Purchases and Sales Made in Q2 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 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 11, 2023 Q2 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
267
+ 4.9%
$10.7K - $11.6K
5.72K $297K
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
266
+ 0.34%
$10.7K - $11.5K
77.6K $4.03M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
259
New
$10.4K - $11.2K
259 $13.5K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
254
New
$10.2K - $11K
254 $13.2K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
250
+ 36.5%
$10K - $10.8K
935 $48.6K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
246
+ 0.36%
$9.88K - $10.6K
68.2K $3.54M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
233
+ 1.09%
$9.36K - $10.1K
21.5K $1.12M
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

BUY
 -
221
+ 0.68%
$8.88K - $9.56K
32.8K $1.71M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
210
New
$8.44K - $9.09K
210 $10.9K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
206
New
$8.28K - $8.91K
206 $10.7K
Jul 31, 2023 Q2 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
189
+ 0.58%
$7.59K - $8.18K
33K $1.72M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
180
+ 1.68%
$7.23K - $7.79K
10.9K $565K
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
178
+ 2.91%
$7.15K - $7.7K
6.29K $327K
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
178
+ 1.08%
$7.15K - $7.7K
16.7K $866K
Jul 25, 2023 Q2 2023
Old Second National Bank Of Aurora

BUY
 -
166
+ 2.76%
$6.67K - $7.18K
6.17K $321K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
152
+ 2.44%
$6.11K - $6.58K
6.38K $332K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
149
New
$5.99K - $6.45K
149 $7.75K
Aug 11, 2023 Q2 2023
Lansing Street Advisors

BUY
 -
136
+ 0.48%
$5.46K - $5.88K
28.2K $1.47M
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
134
+ 1.16%
$5.38K - $5.8K
11.7K $606K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
130
+ 1.02%
$5.22K - $5.63K
12.9K $668K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
125
New
$5.02K - $5.41K
125 $6.5K
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

BUY
 -
122
+ 0.24%
$4.9K - $5.28K
51.9K $2.7M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
104
+ 0.91%
$4.18K - $4.5K
11.5K $599K
Jul 17, 2023 Q2 2023
Forth Right Wealth Management, LLC

BUY
 -
89
+ 0.72%
$3.58K - $3.85K
12.4K $647K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
83
+ 0.93%
$3.33K - $3.59K
9.03K $469K
Jul 13, 2023 Q2 2023
Peterson Wealth Advisors, LLC

BUY
 -
74
+ 0.49%
$2.97K - $3.2K
15.2K $792K
Jul 24, 2023 Q2 2023
Schrum Private Wealth Management LLC

BUY
 -
73
+ 0.27%
$2.93K - $3.16K
27K $1.4M
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
72
+ 0.37%
$2.89K - $3.12K
19.6K $1.02M
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
71
+ 0.39%
$2.85K - $3.07K
18.5K $959K
Jul 17, 2023 Q2 2023
Lbmc Investment Advisors, LLC

BUY
 -
69
+ 0.48%
$2.77K - $2.99K
14.4K $750K
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
66
+ 0.82%
$2.65K - $2.86K
8.11K $421K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
48
+ 0.49%
$1.93K - $2.08K
9.93K $516K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
43
+ 0.34%
$1.73K - $1.86K
12.7K $663K
Aug 08, 2023 Q2 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
42
+ 0.02%
$1.69K - $1.82K
215K $11.2M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
37
+ 0.26%
$1.49K - $1.6K
14.1K $731K
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
35
+ 0.47%
$1.41K - $1.51K
7.54K $392K
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
34
+ 0.2%
$1.37K - $1.47K
16.8K $871K
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
34
New
$1.37K - $1.47K
34 $1.77K
Jul 25, 2023 Q2 2023
Cowa, LLC

Tulsa, OK
BUY
 -
34
+ 0.22%
$1.37K - $1.47K
15.5K $806K
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
34
New
$1.37K - $1.47K
34 $1.77K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
32
New
$1.29K - $1.38K
32 $1.66K
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

BUY
 -
28
+ 0.53%
$1.12K - $1.21K
5.36K $279K
Jul 18, 2023 Q2 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
28
+ 0.27%
$1.12K - $1.21K
10.5K $548K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
28
+ 0.94%
$1.12K - $1.21K
3.02K $157K
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
27
+ 0.49%
$1.08K - $1.17K
5.49K $285K
Jul 27, 2023 Q2 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
27
New
$1.08K - $1.17K
27 $1.4K
Jul 07, 2023 Q2 2023
Grandview Asset Management LLC

BUY
 -
22
+ 0.35%
$884 - $952
6.36K $331K
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
21
+ 0.42%
$844 - $909
5.02K $261K
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
14
+ 0.05%
$562 - $606
29.7K $1.54M

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