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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.59KNew |
$345K - $372K
|
8.59K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.46KNew |
$340K - $366K
|
8.46K
$440K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.2K+ 16.68% |
$329K - $355K
|
57.4K
$2.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.16KNew |
$328K - $353K
|
8.16K
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
8.05K+ 30.68% |
$323K - $348K
|
34.3K
$1.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.02K+ 1.28% |
$322K - $347K
|
634K
$33M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.84K+ 87.02% |
$315K - $339K
|
16.8K
$876K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.73KNew |
$311K - $335K
|
7.73K
$402K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
7.62K+ 5.01% |
$306K - $330K
|
160K
$8.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
7.6KNew |
$305K - $329K
|
7.6K
$395K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
7.53KNew |
$303K - $326K
|
7.53K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
7.39K+ 4.99% |
$297K - $320K
|
155K
$8.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
7.24K+ 1.93% |
$291K - $313K
|
382K
$19.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.21K+ 2.92% |
$290K - $312K
|
254K
$13.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.2K+ 10.3% |
$289K - $312K
|
77.1K
$4.01M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
6.96K+ 27.41% |
$279K - $301K
|
32.3K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
6.96KNew |
$279K - $301K
|
6.96K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.72K+ 1.61% |
$270K - $291K
|
424K
$22M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.38KNew |
$256K - $276K
|
6.38K
$332K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.3KNew |
$253K - $273K
|
6.3K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.25K+ 112.54% |
$251K - $270K
|
11.8K
$613K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
6.18K+ 28.89% |
$248K - $268K
|
27.6K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6KNew |
$241K - $260K
|
6K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 0.99% |
$237K - $256K
|
605K
$31.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
5.9KNew |
$237K - $255K
|
5.9K
$307K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.86K+ 1.0% |
$235K - $253K
|
589K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.67K+ 4.17% |
$228K - $245K
|
142K
$7.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
5.65K+ 16.05% |
$227K - $244K
|
40.8K
$2.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.51K+ 0.47% |
$221K - $238K
|
1.17M
$60.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.51K+ 7.69% |
$221K - $238K
|
77.1K
$4.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.44KNew |
$219K - $235K
|
5.44K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.42K+ 18.3% |
$218K - $235K
|
35K
$1.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
5.2KNew |
$209K - $225K
|
5.2K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.03KNew |
$202K - $218K
|
5.03K
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
5.01KNew |
$201K - $217K
|
5.01K
$260K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5KNew |
$201K - $216K
|
5K
$260K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.99K+ 3.13% |
$200K - $216K
|
164K
$8.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.98K+ 2.57% |
$200K - $216K
|
199K
$10.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
4.9KNew |
$197K - $212K
|
4.9K
$255K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
4.79KNew |
$192K - $207K
|
4.79K
$249K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.71KNew |
$189K - $204K
|
4.71K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.69K+ 0.18% |
$188K - $203K
|
2.55M
$133M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.67K+ 14.13% |
$188K - $202K
|
37.8K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.66K+ 8.05% |
$187K - $202K
|
62.6K
$3.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.64K+ 3.41% |
$187K - $201K
|
141K
$7.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.45K+ 17.9% |
$179K - $193K
|
29.3K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.45K+ 3.2% |
$179K - $192K
|
143K
$7.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.4K+ 11.99% |
$177K - $190K
|
41.1K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.24K+ 4.25% |
$170K - $184K
|
104K
$5.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.24KNew |
$170K - $184K
|
4.24K
$221K
|