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 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
445+ 0.23% |
$17.6K - $20.8K
|
194K
$9.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
439+ 0.21% |
$17.4K - $20.5K
|
210K
$9.98M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
433+ 541.25% |
$17.2K - $20.2K
|
513
$24.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
408+ 7.73% |
$16.2K - $19.1K
|
5.68K
$270K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
386+ 0.29% |
$15.3K - $18K
|
131K
$6.25M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
383New |
$15.2K - $17.9K
|
383
$18.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
383+ 7.44% |
$15.2K - $17.9K
|
5.53K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
383+ 0.03% |
$15.2K - $17.9K
|
1.14M
$54.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
341+ 0.27% |
$13.5K - $15.9K
|
125K
$5.94M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
329New |
$13K - $15.4K
|
329
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
328New |
$13K - $15.3K
|
328
$15.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
327+ 3.27% |
$13K - $15.3K
|
10.3K
$492K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
302+ 0.23% |
$12K - $14.1K
|
135K
$6.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
279+ 0.1% |
$11.1K - $13K
|
282K
$13.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
278+ 0.24% |
$11K - $13K
|
119K
$5.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
276New |
$10.9K - $12.9K
|
276
$13.1K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
274+ 3.67% |
$10.9K - $12.8K
|
7.73K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
252+ 3.48% |
$9.99K - $11.8K
|
7.5K
$357K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
251+ 1.91% |
$9.95K - $11.7K
|
13.4K
$637K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
230+ 34.33% |
$9.11K - $10.7K
|
900
$42.8K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
230+ 1.26% |
$9.11K - $10.7K
|
18.5K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
217+ 0.42% |
$8.6K - $10.1K
|
52.4K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
213+ 2.38% |
$8.44K - $9.95K
|
9.17K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
185+ 112.12% |
$7.33K - $8.65K
|
350
$16.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
174+ 202.33% |
$6.9K - $8.13K
|
260
$12.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
174+ 2.24% |
$6.9K - $8.13K
|
7.94K
$378K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
168+ 5.54% |
$6.66K - $7.85K
|
3.2K
$152K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
157+ 0.45% |
$6.22K - $7.34K
|
35.4K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 135.45% |
$5.9K - $6.96K
|
259
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
147+ 1.32% |
$5.83K - $6.87K
|
11.3K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
145+ 0.5% |
$5.75K - $6.78K
|
29K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
144New |
$5.71K - $6.73K
|
144
$6.85K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
143+ 78.57% |
$5.67K - $6.68K
|
325
$15.5K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
130+ 0.25% |
$5.15K - $6.07K
|
51.4K
$2.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
115New |
$4.56K - $5.37K
|
115
$5.47K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
109+ 0.69% |
$4.32K - $5.09K
|
15.9K
$754K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
107+ 0.66% |
$4.24K - $5K
|
16.4K
$779K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
104+ 0.98% |
$4.12K - $4.86K
|
10.7K
$509K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$3.96K - $4.67K
|
100
$4.75K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.24% |
$3.96K - $4.67K
|
8.19K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
93+ 0.28% |
$3.69K - $4.35K
|
33.8K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85+ 0.48% |
$3.37K - $3.97K
|
17.8K
$847K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
80New |
$3.17K - $3.74K
|
80
$3.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
72+ 0.5% |
$2.85K - $3.36K
|
14.6K
$693K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
71New |
$2.81K - $3.32K
|
71
$3.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
68+ 0.48% |
$2.69K - $3.18K
|
14.3K
$678K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
66+ 0.92% |
$2.62K - $3.08K
|
7.26K
$345K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
64+ 0.5% |
$2.54K - $2.99K
|
12.8K
$608K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
46+ 0.31% |
$1.82K - $2.15K
|
15.1K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
45+ 0.36% |
$1.78K - $2.1K
|
12.6K
$601K
|