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 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
21.3K+ 324.03% |
$845K - $996K
|
27.9K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
21.3K+ 58.48% |
$843K - $994K
|
57.7K
$2.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
21.2K+ 64.63% |
$841K - $992K
|
54.1K
$2.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
21K+ 8.7% |
$833K - $983K
|
263K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$825K - $973K
|
20.8K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
20.8KNew |
$823K - $971K
|
20.8K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 40.35% |
$796K - $938K
|
69.8K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.8K+ 86.12% |
$784K - $925K
|
42.8K
$2.22M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
19.8K+ 40.06% |
$784K - $924K
|
69.1K
$3.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.6K+ 6.53% |
$778K - $918K
|
320K
$16.6M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
19.2KNew |
$761K - $897K
|
19.2K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
18.7K+ 38.6% |
$739K - $872K
|
67K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
18.6K+ 226.37% |
$735K - $867K
|
26.7K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
18.1K+ 23.28% |
$717K - $845K
|
95.8K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.1KNew |
$717K - $845K
|
18.1K
$938K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.9KNew |
$711K - $838K
|
17.9K
$931K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
17.4K+ 7.2% |
$689K - $812K
|
259K
$13.4M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17.3K+ 10705.56% |
$687K - $810K
|
17.5K
$908K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$682K - $804K
|
17.2K
$893K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17.1K+ 4.75% |
$678K - $799K
|
377K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.9K+ 3.51% |
$671K - $791K
|
499K
$25.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.9K+ 81.6% |
$670K - $790K
|
37.6K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
16.6K+ 13.39% |
$657K - $775K
|
140K
$7.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
16.5K+ 10.34% |
$653K - $770K
|
176K
$9.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
16.4KNew |
$648K - $765K
|
16.4K
$849K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16.3KNew |
$646K - $762K
|
16.3K
$846K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
16.2K+ 26.53% |
$642K - $757K
|
77.3K
$4.01M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
15.9K+ 5.83% |
$630K - $743K
|
289K
$15M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 3.14% |
$625K - $736K
|
518K
$26.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
15.6K+ 9.46% |
$619K - $730K
|
181K
$9.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.6K+ 172.47% |
$618K - $729K
|
24.6K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
15.5K+ 50.38% |
$615K - $726K
|
46.4K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9KNew |
$550K - $648K
|
13.9K
$720K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.7K+ 239.23% |
$543K - $640K
|
19.4K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
13.4K+ 5.41% |
$532K - $628K
|
262K
$13.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
13.2KNew |
$524K - $618K
|
13.2K
$686K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.9K+ 0.87% |
$510K - $601K
|
1.48M
$76.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.8KNew |
$507K - $598K
|
12.8K
$664K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12.8KNew |
$507K - $597K
|
12.8K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$487K - $574K
|
12.3K
$638K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
12.1K+ 31.87% |
$478K - $564K
|
50K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$464K - $547K
|
11.7K
$607K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11.6KNew |
$462K - $544K
|
11.6K
$604K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
11.4KNew |
$450K - $530K
|
11.4K
$589K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.2K+ 96.31% |
$446K - $525K
|
22.9K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.2K+ 9.26% |
$443K - $522K
|
132K
$6.85M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.1KNew |
$441K - $520K
|
11.1K
$578K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.9K+ 2.13% |
$432K - $509K
|
523K
$27.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.8KNew |
$429K - $506K
|
10.8K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$424K - $500K
|
10.7K
$556K
|