Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.89M+ 4.29% |
$112M - $123M
|
70.2M
$3.64B
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.39M+ 80.75% |
$92.3M - $102M
|
5.34M
$277M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.92M+ 279.42% |
$74.1M - $82M
|
2.6M
$135M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.82M+ 16853.08% |
$70.4M - $77.8M
|
1.83M
$95M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09M+ 4.46% |
$42.2M - $46.6M
|
25.5M
$1.33B
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
907K+ 82.31% |
$35.1M - $38.8M
|
2.01M
$104M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
839K+ 36.01% |
$32.4M - $35.9M
|
3.17M
$164M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
793K+ 1287.85% |
$30.7M - $33.9M
|
855K
$44.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
667K+ 74.16% |
$25.8M - $28.5M
|
1.57M
$81.2M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
648KNew |
$25M - $27.7M
|
648K
$33.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
580K+ 33.25% |
$22.4M - $24.8M
|
2.32M
$121M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
522K+ 24.01% |
$20.2M - $22.3M
|
2.69M
$140M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
496K+ 1329.89% |
$19.2M - $21.2M
|
533K
$27.7M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
377K+ 48.9% |
$14.6M - $16.1M
|
1.15M
$59.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
374K+ 19.61% |
$14.5M - $16M
|
2.28M
$118M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
365K+ 28.89% |
$14.1M - $15.6M
|
1.63M
$84.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
338KNew |
$13.1M - $14.4M
|
338K
$17.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
330K+ 376.33% |
$12.7M - $14.1M
|
417K
$21.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
287K+ 66.66% |
$11.1M - $12.3M
|
718K
$37.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
252K+ 3.65% |
$9.75M - $10.8M
|
7.15M
$371M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
245K+ 38.01% |
$9.46M - $10.5M
|
888K
$46.1M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
237KNew |
$9.16M - $10.1M
|
237K
$12.3M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
220K+ 8.73% |
$8.5M - $9.4M
|
2.74M
$142M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
214K+ 34.66% |
$8.28M - $9.16M
|
832K
$43.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
189K+ 1367.78% |
$7.3M - $8.07M
|
202K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
183KNew |
$7.07M - $7.82M
|
183K
$9.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
181K+ 142.57% |
$7.02M - $7.76M
|
309K
$16M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
177K+ 33.38% |
$6.84M - $7.57M
|
707K
$36.7M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
175K+ 2.47% |
$6.78M - $7.5M
|
7.27M
$377M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
173K+ 55.62% |
$6.68M - $7.38M
|
483K
$25.1M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
162K+ 18.09% |
$6.28M - $6.95M
|
1.06M
$55M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
153K+ 8.75% |
$5.93M - $6.56M
|
1.91M
$98.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
149K+ 11.41% |
$5.75M - $6.36M
|
1.45M
$75.3M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146K+ 50.25% |
$5.65M - $6.25M
|
437K
$22.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
139K+ 34.55% |
$5.36M - $5.93M
|
540K
$28M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
122K+ 604.97% |
$4.72M - $5.22M
|
142K
$7.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
122K+ 7.43% |
$4.7M - $5.2M
|
1.76M
$91.3M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
116K+ 5.42% |
$4.47M - $4.94M
|
2.25M
$117M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
107K+ 301.73% |
$4.12M - $4.56M
|
142K
$7.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
95.8KNew |
$3.7M - $4.1M
|
95.8K
$4.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
86.8K+ 4.66% |
$3.36M - $3.71M
|
1.95M
$101M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77.1K+ 26.45% |
$2.98M - $3.3M
|
369K
$19.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73.2K+ 7.24% |
$2.83M - $3.13M
|
1.08M
$56.3M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
70.7K+ 3.49% |
$2.73M - $3.02M
|
2.1M
$109M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70.1KNew |
$2.71M - $3M
|
70.1K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
64.5K+ 11.52% |
$2.5M - $2.76M
|
625K
$32.4M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
64.5K+ 48.86% |
$2.5M - $2.76M
|
197K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62.4K+ 26.84% |
$2.41M - $2.67M
|
295K
$15.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
60.1K+ 23.29% |
$2.32M - $2.57M
|
318K
$16.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
59.3K+ 88.05% |
$2.29M - $2.54M
|
127K
$6.57M
|