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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24.5K- 99.25% |
$948K - $1.05M
|
184
$9.57K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.8K- 13.98% |
$1.11M - $1.23M
|
177K
$9.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-29.1K- 49.27% |
$1.13M - $1.25M
|
30K
$1.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-30.8K- 4.75% |
$1.19M - $1.32M
|
618K
$32.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-33.4K- 23.42% |
$1.29M - $1.43M
|
109K
$5.68M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-34.1K- 73.81% |
$1.32M - $1.46M
|
12.1K
$629K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-34.3K- 47.33% |
$1.33M - $1.47M
|
38.1K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-35.1K- 18.26% |
$1.36M - $1.5M
|
157K
$8.18M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-35.2K- 12.95% |
$1.36M - $1.51M
|
237K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-39.5K- 12.12% |
$1.53M - $1.69M
|
287K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40K- 25.79% |
$1.55M - $1.71M
|
115K
$5.98M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-42.2K- 5.63% |
$1.63M - $1.8M
|
707K
$36.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49.5K- 11.7% |
$1.91M - $2.12M
|
374K
$19.4M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-50.7K- 33.89% |
$1.96M - $2.17M
|
98.8K
$5.14M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-50.9K- 35.74% |
$1.97M - $2.18M
|
91.6K
$4.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-55K- 88.97% |
$2.13M - $2.35M
|
6.82K
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-59.8K- 61.73% |
$2.31M - $2.56M
|
37.1K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-60.1K- 33.27% |
$2.32M - $2.57M
|
120K
$6.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-66.4K- 2.28% |
$2.57M - $2.84M
|
2.84M
$148M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-74.1K- 2.2% |
$2.87M - $3.17M
|
3.29M
$171M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79.4K- 99.94% |
$3.07M - $3.4M
|
50
$2.6K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-82.6K- 39.64% |
$3.2M - $3.53M
|
126K
$6.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-85.3K- 13.88% |
$3.3M - $3.65M
|
529K
$27.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-87.4K- 64.96% |
$3.38M - $3.74M
|
47.2K
$2.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-97.2K- 42.73% |
$3.76M - $4.16M
|
130K
$6.77M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-105K- 62.78% |
$4.05M - $4.48M
|
62K
$3.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-106K- 11.83% |
$4.09M - $4.52M
|
788K
$41M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-119K- 53.25% |
$4.59M - $5.08M
|
104K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-127K- 94.01% |
$4.92M - $5.44M
|
8.1K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131K- 26.89% |
$5.08M - $5.62M
|
357K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-143K- 2.31% |
$5.52M - $6.1M
|
6.03M
$313M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-144K- 30.59% |
$5.56M - $6.14M
|
326K
$16.9M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-145K- 80.52% |
$5.59M - $6.18M
|
35K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-145K- 83.84% |
$5.6M - $6.19M
|
27.9K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-146K- 33.45% |
$5.65M - $6.25M
|
291K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-150K- 12.36% |
$5.79M - $6.41M
|
1.06M
$55.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-171K- 67.51% |
$6.63M - $7.33M
|
82.5K
$4.29M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-202K- 95.31% |
$7.81M - $8.64M
|
9.95K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-212K- 20.66% |
$8.18M - $9.05M
|
813K
$42.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-217K- 48.91% |
$8.41M - $9.3M
|
227K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-263K- 17.25% |
$10.2M - $11.2M
|
1.26M
$65.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-298K- 73.27% |
$11.5M - $12.8M
|
109K
$5.66M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-301K- 17.48% |
$11.6M - $12.9M
|
1.42M
$73.8M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-304K- 82.25% |
$11.8M - $13M
|
65.6K
$3.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-311K- 36.39% |
$12M - $13.3M
|
544K
$28.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-330K- 12.08% |
$12.7M - $14.1M
|
2.4M
$125M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-332K- 39.59% |
$12.8M - $14.2M
|
506K
$26.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-332K- 29.08% |
$12.8M - $14.2M
|
810K
$42.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-337K- 17.06% |
$13.1M - $14.4M
|
1.64M
$85.3M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-342K- 99.71% |
$13.2M - $14.6M
|
997
$51.8K
|