Purchases and Sales Made in Q1 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 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
Oct 24, 2023 Q1 2023
Lynch & Associates

BUY
 -
643
+ 0.51%
$24.9K - $27.5K
128K $6.65M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
642
+ 10.87%
$24.8K - $27.5K
6.55K $340K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
629
+ 0.51%
$24.3K - $26.9K
124K $6.47M
May 15, 2023 Q1 2023
Innealta Capital, LLC

Austin, TX
BUY
 -
604
+ 1.68%
$23.4K - $25.8K
36.6K $1.9M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
601
+ 1.58%
$23.2K - $25.7K
38.5K $2M
May 02, 2023 Q1 2023
Lee Danner & Bass Inc

BUY
 -
600
+ 1.72%
$23.2K - $25.7K
35.5K $1.85M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
573
+ 7.52%
$22.2K - $24.5K
8.2K $426K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
569
New
$22K - $24.3K
569 $29.6K
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
556
+ 1.13%
$21.5K - $23.8K
49.6K $2.58M
May 15, 2023 Q1 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
545
New
$21.1K - $23.3K
545 $28.3K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
508
+ 0.88%
$19.6K - $21.7K
57.9K $3.01M
Apr 10, 2023 Q1 2023
Brown Miller Wealth Management, LLC

BUY
 -
505
+ 4.66%
$19.5K - $21.6K
11.4K $590K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
494
+ 5.46%
$19.1K - $21.1K
9.55K $496K
May 11, 2023 Q1 2023
Pecaut & Co.

BUY
 -
491
+ 0.33%
$19K - $21K
148K $7.7M
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
484
+ 5.47%
$18.7K - $20.7K
9.33K $485K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
478
+ 0.98%
$18.5K - $20.4K
49.2K $2.56M
Apr 19, 2023 Q1 2023
Schrum Private Wealth Management LLC

BUY
 -
473
+ 1.79%
$18.3K - $20.2K
26.9K $1.4M
May 02, 2023 Q1 2023
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
432
+ 3.73%
$16.7K - $18.5K
12K $625K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
399
+ 712.5%
$15.4K - $17.1K
455 $23.7K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
385
+ 122.22%
$14.9K - $16.5K
700 $36.4K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
361
+ 127.56%
$14K - $15.4K
644 $33.5K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
340
+ 47.89%
$13.2K - $14.5K
1.05K $54.6K
May 03, 2023 Q1 2023
Old Second National Bank Of Aurora

BUY
 -
335
+ 5.91%
$13K - $14.3K
6K $312K
May 10, 2023 Q1 2023
Diligent Investors, LLC

BUY
 -
323
+ 0.09%
$12.5K - $13.8K
360K $18.7M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
311
+ 2.28%
$12K - $13.3K
13.9K $725K
Apr 19, 2023 Q1 2023
Hengehold Capital Management LLC

BUY
 -
306
+ 1.59%
$11.8K - $13.1K
19.5K $1.01M
May 05, 2023 Q1 2023
Horizon Family Wealth, Inc.

BUY
 -
301
+ 0.33%
$11.6K - $12.9K
92.9K $4.83M
Apr 25, 2023 Q1 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
300
+ 4.04%
$11.6K - $12.8K
7.72K $401K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
259
+ 98.11%
$10K - $11.1K
523 $27.2K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
244
New
$9.44K - $10.4K
244 $12.7K
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
237
+ 4.08%
$9.17K - $10.1K
6.04K $314K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
230
+ 10.2%
$8.9K - $9.84K
2.49K $129K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
222
New
$8.59K - $9.49K
222 $11.5K
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
211
+ 2.89%
$8.16K - $9.02K
7.5K $390K
May 01, 2023 Q1 2023
Private Wealth Group, LLC

BUY
 -
210
+ 0.18%
$8.12K - $8.98K
116K $6.01M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
210
+ 0.46%
$8.12K - $8.98K
46.1K $2.4M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
204
+ 2.66%
$7.89K - $8.73K
7.88K $410K
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
200
New
$7.74K - $8.55K
200 $10.4K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
173
+ 3.26%
$6.69K - $7.4K
5.49K $285K
May 02, 2023 Q1 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
172
+ 0.89%
$6.65K - $7.36K
19.5K $1.01M
May 04, 2023 Q1 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
159
+ 0.49%
$6.15K - $6.8K
32.8K $1.71M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
154
+ 0.05%
$5.96K - $6.59K
327K $17M
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
149
+ 2.76%
$5.76K - $6.37K
5.55K $288K
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
133
+ 1.18%
$5.14K - $5.69K
11.4K $594K
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
126
+ 0.99%
$4.87K - $5.39K
12.8K $667K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
125
+ 1.0%
$4.84K - $5.35K
12.7K $658K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
118
+ 1.06%
$4.56K - $5.05K
11.2K $583K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
106
New
$4.1K - $4.53K
106 $5.51K
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
104
+ 0.03%
$4.02K - $4.45K
394K $20.5M

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