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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.12K- 0.49% |
$163K - $192K
|
834K
$45.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.14K- 39.79% |
$164K - $193K
|
6.26K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-4.22K- 8.43% |
$167K - $197K
|
45.9K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.24K- 1.71% |
$168K - $198K
|
244K
$13.4M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-4.27K- 69.17% |
$169K - $199K
|
1.9K
$104K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.33K- 11.44% |
$172K - $203K
|
33.5K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.51K- 2.59% |
$179K - $211K
|
170K
$9.3M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.79K- 3.02% |
$190K - $224K
|
154K
$8.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.08K- 1.36% |
$201K - $237K
|
367K
$20.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-5.09K- 33.61% |
$202K - $238K
|
10.1K
$551K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.59K- 56.04% |
$222K - $261K
|
4.39K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-5.69K- 21.03% |
$226K - $266K
|
21.4K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.92K- 0.51% |
$234K - $276K
|
1.16M
$63.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.05K- 25.67% |
$240K - $283K
|
17.5K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.08K- 21.32% |
$241K - $284K
|
22.4K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.13K- 5.25% |
$243K - $286K
|
110K
$6.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-6.6K- 0.76% |
$262K - $308K
|
861K
$47.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-6.75K- 23.94% |
$268K - $316K
|
21.5K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.96K- 0.58% |
$276K - $325K
|
1.2M
$65.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.13K- 13.12% |
$282K - $333K
|
47.2K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.36K- 11.19% |
$331K - $391K
|
66.4K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.41K- 45.03% |
$333K - $393K
|
10.3K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.48K- 30.33% |
$336K - $396K
|
19.5K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.5K- 92.8% |
$337K - $397K
|
659
$36.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-9.08K- 78.39% |
$360K - $424K
|
2.5K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.25K- 78.25% |
$366K - $432K
|
2.57K
$141K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.26K- 1.53% |
$367K - $433K
|
596K
$32.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-10.4K- 2.62% |
$414K - $488K
|
388K
$21.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10.7K- 98.11% |
$423K - $499K
|
206
$11.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-11K- 2.15% |
$435K - $513K
|
499K
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11K- 29.83% |
$436K - $514K
|
25.9K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-11.3K- 3.44% |
$448K - $528K
|
317K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 99.14% |
$455K - $536K
|
100
$5.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-12.1K- 1.08% |
$480K - $566K
|
1.11M
$60.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-12.3K- 16.7% |
$489K - $576K
|
61.5K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.5K- 12.1% |
$497K - $586K
|
91.1K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.5K- 90.22% |
$497K - $586K
|
1.36K
$74.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 3.09% |
$511K - $603K
|
404K
$22.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-13.2K- 6.93% |
$521K - $615K
|
177K
$9.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-13.5K- 4.25% |
$536K - $632K
|
305K
$16.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.8K- 3.28% |
$548K - $647K
|
408K
$22.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-13.9K- 2.63% |
$552K - $651K
|
517K
$28.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14K- 1.18% |
$557K - $656K
|
1.17M
$64.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.2K- 20.24% |
$564K - $665K
|
56.1K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-14.4K- 3.72% |
$570K - $672K
|
372K
$20.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-14.7K- 14.65% |
$582K - $686K
|
85.5K
$4.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-15.1K- 7.22% |
$597K - $704K
|
194K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-15.5K- 23.37% |
$613K - $723K
|
50.8K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 68.36% |
$670K - $790K
|
7.83K
$429K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-17.7K- 77.36% |
$702K - $828K
|
5.19K
$284K
|