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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.5K+ 9.8% |
$802K - $871K
|
218K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
19.3K+ 0.92% |
$794K - $862K
|
2.11M
$109M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
19K+ 6.07% |
$780K - $847K
|
331K
$17.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
18.8K+ 14.36% |
$772K - $838K
|
149K
$7.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.7K+ 140.95% |
$770K - $836K
|
32K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18.7KNew |
$769K - $835K
|
18.7K
$969K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
18.1K+ 4.91% |
$743K - $807K
|
386K
$20M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.9K+ 4.59% |
$738K - $801K
|
409K
$21.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.8K+ 225.02% |
$731K - $794K
|
25.6K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.2K+ 27.53% |
$709K - $770K
|
79.8K
$4.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
17.1K+ 4.3% |
$703K - $763K
|
415K
$21.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16.5K+ 3.88% |
$677K - $736K
|
440K
$22.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
16.4K+ 2.79% |
$676K - $734K
|
606K
$31.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.2K+ 30.83% |
$665K - $722K
|
68.5K
$3.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
15.6K+ 2.99% |
$644K - $699K
|
538K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 143.0% |
$633K - $688K
|
26.1K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.6KNew |
$602K - $653K
|
14.6K
$759K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14.5KNew |
$598K - $649K
|
14.5K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14.4K+ 29.52% |
$593K - $644K
|
63.2K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2K+ 685.71% |
$584K - $635K
|
16.3K
$844K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.9K+ 168.93% |
$573K - $622K
|
22.2K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
13.7K+ 6.95% |
$562K - $610K
|
210K
$10.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
13.6K+ 38.64% |
$560K - $608K
|
48.8K
$2.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
13.5K+ 12.22% |
$555K - $602K
|
124K
$6.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
13.2K+ 12.98% |
$542K - $588K
|
115K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.1K+ 1593.67% |
$538K - $585K
|
13.9K
$722K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
12.9K+ 6.54% |
$529K - $575K
|
209K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
12.7KNew |
$522K - $567K
|
12.7K
$658K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
12.5K+ 21.12% |
$514K - $558K
|
71.6K
$3.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.5K+ 8.87% |
$513K - $558K
|
153K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.4K+ 6.71% |
$511K - $555K
|
197K
$10.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
12.3K+ 10.22% |
$507K - $551K
|
133K
$6.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
12.2K+ 3.21% |
$504K - $547K
|
394K
$20.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 3.93% |
$502K - $545K
|
323K
$16.7M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
11.8K+ 0.57% |
$487K - $529K
|
2.07M
$107M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 35.76% |
$484K - $525K
|
44.6K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.6K+ 115690.0% |
$476K - $517K
|
11.6K
$601K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.3K+ 38.93% |
$463K - $503K
|
40.2K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1KNew |
$457K - $496K
|
11.1K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
10.8K+ 4.59% |
$443K - $481K
|
245K
$12.7M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 5185.92% |
$440K - $477K
|
10.9K
$565K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10.5K+ 3.94% |
$432K - $469K
|
277K
$14.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10.4K+ 5.91% |
$429K - $466K
|
187K
$9.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
10.4K+ 7.0% |
$429K - $466K
|
159K
$8.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
10.3K+ 18.24% |
$424K - $460K
|
66.7K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.3K+ 127.5% |
$422K - $459K
|
18.3K
$950K
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2KNew |
$421K - $457K
|
10.2K
$531K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$417K - $453K
|
10.1K
$526K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10K+ 3.23% |
$413K - $449K
|
321K
$16.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10KNew |
$412K - $448K
|
10K
$520K
|