Purchases and Sales Made in Q4 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 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 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
34
+ 3.32%
$1.35K - $1.59K
1.06K $54.7K
Jan 31, 2024 Q4 2023
Twin Capital Management Inc

BUY
 -
33
+ 0.31%
$1.31K - $1.54K
10.7K $555K
Feb 05, 2024 Q4 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
32
+ 0.19%
$1.27K - $1.5K
16.7K $864K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
31
+ 0.61%
$1.23K - $1.45K
5.09K $263K
Jan 12, 2024 Q4 2023
Kraematon Investment Advisors, Inc

BUY
 -
29
+ 0.26%
$1.15K - $1.36K
11.1K $573K
Jan 11, 2024 Q4 2023
Grandview Asset Management LLC

BUY
 -
22
+ 0.34%
$872 - $1.03K
6.55K $339K
Feb 05, 2024 Q4 2023
Camden Capital, LLC

BUY
 -
21
+ 0.16%
$832 - $981
12.8K $663K
Feb 12, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
20
+ 0.04%
$793 - $935
54.9K $2.83M
Jan 18, 2024 Q4 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
18
+ 0.45%
$713 - $841
4.01K $207K
Feb 02, 2024 Q4 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
17
+ 0.08%
$674 - $794
20.9K $1.08M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
6
+ 0.23%
$238 - $280
2.56K $132K
Apr 16, 2024 Q4 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
6
+ 0.09%
$238 - $280
6.38K $330K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
5
+ 0.05%
$198 - $234
10K $518K
Feb 12, 2024 Q4 2023
Mcdonald Partners LLC

BUY
 -
5
+ 0.04%
$198 - $234
12.2K $630K
Jan 24, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
3
+ 0.06%
$119 - $140
4.87K $252K
Jan 25, 2024 Q4 2023
Redw Wealth LLC

BUY
 -
2
+ 0.01%
$79.3 - $93.5
27.4K $1.42M
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 0.23%
$79.3 - $93.5
857 $44.3K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
1
New
$39.6 - $46.7
1 $51.7
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1
+ 0.0%
$39.6 - $46.7
44.4K $2.29M
Jan 22, 2024 Q4 2023
Wolf Group Capital Advisors

SELL
 -
-1
- 0.01%
$39.6 - $46.7
9.47K $489K
Jan 25, 2024 Q4 2023
E&G Advisors, LP

SELL
 -
-2
- 0.01%
$79.3 - $93.5
31.3K $1.62M
Jan 09, 2024 Q4 2023
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-7
- 0.09%
$277 - $327
8K $414K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

SELL
 -
-7
- 28.0%
$277 - $327
18 $930
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

SELL
 -
-8
- 0.15%
$317 - $374
5.42K $280K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-11
- 0.88%
$436 - $514
1.23K $63.8K
Jan 10, 2024 Q4 2023
Crescent Sterling, Ltd.

Metairie, LA
SELL
 -
-15
- 0.15%
$594 - $701
10.2K $529K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

SELL
 -
-15
- 0.3%
$594 - $701
4.93K $255K
Jan 08, 2024 Q4 2023
Juncture Wealth Strategies, LLC

SELL
 -
-15
- 0.01%
$594 - $701
206K $10.7M
Jan 12, 2024 Q4 2023
Lantz Financial LLC

SELL
 -
-18
- 0.12%
$713 - $841
14.4K $746K
Jan 12, 2024 Q4 2023
Rda Financial Network

SELL
 -
-19
- 0.02%
$753 - $888
85.7K $4.43M
Jan 19, 2024 Q4 2023
Sharper & Granite LLC

El Segundo, CA
SELL
 -
-20
- 0.25%
$793 - $935
8.12K $419K
Jan 30, 2024 Q4 2023
Goodman Advisory Group, LLC

SELL
 -
-26
- 9.59%
$1.03K - $1.21K
245 $12.7K
Jan 19, 2024 Q4 2023
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-28
- 0.48%
$1.11K - $1.31K
5.8K $299K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-28
- 33.33%
$1.11K - $1.31K
56 $2.89K
Feb 07, 2024 Q4 2023
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-30
- 0.13%
$1.19K - $1.4K
22.3K $1.15M
Jan 16, 2024 Q4 2023
Wolff Wiese Magana LLC

SELL
 -
-33
- 4.81%
$1.31K - $1.54K
653 $33.7K
Jan 16, 2024 Q4 2023
Helen Stephens Group, LLC

SELL
 -
-38
- 0.48%
$1.51K - $1.78K
7.9K $408K
Feb 05, 2024 Q4 2023
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-40
- 0.11%
$1.59K - $1.87K
35.8K $1.85M
Jan 30, 2024 Q4 2023
Dgs Capital Management, LLC

SELL
 -
-55
- 0.91%
$2.18K - $2.57K
5.99K $310K
Jan 08, 2024 Q4 2023
Wallace Advisory Group, LLC

Lafayette, CA
SELL
 -
-68
- 0.59%
$2.69K - $3.18K
11.5K $596K
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

SELL
 -
-75
- 0.51%
$2.97K - $3.5K
14.5K $751K
Feb 02, 2024 Q4 2023
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-75
- 0.45%
$2.97K - $3.5K
16.6K $857K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

SELL
 -
-78
- 0.97%
$3.09K - $3.64K
8K $414K
Feb 14, 2024 Q4 2023
Index Fund Advisors, Inc.

SELL
 -
-80
- 0.25%
$3.17K - $3.74K
32.1K $1.66M
Feb 13, 2024 Q4 2023
Keybank National Association

SELL
 -
-82
- 1.6%
$3.25K - $3.83K
5.04K $261K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-91
- 9.11%
$3.61K - $4.25K
908 $46.9K
Feb 12, 2024 Q4 2023
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-107
- 1.3%
$4.24K - $5K
8.16K $421K
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-108
- 1.34%
$4.28K - $5.05K
7.95K $411K
Jan 09, 2024 Q4 2023
Beacon Capital Management, LLC

SELL
 -
-113
- 90.4%
$4.48K - $5.28K
12 $620

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