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 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.7K+ 13.91% |
$424K - $500K
|
87.5K
$4.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
10.4K+ 14.53% |
$413K - $486K
|
82K
$4.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
10.4K+ 3.4% |
$411K - $484K
|
315K
$16.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.1K+ 43.06% |
$399K - $471K
|
33.5K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
10.1K+ 47.39% |
$399K - $471K
|
31.3K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
9.92KNew |
$393K - $464K
|
9.92K
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.84K+ 3.78% |
$390K - $460K
|
270K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.8KNew |
$388K - $458K
|
9.8K
$509K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.73K+ 6.17% |
$385K - $455K
|
167K
$8.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
9.66KNew |
$383K - $452K
|
9.66K
$501K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9.65KNew |
$382K - $451K
|
9.65K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.59K+ 2.22% |
$380K - $448K
|
442K
$22.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.54K+ 9.69% |
$378K - $446K
|
108K
$5.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.44K+ 7.1% |
$374K - $441K
|
142K
$7.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.4K+ 8.21% |
$373K - $439K
|
124K
$6.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.32K+ 7.29% |
$369K - $436K
|
137K
$7.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.18K+ 58.61% |
$364K - $429K
|
24.8K
$1.29M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.75K+ 8.73% |
$347K - $409K
|
109K
$5.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8.67KNew |
$344K - $405K
|
8.67K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
8.51K+ 12.52% |
$337K - $398K
|
76.5K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
8.46KNew |
$335K - $395K
|
8.46K
$439K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.46K+ 0.44% |
$335K - $395K
|
1.92M
$99.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.33K+ 18.65% |
$330K - $389K
|
53K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.25K+ 0.68% |
$327K - $385K
|
1.23M
$63.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8K+ 35.17% |
$317K - $374K
|
30.7K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.89KNew |
$313K - $369K
|
7.89K
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
7.85KNew |
$311K - $367K
|
7.85K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.83KNew |
$310K - $366K
|
7.83K
$406K
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.73KNew |
$306K - $361K
|
7.73K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.6KNew |
$301K - $355K
|
7.6K
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.58K+ 83.99% |
$300K - $354K
|
16.6K
$861K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.57K+ 11.06% |
$300K - $354K
|
76K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
7.51K+ 18.37% |
$298K - $351K
|
48.4K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.5KNew |
$297K - $350K
|
7.5K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.47K+ 17.36% |
$296K - $349K
|
50.5K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.44K+ 124.59% |
$295K - $348K
|
13.4K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.3KNew |
$289K - $341K
|
7.3K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.17KNew |
$284K - $335K
|
7.17K
$372K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.09KNew |
$281K - $331K
|
7.09K
$368K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
7.08KNew |
$281K - $331K
|
7.08K
$367K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.94KNew |
$275K - $324K
|
6.94K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.81KNew |
$270K - $318K
|
6.81K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.75KNew |
$268K - $316K
|
6.75K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
6.69KNew |
$265K - $313K
|
6.69K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.65KNew |
$264K - $311K
|
6.65K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6.63KNew |
$263K - $310K
|
6.63K
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.57K+ 13.31% |
$260K - $307K
|
56K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.52K+ 4.26% |
$258K - $305K
|
160K
$8.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.43KNew |
$255K - $301K
|
6.43K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.36K+ 36.17% |
$252K - $297K
|
23.9K
$1.24M
|