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 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-79- 0.58% |
$3.06K - $3.38K
|
13.5K
$701K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-97- 1.32% |
$3.75K - $4.15K
|
7.24K
$376K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-110- 1.37% |
$4.25K - $4.7K
|
7.94K
$413K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-120- 1.25% |
$4.64K - $5.13K
|
9.49K
$493K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-121- 50.21% |
$4.68K - $5.18K
|
120
$6.24K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-145- 0.33% |
$5.61K - $6.2K
|
43.9K
$2.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-146- 0.98% |
$5.65K - $6.24K
|
14.8K
$770K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-182- 5.73% |
$7.04K - $7.78K
|
2.99K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-186- 1.78% |
$7.19K - $7.96K
|
10.2K
$533K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-190- 3.23% |
$7.35K - $8.13K
|
5.7K
$296K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-200- 1.81% |
$7.74K - $8.55K
|
10.9K
$565K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 0.61% |
$7.74K - $8.55K
|
32.6K
$1.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-250- 1.21% |
$9.67K - $10.7K
|
20.4K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-250- 1.84% |
$9.67K - $10.7K
|
13.4K
$694K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 1.6% |
$9.67K - $10.7K
|
15.4K
$799K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-273- 0.34% |
$10.6K - $11.7K
|
79.4K
$4.13M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-276- 25.65% |
$10.7K - $11.8K
|
800
$41.6K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-279- 4.37% |
$10.8K - $11.9K
|
6.11K
$318K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-287- 73.21% |
$11.1K - $12.3K
|
105
$5.46K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-292- 2.65% |
$11.3K - $12.5K
|
10.7K
$557K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-300- 42.55% |
$11.6K - $12.8K
|
405
$21.1K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 1.9% |
$11.6K - $12.8K
|
15.5K
$805K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-311- 3.87% |
$12K - $13.3K
|
7.72K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-321- 3.03% |
$12.4K - $13.7K
|
10.3K
$533K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-329- 1.87% |
$12.7K - $14.1K
|
17.3K
$899K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-334- 0.68% |
$12.9K - $14.3K
|
48.5K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-335- 38.73% |
$13K - $14.3K
|
530
$27.6K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-372- 0.21% |
$14.4K - $15.9K
|
175K
$9.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-378- 1.11% |
$14.6K - $16.2K
|
33.7K
$1.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-384- 4.09% |
$14.9K - $16.4K
|
9.01K
$468K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-394- 1.57% |
$15.2K - $16.9K
|
24.6K
$1.28M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-407- 17.8% |
$15.7K - $17.4K
|
1.88K
$97.7K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-408- 0.34% |
$15.8K - $17.5K
|
120K
$6.23M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-420- 0.83% |
$16.2K - $18K
|
50.1K
$2.61M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-429- 0.33% |
$16.6K - $18.3K
|
128K
$6.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-429- 1.97% |
$16.6K - $18.3K
|
21.3K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-429- 7.88% |
$16.6K - $18.3K
|
5.02K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-441- 9.82% |
$17.1K - $18.9K
|
4.05K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-460- 3.83% |
$17.8K - $19.7K
|
11.6K
$601K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-466- 0.07% |
$18K - $19.9K
|
683K
$35.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-478- 21.88% |
$18.5K - $20.4K
|
1.71K
$88.7K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-500- 5.76% |
$19.3K - $21.4K
|
8.18K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500- 76.92% |
$19.3K - $21.4K
|
150
$7.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-505- 5.52% |
$19.5K - $21.6K
|
8.64K
$449K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-510- 5.54% |
$19.7K - $21.8K
|
8.7K
$452K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-510- 5.54% |
$19.7K - $21.8K
|
8.7K
$452K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-544- 1.08% |
$21K - $23.3K
|
50K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-607- 1.06% |
$23.5K - $26K
|
56.7K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-622- 9.89% |
$24.1K - $26.6K
|
5.67K
$295K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-640- 41.34% |
$24.8K - $27.4K
|
908
$47.2K
|