Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-506- 28.56% |
$20.8K - $22.6K
|
1.27K
$64.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-531- 28.24% |
$21.9K - $23.7K
|
1.35K
$68.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-540- 4.49% |
$22.2K - $24.1K
|
11.5K
$581K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-571- 2.52% |
$23.5K - $25.5K
|
22.1K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-578- 2.98% |
$23.8K - $25.8K
|
18.8K
$953K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-584- 1.78% |
$24K - $26.1K
|
32.2K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-598- 1.74% |
$24.6K - $26.7K
|
33.8K
$1.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-656- 8.09% |
$27K - $29.3K
|
7.46K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-672- 0.87% |
$27.7K - $30K
|
76.9K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-675- 7.66% |
$27.8K - $30.2K
|
8.14K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-737- 7.26% |
$30.3K - $32.9K
|
9.41K
$477K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-740- 1.36% |
$30.5K - $33.1K
|
53.8K
$2.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-749- 1.49% |
$30.8K - $33.5K
|
49.4K
$2.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-791- 9.9% |
$32.5K - $35.3K
|
7.2K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-841- 1.3% |
$34.6K - $37.6K
|
64K
$3.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-841- 8.83% |
$34.6K - $37.6K
|
8.68K
$440K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-861- 9.54% |
$35.4K - $38.5K
|
8.16K
$413K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-892- 11.26% |
$36.7K - $39.9K
|
7.03K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-975- 4.19% |
$40.1K - $43.6K
|
22.3K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.04K- 79.28% |
$42.7K - $46.3K
|
271
$13.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.15K- 21.97% |
$47.2K - $51.3K
|
4.07K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.16K- 2.76% |
$47.7K - $51.8K
|
40.9K
$2.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.17K- 16.08% |
$47.9K - $52.1K
|
6.08K
$308K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.23K- 12.46% |
$50.8K - $55.1K
|
8.67K
$439K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 8.27% |
$52.3K - $56.8K
|
14.1K
$713K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.29K- 1.47% |
$53K - $57.6K
|
86.2K
$4.37M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-1.32K- 2.5% |
$54.2K - $58.8K
|
51.3K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.35K- 1.54% |
$55.7K - $60.5K
|
86.7K
$4.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.37K- 17.66% |
$56.3K - $61.1K
|
6.38K
$323K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.41K- 10.35% |
$58K - $63K
|
12.2K
$618K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 0.34% |
$62K - $67.3K
|
448K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.52K- 1.1% |
$62.5K - $67.8K
|
136K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.56K- 0.91% |
$64.3K - $69.8K
|
170K
$8.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.6K- 11.58% |
$65.7K - $71.3K
|
12.2K
$617K
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.63K- 2.82% |
$67.2K - $73K
|
56.4K
$2.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.66K- 24.39% |
$68.1K - $74K
|
5.13K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.67K- 5.02% |
$68.8K - $74.7K
|
31.6K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.72K- 4.84% |
$70.7K - $76.7K
|
33.7K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.74K- 5.36% |
$71.4K - $77.5K
|
30.6K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.81K- 9.79% |
$74.6K - $81K
|
16.7K
$846K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.85K- 0.86% |
$76.1K - $82.6K
|
213K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.94K- 0.43% |
$79.7K - $86.5K
|
447K
$22.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.94K- 15.91% |
$79.8K - $86.7K
|
10.3K
$519K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 19.87% |
$81.1K - $88K
|
7.94K
$402K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.99K- 0.65% |
$81.7K - $88.7K
|
305K
$15.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.99K- 22.59% |
$81.8K - $88.9K
|
6.81K
$345K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.05K- 0.18% |
$84.3K - $91.6K
|
1.16M
$58.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.12K- 1.76% |
$87.3K - $94.8K
|
118K
$5.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.18K- 21.25% |
$89.7K - $97.4K
|
8.08K
$409K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-2.18K- 0.65% |
$89.8K - $97.5K
|
334K
$16.9M
|