Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.3K+ 1.2% |
$3.47M - $3.73M
|
7.3M
$380M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
77.1K+ 7.27% |
$3.1M - $3.34M
|
1.14M
$59.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
70.5KNew |
$2.83M - $3.05M
|
70.5K
$3.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
69.5K+ 46.79% |
$2.79M - $3.01M
|
218K
$11.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66K+ 131906.0% |
$2.65M - $2.85M
|
66K
$3.43M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
65.6K+ 133.31% |
$2.64M - $2.84M
|
115K
$5.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
65.6K+ 257.29% |
$2.63M - $2.84M
|
91K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59.7K+ 343.21% |
$2.4M - $2.58M
|
77K
$4.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
54.3K+ 2.02% |
$2.18M - $2.35M
|
2.75M
$143M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
53.8K+ 6.83% |
$2.16M - $2.33M
|
842K
$43.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
49K+ 22.52% |
$1.97M - $2.12M
|
266K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
48.9K+ 12.4% |
$1.97M - $2.12M
|
444K
$23.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
48.1K+ 2.93% |
$1.93M - $2.08M
|
1.69M
$87.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
45.3K+ 8.04% |
$1.82M - $1.96M
|
609K
$31.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
45KNew |
$1.81M - $1.95M
|
45K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
44.9K+ 475.18% |
$1.8M - $1.94M
|
54.3K
$2.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
43.9K+ 35.08% |
$1.76M - $1.9M
|
169K
$8.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.3K+ 62.61% |
$1.74M - $1.88M
|
113K
$5.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.8K+ 4.7% |
$1.68M - $1.81M
|
930K
$48.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
41.5K+ 3.22% |
$1.67M - $1.8M
|
1.33M
$69.2M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
38.8K+ 12.2% |
$1.56M - $1.68M
|
357K
$18.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
38.4K+ 1.87% |
$1.54M - $1.66M
|
2.09M
$109M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
38.3K+ 7.88% |
$1.54M - $1.66M
|
525K
$27.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35.5K+ 6.66% |
$1.43M - $1.54M
|
569K
$29.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
34.4K+ 19.47% |
$1.38M - $1.49M
|
211K
$11M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
33.5KNew |
$1.34M - $1.45M
|
33.5K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
33.4K+ 28.84% |
$1.34M - $1.44M
|
149K
$7.75M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.3K+ 228.07% |
$1.3M - $1.4M
|
46.4K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
32.2K+ 11.24% |
$1.29M - $1.39M
|
318K
$16.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
30.6K+ 14.64% |
$1.23M - $1.33M
|
240K
$12.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
30.3K+ 75.82% |
$1.22M - $1.31M
|
70.3K
$3.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.3KNew |
$1.22M - $1.31M
|
30.3K
$1.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
30.2K+ 11.75% |
$1.21M - $1.31M
|
287K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29.9KNew |
$1.2M - $1.29M
|
29.9K
$1.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
29.5K+ 19.46% |
$1.19M - $1.28M
|
181K
$9.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
29.2K+ 10.39% |
$1.17M - $1.26M
|
310K
$16.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
28.9K+ 11.62% |
$1.16M - $1.25M
|
277K
$14.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
28KNew |
$1.12M - $1.21M
|
28K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.9K+ 14.38% |
$1.08M - $1.16M
|
214K
$11.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
26.9K+ 9.41% |
$1.08M - $1.16M
|
312K
$16.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
26.6K+ 88.59% |
$1.07M - $1.15M
|
56.5K
$2.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25.8KNew |
$1.03M - $1.11M
|
25.8K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.5K+ 8.56% |
$1.02M - $1.1M
|
323K
$16.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24.7K+ 8.37% |
$992K - $1.07M
|
320K
$16.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
24.1K+ 120.89% |
$966K - $1.04M
|
44K
$2.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
23.9K+ 1.7% |
$959K - $1.03M
|
1.43M
$74.4M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
23.5K+ 25.24% |
$945K - $1.02M
|
117K
$6.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23.3K+ 144.54% |
$936K - $1.01M
|
39.4K
$2.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
22.7KNew |
$910K - $980K
|
22.7K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.4K+ 6.08% |
$900K - $969K
|
391K
$20.3M
|