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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
102+ 0.35% |
$3.95K - $4.36K
|
29K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
96+ 1.79% |
$3.71K - $4.11K
|
5.45K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 0.54% |
$3.33K - $3.68K
|
15.9K
$829K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
79New |
$3.06K - $3.38K
|
79
$4.11K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
73+ 0.09% |
$2.82K - $3.12K
|
77.3K
$4.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
64+ 0.45% |
$2.48K - $2.74K
|
14.4K
$747K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
61New |
$2.36K - $2.61K
|
61
$3.17K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
59New |
$2.28K - $2.52K
|
59
$3.07K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
55New |
$2.13K - $2.35K
|
55
$2.86K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
47+ 0.61% |
$1.82K - $2.01K
|
7.71K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
41+ 0.32% |
$1.59K - $1.75K
|
12.7K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
41+ 0.35% |
$1.59K - $1.75K
|
11.9K
$617K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
41+ 0.42% |
$1.59K - $1.75K
|
9.89K
$514K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
38+ 0.34% |
$1.47K - $1.63K
|
11.1K
$577K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32+ 0.05% |
$1.24K - $1.37K
|
67.9K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.44% |
$1.08K - $1.2K
|
6.37K
$331K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
26+ 0.23% |
$1.01K - $1.11K
|
11.3K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
25+ 0.58% |
$967 - $1.07K
|
4.35K
$226K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
21New |
$812 - $898
|
21
$1.09K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
21+ 0.04% |
$812 - $898
|
49.8K
$2.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
20+ 0.32% |
$774 - $855
|
6.34K
$329K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$735 - $813
|
19
$988
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.35% |
$580 - $642
|
4.33K
$225K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.37% |
$348 - $385
|
2.42K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.08% |
$232 - $257
|
7.5K
$390K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$116 - $128
|
12.3K
$642K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.01% |
$116 - $128
|
21.1K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.53% |
$116 - $128
|
568
$29.5K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$77.4 - $85.5
|
8.61K
$447K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2New |
$77.4 - $85.5
|
2
$104
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.36% |
$38.7 - $42.8
|
282
$14.7K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$38.7 - $42.8
|
7.9K
$411K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1+ 0.0% |
$38.7 - $42.8
|
33K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 31, 2023
Q1 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1- -0.0% |
$38.7 - $42.8
|
29.7K
$1.54M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 4.76% |
$116 - $128
|
60
$3.12K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-9- 0.08% |
$348 - $385
|
11.1K
$579K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-10- 28.57% |
$387 - $428
|
25
$1.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.14% |
$425 - $470
|
7.6K
$395K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-12- 0.14% |
$464 - $513
|
8.87K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-12- 0.13% |
$464 - $513
|
9.47K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-34- 0.62% |
$1.32K - $1.45K
|
5.46K
$284K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-40- 0.67% |
$1.55K - $1.71K
|
5.91K
$307K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-46- 0.08% |
$1.78K - $1.97K
|
55.2K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-47- 0.87% |
$1.82K - $2.01K
|
5.33K
$277K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-58- 0.35% |
$2.24K - $2.48K
|
16.4K
$851K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-69- 0.33% |
$2.67K - $2.95K
|
20.9K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-71- 26.69% |
$2.75K - $3.04K
|
195
$10.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-75- 0.86% |
$2.9K - $3.21K
|
8.61K
$448K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-77- 1.32% |
$2.98K - $3.29K
|
5.78K
$300K
|