Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.13K- 5.25% |
$243K - $286K
|
110K
$5.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-6.6K- 0.76% |
$262K - $308K
|
861K
$44.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-6.75K- 23.94% |
$268K - $316K
|
21.5K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.96K- 0.58% |
$276K - $325K
|
1.2M
$62.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.13K- 13.12% |
$282K - $333K
|
47.2K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.36K- 11.19% |
$331K - $391K
|
66.4K
$3.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.41K- 45.03% |
$333K - $393K
|
10.3K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.48K- 30.33% |
$336K - $396K
|
19.5K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.5K- 92.8% |
$337K - $397K
|
659
$34.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-9.08K- 78.39% |
$360K - $424K
|
2.5K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.25K- 78.25% |
$366K - $432K
|
2.57K
$133K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.26K- 1.53% |
$367K - $433K
|
596K
$30.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-10.4K- 2.62% |
$414K - $488K
|
388K
$20.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10.7K- 98.11% |
$423K - $499K
|
206
$10.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-11K- 2.15% |
$435K - $513K
|
499K
$25.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11K- 29.83% |
$436K - $514K
|
25.9K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-11.3K- 3.44% |
$448K - $528K
|
317K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 99.14% |
$455K - $536K
|
100
$5.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-12.1K- 1.08% |
$480K - $566K
|
1.11M
$57.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-12.3K- 16.7% |
$489K - $576K
|
61.5K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.5K- 12.1% |
$497K - $586K
|
91.1K
$4.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.5K- 90.22% |
$497K - $586K
|
1.36K
$70.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 3.09% |
$511K - $603K
|
404K
$21M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-13.2K- 6.93% |
$521K - $615K
|
177K
$9.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-13.5K- 4.25% |
$536K - $632K
|
305K
$15.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.8K- 3.28% |
$548K - $647K
|
408K
$21.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-13.9K- 2.63% |
$552K - $651K
|
517K
$26.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14K- 1.18% |
$557K - $656K
|
1.17M
$60.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.2K- 20.24% |
$564K - $665K
|
56.1K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-14.4K- 3.72% |
$570K - $672K
|
372K
$19.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-14.7K- 14.65% |
$582K - $686K
|
85.5K
$4.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-15.1K- 7.22% |
$597K - $704K
|
194K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-15.5K- 23.37% |
$613K - $723K
|
50.8K
$2.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 68.36% |
$670K - $790K
|
7.83K
$406K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-17.7K- 77.36% |
$702K - $828K
|
5.19K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.5K- 2.63% |
$735K - $867K
|
686K
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.6K- 11.71% |
$738K - $870K
|
140K
$7.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19.2K- 4.5% |
$762K - $898K
|
408K
$21.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-19.2K- 6.23% |
$763K - $899K
|
290K
$15M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-21K- 50.0% |
$834K - $984K
|
21K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21.1K- 26.44% |
$837K - $987K
|
58.7K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-21.2K- 33.69% |
$841K - $992K
|
41.8K
$2.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-21.6K- 2.09% |
$857K - $1.01M
|
1.01M
$52.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-21.8K- 35.9% |
$866K - $1.02M
|
39K
$2.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23K- 30.39% |
$913K - $1.08M
|
52.8K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-23.5K- 69.59% |
$933K - $1.1M
|
10.3K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-23.7K- 3.17% |
$938K - $1.11M
|
723K
$37.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.3K- 0.33% |
$963K - $1.14M
|
7.36M
$382M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-24.9K- 4.34% |
$988K - $1.17M
|
550K
$28.5M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-25.8K- 30.72% |
$1.02M - $1.2M
|
58.1K
$3.02M
|