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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-111- 1.33% |
$4.57K - $4.96K
|
8.26K
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-117- 14.83% |
$4.81K - $5.23K
|
672
$34.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-143- 0.12% |
$5.88K - $6.39K
|
119K
$6.15M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-153- 1.42% |
$6.3K - $6.84K
|
10.6K
$551K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-156- 1.22% |
$6.42K - $6.97K
|
12.6K
$653K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-160- 0.41% |
$6.58K - $7.15K
|
38.6K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-173- 0.14% |
$7.12K - $7.73K
|
122K
$6.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-178- 2.36% |
$7.32K - $7.95K
|
7.36K
$382K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-179- 14.34% |
$7.37K - $8K
|
1.07K
$55.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-180- 1.66% |
$7.41K - $8.04K
|
10.7K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-181- 3.17% |
$7.45K - $8.09K
|
5.54K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-188- 1.01% |
$7.74K - $8.4K
|
18.5K
$961K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-198- 0.72% |
$8.15K - $8.85K
|
27.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-218- 0.98% |
$8.97K - $9.74K
|
22K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-225- 0.68% |
$9.26K - $10.1K
|
32.7K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-231- 10.75% |
$9.51K - $10.3K
|
1.92K
$99.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-237- 1.09% |
$9.75K - $10.6K
|
21.6K
$1.12M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-239- 3.8% |
$9.83K - $10.7K
|
6.05K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-260- 2.9% |
$10.7K - $11.6K
|
8.69K
$451K
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-263- 1.42% |
$10.8K - $11.8K
|
18.3K
$950K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-272- 2.29% |
$11.2K - $12.2K
|
11.6K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-293- 4.59% |
$12.1K - $13.1K
|
6.09K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-324- 3.85% |
$13.3K - $14.5K
|
8.08K
$419K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-332- 2.39% |
$13.7K - $14.8K
|
13.6K
$703K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-337- 1.83% |
$13.9K - $15.1K
|
18.1K
$940K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-338- 1.45% |
$13.9K - $15.1K
|
22.9K
$1.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-345- 3.49% |
$14.2K - $15.4K
|
9.55K
$495K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-350- 4.53% |
$14.4K - $15.6K
|
7.38K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-357- 0.91% |
$14.7K - $16K
|
38.7K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-360- 2.54% |
$14.8K - $16.1K
|
13.8K
$718K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-371- 1.66% |
$15.3K - $16.6K
|
22K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-373- 0.95% |
$15.3K - $16.7K
|
39K
$2.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-390- 0.87% |
$16K - $17.4K
|
44.5K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-392- 1.68% |
$16.1K - $17.5K
|
23K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-402- 4.71% |
$16.5K - $18K
|
8.14K
$422K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-423- 2.94% |
$17.4K - $18.9K
|
14K
$726K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-442- 1.66% |
$18.2K - $19.8K
|
26.1K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-451- 1.21% |
$18.6K - $20.2K
|
36.9K
$1.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-452- 3.03% |
$18.6K - $20.2K
|
14.5K
$750K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-458- 4.89% |
$18.8K - $20.5K
|
8.91K
$462K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-487- 68.4% |
$20K - $21.8K
|
225
$11.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-492- 1.57% |
$20.2K - $22K
|
30.8K
$1.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 5.82% |
$20.6K - $22.3K
|
8.09K
$420K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-505- 42.98% |
$20.8K - $22.6K
|
670
$34.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-505- 3.79% |
$20.8K - $22.6K
|
12.8K
$665K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-506- 1.74% |
$20.8K - $22.6K
|
28.5K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-506- 28.56% |
$20.8K - $22.6K
|
1.27K
$65.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-531- 28.24% |
$21.9K - $23.7K
|
1.35K
$70K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-540- 4.49% |
$22.2K - $24.1K
|
11.5K
$595K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-571- 2.52% |
$23.5K - $25.5K
|
22.1K
$1.15M
|