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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-55K- 90.75% |
$2.26M - $2.46M
|
5.61K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-55.1K- 3.28% |
$2.27M - $2.46M
|
1.62M
$84.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-56.2K- 32.09% |
$2.31M - $2.51M
|
119K
$6.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.4K- 21.56% |
$2.53M - $2.75M
|
223K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-63.8K- 70.06% |
$2.62M - $2.85M
|
27.3K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-65.6K- 57.14% |
$2.7M - $2.93M
|
49.2K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.5K- 68.57% |
$2.82M - $3.06M
|
31.4K
$1.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-73K- 41.43% |
$3.01M - $3.26M
|
103K
$5.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-76K- 77.38% |
$3.13M - $3.4M
|
22.2K
$1.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-85.7K- 26.7% |
$3.53M - $3.83M
|
235K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-90.2K- 41.33% |
$3.71M - $4.03M
|
128K
$6.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
SELL
|
- |
-96.6K- 27.38% |
$3.97M - $4.32M
|
256K
$13.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-107K- 19.72% |
$4.39M - $4.77M
|
435K
$22.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-108K- 2.97% |
$4.46M - $4.85M
|
3.54M
$184M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-120K- 5.94% |
$4.96M - $5.38M
|
1.91M
$99.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-122K- 1.97% |
$5.03M - $5.47M
|
6.08M
$315M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-144K- 35.19% |
$5.93M - $6.44M
|
265K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-147K- 3.01% |
$6.06M - $6.58M
|
4.75M
$246M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-179K- 12.95% |
$7.38M - $8.02M
|
1.21M
$62.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-191K- 22.7% |
$7.86M - $8.54M
|
651K
$33.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-212K- 7.59% |
$8.72M - $9.47M
|
2.58M
$134M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-213K- 5.34% |
$8.75M - $9.5M
|
3.77M
$196M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-215K- 15.11% |
$8.83M - $9.59M
|
1.21M
$62.6M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-402K- 24.55% |
$16.6M - $18M
|
1.24M
$64.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-599K- 12.12% |
$24.6M - $26.7M
|
4.34M
$225M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-652K- 41.9% |
$26.8M - $29.1M
|
904K
$46.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-913K- 47.27% |
$37.6M - $40.8M
|
1.02M
$52.9M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.1M- 74.15% |
$45.2M - $49.1M
|
383K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.11MClosed |
$45.8M - $49.7M
|
0
$0
|