Purchases and Sales Made in Q4 2023 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 12, 2024 Q4 2023
Arrow Financial Corp

BUY
 -
383
+ 0.03%
$15.2K - $17.9K
1.14M $59.3M
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
383
New
$15.2K - $17.9K
383 $19.9K
Jan 12, 2024 Q4 2023
Everhart Financial Group, Inc.

BUY
 -
383
+ 7.44%
$15.2K - $17.9K
5.53K $287K
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
341
+ 0.27%
$13.5K - $15.9K
125K $6.49M
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
329
New
$13K - $15.4K
329 $17.1K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
328
New
$13K - $15.3K
328 $17K
Jan 17, 2024 Q4 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
327
+ 3.27%
$13K - $15.3K
10.3K $537K
Jan 24, 2024 Q4 2023
Auour Investments LLC

Wenham, MA
BUY
 -
302
+ 0.23%
$12K - $14.1K
135K $6.98M
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

BUY
 -
279
+ 0.1%
$11.1K - $13K
282K $14.6M
Jan 18, 2024 Q4 2023
Occidental Asset Management, LLC

BUY
 -
278
+ 0.24%
$11K - $13K
119K $6.15M
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
274
+ 3.67%
$10.9K - $12.8K
7.73K $401K
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
252
+ 3.48%
$9.99K - $11.8K
7.5K $389K
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
251
+ 1.91%
$9.95K - $11.7K
13.4K $695K
Apr 22, 2024 Q4 2023
First Purpose Wealth LLC

BUY
 -
230
+ 1.26%
$9.11K - $10.7K
18.5K $958K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
230
+ 34.33%
$9.11K - $10.7K
900 $46.7K
Feb 05, 2024 Q4 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
217
+ 0.42%
$8.6K - $10.1K
52.4K $2.72M
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
213
+ 2.38%
$8.44K - $9.95K
9.17K $476K
Feb 14, 2024 Q4 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
185
+ 112.12%
$7.33K - $8.65K
350 $18.2K
Feb 12, 2024 Q4 2023
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
174
+ 2.24%
$6.9K - $8.13K
7.94K $412K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
174
+ 202.33%
$6.9K - $8.13K
260 $13.5K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
168
+ 5.54%
$6.66K - $7.85K
3.2K $166K
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
157
+ 0.45%
$6.22K - $7.34K
35.4K $1.84M
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
149
+ 135.45%
$5.9K - $6.96K
259 $13.4K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
147
+ 1.32%
$5.83K - $6.87K
11.3K $584K
Feb 14, 2024 Q4 2023
Redwood Financial Network Corp

BUY
 -
145
+ 0.5%
$5.75K - $6.78K
29K $1.5M
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
144
New
$5.71K - $6.73K
144 $7.47K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
143
+ 78.57%
$5.67K - $6.68K
325 $16.9K
Feb 08, 2024 Q4 2023
1 St Source Bank

BUY
 -
130
+ 0.25%
$5.15K - $6.07K
51.4K $2.67M
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
115
New
$4.56K - $5.37K
115 $5.97K
Jan 16, 2024 Q4 2023
Cowa, LLC

Tulsa, OK
BUY
 -
109
+ 0.69%
$4.32K - $5.09K
15.9K $823K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
107
+ 0.66%
$4.24K - $5K
16.4K $850K
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
104
+ 0.98%
$4.12K - $4.86K
10.7K $556K
Jan 18, 2024 Q4 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
100
+ 1.24%
$3.96K - $4.67K
8.19K $425K
Jan 02, 2024 Q4 2023
M&R Capital Management Inc

BUY
 -
100
New
$3.96K - $4.67K
100 $5.19K
Feb 14, 2024 Q4 2023
Weitzel Financial Services, Inc.

BUY
 -
93
+ 0.28%
$3.69K - $4.35K
33.8K $1.76M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
85
+ 0.48%
$3.37K - $3.97K
17.8K $925K
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
72
+ 0.5%
$2.85K - $3.36K
14.6K $756K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
71
New
$2.81K - $3.32K
71 $3.68K
Feb 09, 2024 Q4 2023
Awm Capital, LLC

BUY
 -
68
+ 0.48%
$2.69K - $3.18K
14.3K $740K
Jan 18, 2024 Q4 2023
Ballast, Inc.

BUY
 -
66
+ 0.92%
$2.62K - $3.08K
7.26K $377K
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
64
+ 0.5%
$2.54K - $2.99K
12.8K $664K
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
45
+ 0.36%
$1.78K - $2.1K
12.6K $655K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
45
+ 0.9%
$1.78K - $2.1K
5.02K $260K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
43
+ 0.67%
$1.7K - $2.01K
6.42K $333K
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
BUY
 -
43
New
$1.7K - $2.01K
43 $2.23K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
38
New
$1.51K - $1.78K
38 $1.97K
Jan 31, 2024 Q4 2023
Old Second National Bank Of Aurora

BUY
 -
36
+ 0.54%
$1.43K - $1.68K
6.69K $347K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
35
New
$1.39K - $1.64K
35 $1.82K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
35
New
$1.39K - $1.64K
35 $1.82K

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