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 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-28.4K- 32.96% |
$1.13M - $1.33M
|
57.8K
$3M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-30.9K- 6.07% |
$1.23M - $1.45M
|
479K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-31.1K- 27.44% |
$1.23M - $1.45M
|
82.3K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-33K- 31.94% |
$1.31M - $1.54M
|
70.3K
$3.65M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-33.6K- 12.81% |
$1.33M - $1.57M
|
229K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36.3K- 57.52% |
$1.44M - $1.7M
|
26.8K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36.6K- 5.47% |
$1.45M - $1.71M
|
632K
$32.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40.7K- 5.19% |
$1.61M - $1.9M
|
743K
$38.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-41.6KClosed |
$1.65M - $1.94M
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-44.3K- 10.19% |
$1.75M - $2.07M
|
390K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.7K- 11.46% |
$1.89M - $2.23M
|
369K
$19.1M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-57.7K- 21.22% |
$2.29M - $2.7M
|
214K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-59.8K- 5.87% |
$2.37M - $2.79M
|
959K
$49.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-60.5K- 30.43% |
$2.4M - $2.83M
|
138K
$7.17M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-62.4K- 73.23% |
$2.47M - $2.91M
|
22.8K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-62.6K- 91.93% |
$2.48M - $2.93M
|
5.5K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66.5K- 83.61% |
$2.64M - $3.11M
|
13K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-70.2K- 3.36% |
$2.78M - $3.28M
|
2.02M
$105M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-70.5K- 16.02% |
$2.8M - $3.3M
|
370K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-74.5K- 7.91% |
$2.95M - $3.48M
|
868K
$45M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-76.3K- 23.51% |
$3.03M - $3.57M
|
248K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-76.7K- 6.36% |
$3.04M - $3.59M
|
1.13M
$58.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-91.2K- 5.22% |
$3.62M - $4.26M
|
1.66M
$86M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-97.6K- 15.0% |
$3.87M - $4.56M
|
553K
$28.7M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-101K- 4.87% |
$4M - $4.71M
|
1.97M
$102M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-103K- 21.95% |
$4.07M - $4.8M
|
365K
$19M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-113K- 25.97% |
$4.48M - $5.28M
|
322K
$16.7M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-123K- 46.46% |
$4.89M - $5.76M
|
142K
$7.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-144K- 19.95% |
$5.7M - $6.73M
|
578K
$30M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-153K- 30.8% |
$6.06M - $7.14M
|
343K
$17.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-166K- 1.86% |
$6.57M - $7.74M
|
8.73M
$453M
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-195K- 76.11% |
$7.73M - $9.11M
|
61.2K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-216K- 93.57% |
$8.56M - $10.1M
|
14.9K
$771K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-236K- 75.95% |
$9.36M - $11M
|
74.8K
$3.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-282K- 23.27% |
$11.2M - $13.2M
|
929K
$48.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-301K- 8.85% |
$11.9M - $14.1M
|
3.1M
$161M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-307K- 17.51% |
$12.2M - $14.3M
|
1.44M
$75M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-491K- 54.31% |
$19.5M - $22.9M
|
413K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-505K- 30.45% |
$20M - $23.6M
|
1.15M
$59.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.68M- 65.01% |
$66.5M - $78.4M
|
903K
$46.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-3.07M- 86.67% |
$122M - $143M
|
472K
$24.5M
|