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 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.75K+ 3.32% |
$196K - $212K
|
148K
$7.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.55K+ 2.64% |
$187K - $203K
|
177K
$9.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.51K+ 10.29% |
$186K - $202K
|
48.3K
$2.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
4.43K+ 63.64% |
$182K - $198K
|
11.4K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 6.52% |
$177K - $193K
|
70.3K
$3.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.16K+ 0.68% |
$171K - $186K
|
613K
$31.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.05K+ 7.11% |
$167K - $181K
|
61.1K
$3.17M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.03K+ 3.45% |
$166K - $180K
|
121K
$6.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.89K+ 3.94% |
$160K - $174K
|
103K
$5.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.85K+ 15.41% |
$158K - $172K
|
28.8K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.82K+ 4.32% |
$157K - $171K
|
92.4K
$4.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
3.82K+ 3.0% |
$157K - $171K
|
131K
$6.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.8K+ 43.6% |
$156K - $170K
|
12.5K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.76K+ 5.98% |
$155K - $168K
|
66.5K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 44.03% |
$149K - $161K
|
11.8K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.55K+ 35.0% |
$146K - $159K
|
13.7K
$711K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.53K+ 36.67% |
$145K - $158K
|
13.1K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.52K+ 64.59% |
$145K - $157K
|
8.96K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.37K+ 1.25% |
$139K - $150K
|
272K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.32K+ 8.63% |
$137K - $149K
|
41.8K
$2.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
3.22K+ 1.77% |
$133K - $144K
|
185K
$9.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.22K+ 44.76% |
$132K - $144K
|
10.4K
$540K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.19K+ 13.93% |
$131K - $143K
|
26.1K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.16KNew |
$130K - $141K
|
3.16K
$164K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.14K+ 7.72% |
$129K - $141K
|
43.9K
$2.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
3.12K+ 1.31% |
$128K - $139K
|
242K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.03K+ 8.84% |
$125K - $135K
|
37.3K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
3K+ 17.92% |
$123K - $134K
|
19.7K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.97K+ 5.73% |
$122K - $133K
|
54.8K
$2.85M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.88K+ 1.2% |
$119K - $129K
|
243K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2.83K+ 11.7% |
$117K - $127K
|
27K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.72K+ 7.38% |
$112K - $121K
|
39.6K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.71K+ 13.5% |
$111K - $121K
|
22.7K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.69K+ 12.81% |
$110K - $120K
|
23.6K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.59K+ 0.91% |
$106K - $116K
|
288K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 0.77% |
$106K - $115K
|
339K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.57K+ 1.66% |
$106K - $115K
|
158K
$8.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.5K+ 3.01% |
$103K - $112K
|
85.5K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.48K+ 6.12% |
$102K - $111K
|
43K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.43K+ 18.88% |
$99.8K - $108K
|
15.3K
$793K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.39K+ 4.63% |
$98.3K - $107K
|
54K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.35K+ 0.96% |
$96.9K - $105K
|
248K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.3K+ 31.65% |
$94.7K - $103K
|
9.57K
$497K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.28K+ 10.17% |
$93.9K - $102K
|
24.7K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 3.64% |
$93.7K - $102K
|
64.7K
$3.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.23K+ 17.7% |
$91.6K - $99.4K
|
14.8K
$768K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.22K+ 2.33% |
$91.4K - $99.3K
|
97.6K
$5.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.18K+ 34.64% |
$89.8K - $97.6K
|
8.49K
$440K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.13K+ 0.76% |
$87.8K - $95.3K
|
282K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2.11K+ 24.49% |
$86.7K - $94.2K
|
10.7K
$556K
|