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
|
Csenge Advisory Group
|
BUY
|
- |
31+ 0.38% |
$1.28K - $1.39K
|
8.2K
$425K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
27+ 0.24% |
$1.11K - $1.21K
|
11.1K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
25+ 0.47% |
$1.03K - $1.12K
|
5.38K
$279K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
25+ 0.47% |
$1.03K - $1.12K
|
5.38K
$279K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
23+ 0.47% |
$946 - $1.03K
|
4.93K
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
19+ 0.16% |
$782 - $849
|
11.7K
$606K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
12+ 0.1% |
$494 - $536
|
12.1K
$625K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.33% |
$412 - $447
|
3.03K
$157K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.16% |
$329 - $358
|
5.02K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 10.39% |
$329 - $358
|
85
$4.41K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.48% |
$247 - $268
|
1.27K
$65.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.51% |
$206 - $223
|
992
$51.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.01% |
$165 - $179
|
35K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.03% |
$165 - $179
|
12.7K
$659K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$123 - $134
|
3
$156
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3+ 0.17% |
$123 - $134
|
1.77K
$91.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2+ 0.01% |
$82.3 - $89.4
|
29.7K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.0% |
$82.3 - $89.4
|
125K
$6.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2+ 0.02% |
$82.3 - $89.4
|
13.3K
$690K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$82.3 - $89.4
|
12.4K
$645K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 1.82% |
$41.2 - $44.7
|
56
$2.91K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1+ 0.01% |
$41.2 - $44.7
|
9.47K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.12% |
$41.2 - $44.7
|
841
$43.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-12- 0.15% |
$494 - $536
|
7.94K
$412K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 16.46% |
$535 - $581
|
66
$3.42K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 1.28% |
$535 - $581
|
1K
$52K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16- 0.15% |
$658 - $715
|
10.5K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22- 0.38% |
$905 - $983
|
5.76K
$299K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23- 12.43% |
$946 - $1.03K
|
162
$8.41K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-28- 13.33% |
$1.15K - $1.25K
|
182
$9.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 26.17% |
$1.6K - $1.74K
|
110
$5.71K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-42- 10.02% |
$1.73K - $1.88K
|
377
$19.6K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-46- 0.02% |
$1.89K - $2.06K
|
262K
$13.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-47- 0.04% |
$1.93K - $2.1K
|
130K
$6.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-51- 0.81% |
$2.1K - $2.28K
|
6.22K
$323K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-52- 3.79% |
$2.14K - $2.32K
|
1.32K
$68.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-55- 1.96% |
$2.26K - $2.46K
|
2.76K
$143K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-58- 1.18% |
$2.39K - $2.59K
|
4.87K
$253K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-58- 0.35% |
$2.39K - $2.59K
|
16.4K
$849K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-68- 0.41% |
$2.8K - $3.04K
|
16.7K
$866K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-70- 3.65% |
$2.88K - $3.13K
|
1.85K
$96K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-70- 1.07% |
$2.88K - $3.13K
|
6.5K
$337K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-71- 1.37% |
$2.92K - $3.17K
|
5.12K
$266K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-80- 1.4% |
$3.29K - $3.58K
|
5.62K
$292K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-90- 22.22% |
$3.7K - $4.02K
|
315
$16.3K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-95- 0.44% |
$3.91K - $4.25K
|
21.4K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-98- 0.31% |
$4.03K - $4.38K
|
31.3K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-100- 0.78% |
$4.12K - $4.47K
|
12.7K
$656K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-106- 0.49% |
$4.36K - $4.74K
|
21.3K
$1.11M
|