Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.78M+ 202.17% |
$348M - $410M
|
13.1M
$678M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.39M+ 29780.54% |
$174M - $205M
|
4.41M
$228M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.64M+ 76.76% |
$144M - $170M
|
8.39M
$434M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.27M+ 681.5% |
$129M - $153M
|
3.75M
$194M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.17M+ 11.28% |
$126M - $148M
|
31.3M
$1.62B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.61M+ 94.9% |
$103M - $122M
|
5.35M
$277M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.36MNew |
$93.5M - $110M
|
2.36M
$122M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21M+ 43.52% |
$87.4M - $103M
|
7.28M
$376M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.83M+ 68.51% |
$72.5M - $85.5M
|
4.5M
$232M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1.41M+ 159.53% |
$56M - $66.1M
|
2.3M
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32M+ 17.86% |
$52.4M - $61.8M
|
8.73M
$451M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.29M+ 2377.4% |
$51.2M - $60.3M
|
1.35M
$69.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.17M+ 245.85% |
$46.5M - $54.9M
|
1.65M
$85.3M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.17M+ 304.72% |
$46.3M - $54.6M
|
1.55M
$80.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
940K+ 1.28% |
$37.2M - $43.9M
|
74.4M
$3.85B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
866K+ 22.97% |
$34.3M - $40.5M
|
4.64M
$240M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
808K+ 4.55% |
$32M - $37.7M
|
18.6M
$959M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
792K+ 22.29% |
$31.4M - $37M
|
4.34M
$224M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
643KNew |
$25.5M - $30M
|
643K
$33.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
520K+ 18.3% |
$20.6M - $24.3M
|
3.36M
$174M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
485KNew |
$19.2M - $22.7M
|
485K
$25.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
475KNew |
$18.8M - $22.2M
|
475K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
443K+ 7.28% |
$17.5M - $20.7M
|
6.52M
$337M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
435KNew |
$17.2M - $20.3M
|
435K
$22.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
403KNew |
$16M - $18.8M
|
403K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
402K+ 32.55% |
$15.9M - $18.8M
|
1.64M
$84.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
390K+ 57.5% |
$15.5M - $18.2M
|
1.07M
$55.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
370K+ 3246.76% |
$14.6M - $17.3M
|
381K
$19.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
356KNew |
$14.1M - $16.6M
|
356K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
352K+ 12.3% |
$13.9M - $16.4M
|
3.21M
$166M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
351K+ 237.08% |
$13.9M - $16.4M
|
499K
$25.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
338K+ 55.19% |
$13.4M - $15.8M
|
951K
$49.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
334K+ 17.71% |
$13.2M - $15.6M
|
2.22M
$115M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
305K+ 408.06% |
$12.1M - $14.3M
|
380K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
304K+ 129.15% |
$12M - $14.2M
|
539K
$27.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
298K+ 8.81% |
$11.8M - $13.9M
|
3.68M
$190M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
282KNew |
$11.2M - $13.2M
|
282K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
282KNew |
$11.2M - $13.2M
|
282K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
281KNew |
$11.2M - $13.2M
|
281K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
275K+ 10.09% |
$10.9M - $12.8M
|
3M
$155M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
272KNew |
$10.8M - $12.7M
|
272K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
242KNew |
$9.61M - $11.3M
|
242K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
240K+ 41.36% |
$9.5M - $11.2M
|
819K
$42.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
239KNew |
$9.45M - $11.1M
|
239K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
235K+ 15.49% |
$9.31M - $11M
|
1.75M
$90.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
228KNew |
$9.03M - $10.6M
|
228K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
227K+ 340.55% |
$9.01M - $10.6M
|
294K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
224K+ 17.59% |
$8.89M - $10.5M
|
1.5M
$77.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
203KNew |
$8.03M - $9.47M
|
203K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189K+ 73.82% |
$7.48M - $8.82M
|
444K
$23M
|