M $62.3M
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
99.3K
New
$4.09M - $4.44M
99.3K $5.15M
Nov 14, 2023 Q3 2023
Private Wealth Group, LLC

BUY
 -
99.3K
+ 66.61%
$4.08M - $4.44M
248K $12.9M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
95.1K
+ 3.46%
$3.91M - $4.25M
2.84M $148M

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