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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
47.4K+ 10.57% |
$1.88M - $2.22M
|
496K
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
46.8K+ 57.62% |
$1.85M - $2.19M
|
128K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
46.5KNew |
$1.84M - $2.17M
|
46.5K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.6K+ 70.49% |
$1.81M - $2.13M
|
110K
$5.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.5K+ 33.38% |
$1.8M - $2.13M
|
182K
$9.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
44.5K+ 20.15% |
$1.76M - $2.08M
|
265K
$13.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.2K+ 8.09% |
$1.75M - $2.06M
|
590K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.8K+ 493.98% |
$1.73M - $2.04M
|
52.6K
$2.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
43K+ 62.76% |
$1.7M - $2.01M
|
112K
$5.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.7K+ 10.2% |
$1.65M - $1.95M
|
451K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
41.6KNew |
$1.65M - $1.94M
|
41.6K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
40.2K+ 82.11% |
$1.59M - $1.88M
|
89.1K
$4.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
39.9K+ 152.52% |
$1.58M - $1.86M
|
66K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
39.7K+ 20.11% |
$1.57M - $1.86M
|
237K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39K+ 13.41% |
$1.55M - $1.82M
|
330K
$17.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
38.9K+ 7.11% |
$1.54M - $1.82M
|
586K
$30.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38.8K+ 175.97% |
$1.54M - $1.81M
|
60.8K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.2K+ 21.51% |
$1.52M - $1.79M
|
216K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
38.2K+ 88.62% |
$1.51M - $1.78M
|
81.2K
$4.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
37.4K+ 17.69% |
$1.48M - $1.75M
|
249K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
35.5K+ 103.51% |
$1.41M - $1.66M
|
69.8K
$3.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
35.4K+ 23.73% |
$1.4M - $1.66M
|
185K
$9.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
35.2KNew |
$1.4M - $1.65M
|
35.2K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.6KNew |
$1.37M - $1.62M
|
34.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.6K+ 10.2% |
$1.37M - $1.62M
|
374K
$19.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
34.4K+ 15.76% |
$1.36M - $1.61M
|
253K
$13.1M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
32.3KNew |
$1.28M - $1.51M
|
32.3K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
31.4KNew |
$1.25M - $1.47M
|
31.4K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
30.6K+ 2.34% |
$1.21M - $1.43M
|
1.34M
$69.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
29.7K+ 8.98% |
$1.18M - $1.39M
|
361K
$18.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$1.16M - $1.37M
|
29.3K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28.2KNew |
$1.12M - $1.32M
|
28.2K
$1.46M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27.9KNew |
$1.11M - $1.3M
|
27.9K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27.8K+ 6.22% |
$1.1M - $1.3M
|
475K
$24.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
27.5K+ 251.67% |
$1.09M - $1.29M
|
38.4K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
27.4KNew |
$1.09M - $1.28M
|
27.4K
$1.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
27.2KNew |
$1.08M - $1.27M
|
27.2K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
26.2K+ 23.46% |
$1.04M - $1.22M
|
138K
$7.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
25.9K+ 14.47% |
$1.03M - $1.21M
|
205K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
25.8K+ 52.77% |
$1.02M - $1.2M
|
74.6K
$3.87M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25.7K+ 34.87% |
$1.02M - $1.2M
|
99.5K
$5.16M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
24.7KNew |
$979K - $1.15M
|
24.7K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.4K+ 1.94% |
$927K - $1.09M
|
1.23M
$63.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.3K+ 9.58% |
$924K - $1.09M
|
267K
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
22K+ 7.95% |
$871K - $1.03M
|
298K
$15.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
22K+ 59.14% |
$871K - $1.03M
|
59.1K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.9K+ 25.25% |
$867K - $1.02M
|
108K
$5.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 1.43% |
$863K - $1.02M
|
1.54M
$80.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
21.7K+ 98.6% |
$860K - $1.01M
|
43.7K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
21.3KNew |
$846K - $997K
|
21.3K
$1.11M
|