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 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-8.27K- 8.41% |
$340K - $370K
|
90K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.29K- 1.18% |
$341K - $370K
|
692K
$35.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-8.33K- 1.43% |
$343K - $372K
|
575K
$29.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.11K- 2.14% |
$375K - $407K
|
417K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.8K- 1.06% |
$403K - $438K
|
918K
$47.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.3K- 1.31% |
$425K - $461K
|
779K
$40.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-10.4K- 10.77% |
$428K - $465K
|
86.1K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4K- 1.09% |
$428K - $465K
|
943K
$48.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-10.5K- 2.18% |
$430K - $467K
|
468K
$24.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.1K- 9.08% |
$458K - $498K
|
112K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-11.3K- 2.55% |
$465K - $505K
|
432K
$22.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-11.7K- 2.25% |
$483K - $525K
|
510K
$26.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12K- 10.83% |
$492K - $535K
|
98.5K
$5.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.1K- 1.91% |
$498K - $541K
|
622K
$32.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 1.99% |
$504K - $548K
|
605K
$31.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.4K- 14.2% |
$509K - $553K
|
74.7K
$3.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.6K- 13.63% |
$517K - $561K
|
79.6K
$4.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-13.2K- 41.73% |
$542K - $588K
|
18.4K
$954K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-13.6K- 15.97% |
$558K - $606K
|
71.3K
$3.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-13.8K- 46.18% |
$568K - $617K
|
16.1K
$835K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 5.03% |
$577K - $627K
|
265K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-14.8K- 37.42% |
$607K - $659K
|
24.7K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 3.42% |
$623K - $676K
|
427K
$22.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15.3K- 20.1% |
$630K - $684K
|
60.9K
$3.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 11.67% |
$634K - $689K
|
117K
$6.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-15.8K- 7.38% |
$651K - $707K
|
199K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16.2K- 11.97% |
$667K - $724K
|
119K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 3.57% |
$674K - $732K
|
442K
$22.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-16.4K- 1.44% |
$675K - $733K
|
1.12M
$58.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-16.7K- 2.08% |
$686K - $745K
|
784K
$40.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.6K- 34.23% |
$764K - $830K
|
35.7K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.8K- 1.06% |
$773K - $840K
|
1.75M
$90.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.4K- 13.64% |
$796K - $865K
|
123K
$6.36M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-19.6K- 4.39% |
$807K - $877K
|
427K
$22.2M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-19.7K- 77.89% |
$809K - $879K
|
5.58K
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-20.1K- 1.91% |
$828K - $900K
|
1.03M
$53.7M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-20.5K- 51.27% |
$843K - $915K
|
19.5K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-20.5K- 40.55% |
$843K - $916K
|
30K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.3K- 8.68% |
$916K - $995K
|
234K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.7K- 56.09% |
$932K - $1.01M
|
17.7K
$920K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-23.4K- 12.82% |
$964K - $1.05M
|
159K
$8.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.4K- 72.99% |
$1.01M - $1.09M
|
9.04K
$469K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-28K- 8.08% |
$1.15M - $1.25M
|
318K
$16.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-29K- 13.92% |
$1.19M - $1.29M
|
179K
$9.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-32.4K- 10.01% |
$1.33M - $1.45M
|
291K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-39K- 9.24% |
$1.61M - $1.74M
|
383K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-40.4K- 1.76% |
$1.66M - $1.81M
|
2.26M
$117M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-51.9K- 67.39% |
$2.14M - $2.32M
|
25.1K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-54K- 3.15% |
$2.22M - $2.41M
|
1.66M
$86.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-54.3K- 52.17% |
$2.23M - $2.43M
|
49.8K
$2.58M
|