Purchases and Sales Made in Q3 2023 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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
Bank Of Montreal

Toronto, A6
BUY
 -
9.97K
+ 15.1%
$410K - $445K
76K $3.94M
Nov 01, 2023 Q3 2023
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
9.95K
+ 2.84%
$409K - $445K
360K $18.7M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.64K
New
$397K - $431K
9.64K $500K
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
9.56K
+ 1.9%
$393K - $427K
512K $26.6M
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
9.51K
New
$391K - $425K
9.51K $494K
Oct 27, 2023 Q3 2023
Sanchez Wealth Management Group

BUY
 -
9.5K
+ 1.9%
$391K - $425K
510K $26.5M
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
9.46K
+ 33.27%
$389K - $423K
37.9K $1.97M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
9.35K
+ 14.52%
$385K - $418K
73.8K $3.83M
Oct 16, 2023 Q3 2023
Reitz Capital Advisors LLC

BUY
 -
9.22K
New
$379K - $412K
9.22K $478K
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
9.02K
New
$371K - $403K
9.02K $468K
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
8.42K
New
$347K - $376K
8.42K $437K
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
8.39K
New
$345K - $375K
8.39K $435K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
8.35K
+ 1.6%
$344K - $373K
530K $27.5M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
8.27K
+ 142.3%
$340K - $370K
14.1K $731K
Nov 02, 2023 Q3 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
7.95K
+ 3.7%
$327K - $355K
223K $11.6M
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
7.94K
+ 6.52%
$327K - $355K
130K $6.74M
Oct 18, 2023 Q3 2023
Whitcomb & Hess, Inc.

BUY
 -
7.91K
+ 0.85%
$325K - $353K
937K $48.6M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.91K
+ 17.03%
$325K - $353K
54.3K $2.82M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
7.83K
+ 348.07%
$322K - $350K
10.1K $523K
Nov 06, 2023 Q3 2023
Phoenix Wealth Advisors

BUY
 -
7.81K
+ 26.62%
$321K - $349K
37.1K $1.93M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.78K
+ 10.09%
$320K - $347K
84.9K $4.4M
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
7.25K
New
$298K - $324K
7.25K $376K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
7.15K
+ 3.38%
$294K - $319K
218K $11.3M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
7.07K
New
$291K - $316K
7.07K $367K
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
6.71K
+ 16.34%
$276K - $300K
47.8K $2.48M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
6.58K
New
$271K - $294K
6.58K $341K
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

BUY
 -
6.41K
New
$264K - $286K
6.41K $333K
Oct 23, 2024 Q3 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
6.4K
+ 1.45%
$263K - $286K
449K $23.3M
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
6.17K
New
$254K - $276K
6.17K $320K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
6.09K
+ 2.4%
$251K - $272K
260K $13.5M
Oct 23, 2023 Q3 2023
Arbor Investment Advisors, LLC

BUY
 -
6.02K
New
$248K - $269K
6.02K $313K
Nov 07, 2023 Q3 2023
Wealth Advisors Of Iowa, LLC

BUY
 -
5.93K
+ 1.84%
$244K - $265K
328K $17M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
5.89K
+ 77.5%
$242K - $263K
13.5K $700K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
5.83K
+ 1.11%
$240K - $260K
531K $27.5M
Nov 14, 2023 Q3 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
5.82K
New
$240K - $260K
5.82K $302K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
5.63K
+ 340.91%
$231K - $251K
7.28K $377K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.56K
+ 1.03%
$229K - $248K
546K $28.3M
Oct 31, 2023 Q3 2023
Financial Council Asset Management Inc

BUY
 -
5.43K
+ 3.4%
$223K - $243K
165K $8.57M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
5.42K
New
$223K - $242K
5.42K $281K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
5.3K
+ 6.59%
$218K - $237K
85.7K $4.45M
Nov 08, 2023 Q3 2023
Stiles Financial Services Inc

BUY
 -
5.28K
New
$217K - $236K
5.28K $274K
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
5.21K
+ 6.45%
$214K - $233K
85.9K $4.46M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
5.2K
New
$214K - $232K
5.2K $270K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
5.16K
+ 1.62%
$212K - $231K
325K $16.8M
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
5.12K
New
$211K - $229K
5.12K $266K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.06K
New
$208K - $226K
5.06K $263K
Nov 06, 2023 Q3 2023
Wall Capital Group, Inc.

BUY
 -
4.99K
+ 99.6%
$205K - $223K
9.99K $518K
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
4.97K
+ 275.42%
$205K - $222K
6.78K $352K
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
4.85K
New
$200K - $217K
4.85K $252K

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