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 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.03K+ 0.29% |
$83.4K - $90.5K
|
705K
$36.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2K+ 1.29% |
$82.3K - $89.4K
|
157K
$8.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.96K+ 28.47% |
$80.8K - $87.7K
|
8.86K
$460K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.91K+ 62.99% |
$78.6K - $85.4K
|
4.95K
$257K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 0.33% |
$73.6K - $80K
|
547K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.75K+ 10.56% |
$71.8K - $78K
|
18.3K
$949K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.74K+ 5.37% |
$71.4K - $77.6K
|
34.1K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.73K+ 15.72% |
$71.1K - $77.3K
|
12.7K
$661K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.71K+ 15.7% |
$70.4K - $76.5K
|
12.6K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.65K+ 29.52% |
$67.9K - $73.8K
|
7.24K
$376K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.59K+ 9.53% |
$65.3K - $70.9K
|
18.2K
$946K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.57K+ 1.18% |
$64.4K - $69.9K
|
134K
$6.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.56K+ 63.97% |
$64.1K - $69.6K
|
3.99K
$207K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.52K+ 12.81% |
$62.5K - $67.9K
|
13.4K
$695K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.52K+ 6.89% |
$62.5K - $67.9K
|
23.6K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5K+ 150000.0% |
$61.7K - $67K
|
1.5K
$77.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.47K+ 8.69% |
$60.5K - $65.7K
|
18.4K
$954K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.47K+ 0.77% |
$60.5K - $65.7K
|
193K
$10M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.37K+ 6.99% |
$56.3K - $61.1K
|
20.9K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.34K+ 0.24% |
$55.1K - $59.9K
|
557K
$28.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.22K+ 1.64% |
$50.2K - $54.6K
|
75.8K
$3.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.22K+ 21.52% |
$50.1K - $54.4K
|
6.88K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.06K+ 4.97% |
$43.5K - $47.2K
|
22.3K
$1.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.04K+ 89.61% |
$42.6K - $46.3K
|
2.19K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.03K+ 2.92% |
$42.4K - $46.1K
|
36.4K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$41.2K - $44.7K
|
1K
$51.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
954+ 2.99% |
$39.3K - $42.6K
|
32.8K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
913New |
$37.6K - $40.8K
|
913
$47.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
851+ 3.74% |
$35K - $38K
|
23.6K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
849+ 7.2% |
$34.9K - $37.9K
|
12.6K
$656K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
811+ 0.72% |
$33.4K - $36.2K
|
113K
$5.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
806+ 2.99% |
$33.2K - $36K
|
27.8K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
779+ 5.67% |
$32.1K - $34.8K
|
14.5K
$754K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
745+ 1.3% |
$30.7K - $33.3K
|
58.1K
$3.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
736+ 377.44% |
$30.3K - $32.9K
|
931
$48.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
736+ 3.82% |
$30.3K - $32.9K
|
20K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
733+ 17.28% |
$30.2K - $32.8K
|
4.98K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
637+ 3.42% |
$26.2K - $28.5K
|
19.2K
$999K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
607+ 3.58% |
$25K - $27.1K
|
17.6K
$912K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
575+ 4.84% |
$23.7K - $25.7K
|
12.4K
$646K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
566+ 1.52% |
$23.3K - $25.3K
|
37.9K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
560+ 4.86% |
$23K - $25K
|
12.1K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
539+ 4.93% |
$22.2K - $24.1K
|
11.5K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
535+ 0.31% |
$22K - $23.9K
|
174K
$9.04M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
533+ 165.53% |
$21.9K - $23.8K
|
855
$44.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
523+ 1.69% |
$21.5K - $23.4K
|
31.5K
$1.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
484+ 7.84% |
$19.9K - $21.6K
|
6.65K
$345K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
418+ 5.51% |
$17.2K - $18.7K
|
8.01K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
371+ 42.45% |
$15.3K - $16.6K
|
1.25K
$64.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
360New |
$14.8K - $16.1K
|
360
$18.7K
|