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 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
93.2KNew |
$3.83M - $4.16M
|
93.2K
$4.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
89.7K+ 1294.49% |
$3.69M - $4.01M
|
96.6K
$5.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
86K+ 606.17% |
$3.54M - $3.84M
|
100K
$5.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
84.8K+ 29.5% |
$3.49M - $3.79M
|
372K
$19.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
79.4K+ 6.96% |
$3.27M - $3.55M
|
1.22M
$63.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.5K+ 970.34% |
$3.23M - $3.51M
|
86.6K
$4.49M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
77.8K+ 9.62% |
$3.2M - $3.48M
|
886K
$46M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
77.7KNew |
$3.2M - $3.47M
|
77.7K
$4.03M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
76.8K+ 5.37% |
$3.16M - $3.43M
|
1.51M
$78.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
75.7K+ 2.2% |
$3.11M - $3.38M
|
3.52M
$183M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
75.4K+ 248.82% |
$3.1M - $3.37M
|
106K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74K+ 40.78% |
$3.05M - $3.31M
|
256K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
68.1KNew |
$2.8M - $3.04M
|
68.1K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
67.4K+ 11.85% |
$2.77M - $3.01M
|
636K
$33M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.7KNew |
$2.7M - $2.94M
|
65.7K
$3.41M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
65.2K+ 325.56% |
$2.68M - $2.91M
|
85.2K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63.2K+ 10.45% |
$2.6M - $2.82M
|
668K
$34.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
63KNew |
$2.59M - $2.82M
|
63K
$3.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
57.9K+ 120.24% |
$2.38M - $2.59M
|
106K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
57.5KNew |
$2.36M - $2.57M
|
57.5K
$2.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
49.8KNew |
$2.05M - $2.23M
|
49.8K
$2.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
47.2K+ 22.8% |
$1.94M - $2.11M
|
254K
$13.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
47K+ 19.59% |
$1.93M - $2.1M
|
287K
$14.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.6K+ 4.79% |
$1.83M - $1.99M
|
974K
$50.6M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.3K+ 79.76% |
$1.78M - $1.94M
|
97.6K
$5.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.3K+ 79.76% |
$1.78M - $1.94M
|
97.6K
$5.06M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
38.8KNew |
$1.6M - $1.73M
|
38.8K
$2.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
37.8K+ 4.98% |
$1.55M - $1.69M
|
796K
$41.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
36.6K+ 15.28% |
$1.51M - $1.64M
|
276K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
36.1K+ 25.47% |
$1.48M - $1.61M
|
178K
$9.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.8K+ 1.15% |
$1.39M - $1.51M
|
2.98M
$154M
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
33K+ 80.79% |
$1.36M - $1.47M
|
73.8K
$3.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
32.5K+ 11.71% |
$1.34M - $1.45M
|
310K
$16.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
31.3K+ 8.76% |
$1.29M - $1.4M
|
388K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.9K+ 36.9% |
$1.27M - $1.38M
|
115K
$5.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
30.6K+ 6.77% |
$1.26M - $1.37M
|
482K
$25M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
30.2K+ 16.67% |
$1.24M - $1.35M
|
212K
$11M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 13.84% |
$1.22M - $1.32M
|
243K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.4KNew |
$1.21M - $1.32M
|
29.4K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
29.3K+ 213.23% |
$1.21M - $1.31M
|
43.1K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
26.8K+ 3.86% |
$1.1M - $1.2M
|
722K
$37.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 53.93% |
$1.04M - $1.13M
|
72K
$3.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
24.2K+ 1.07% |
$998K - $1.08M
|
2.3M
$119M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.4K+ 52.01% |
$963K - $1.05M
|
68.4K
$3.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.4KNew |
$920K - $999K
|
22.4K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
21.6K+ 11.53% |
$888K - $964K
|
209K
$10.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
21.3KNew |
$875K - $951K
|
21.3K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.2K+ 4.62% |
$871K - $946K
|
479K
$24.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.7KNew |
$853K - $926K
|
20.7K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
20.1K+ 43.48% |
$826K - $897K
|
66.2K
$3.44M
|