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 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-119- 1.6% |
$4.72K - $5.56K
|
7.34K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-129- 1.78% |
$5.11K - $6.03K
|
7.11K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-129- 1.67% |
$5.11K - $6.03K
|
7.59K
$392K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-137- 0.18% |
$5.43K - $6.4K
|
75.6K
$3.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-137- 36.34% |
$5.43K - $6.4K
|
240
$12.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-144- 2.79% |
$5.71K - $6.73K
|
5.02K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-148- 0.69% |
$5.87K - $6.92K
|
21.4K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-149- 2.29% |
$5.9K - $6.96K
|
6.35K
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-149- 0.11% |
$5.9K - $6.96K
|
129K
$6.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-166- 2.36% |
$6.58K - $7.76K
|
6.86K
$355K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-174- 2.55% |
$6.9K - $8.13K
|
6.64K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-176- 1.85% |
$6.97K - $8.22K
|
9.34K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-180- 3.51% |
$7.13K - $8.41K
|
4.95K
$256K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-180- 1.66% |
$7.13K - $8.41K
|
10.7K
$552K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-180- 3.51% |
$7.13K - $8.41K
|
4.95K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-188- 0.54% |
$7.45K - $8.79K
|
34.9K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 8.58% |
$7.93K - $9.35K
|
2.13K
$110K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-218- 1.8% |
$8.64K - $10.2K
|
11.9K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-237- 3.81% |
$9.39K - $11.1K
|
5.99K
$309K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-237- 0.61% |
$9.39K - $11.1K
|
38.4K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-239- 0.91% |
$9.47K - $11.2K
|
25.9K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-245- 2.01% |
$9.71K - $11.4K
|
12K
$618K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-247- 4.59% |
$9.79K - $11.5K
|
5.13K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-255- 11.28% |
$10.1K - $11.9K
|
2.01K
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-279- 5.66% |
$11.1K - $13K
|
4.65K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-281- 3.47% |
$11.1K - $13.1K
|
7.83K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-291- 1.56% |
$11.5K - $13.6K
|
18.3K
$946K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-306- 3.52% |
$12.1K - $14.3K
|
8.39K
$433K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-325- 2.61% |
$12.9K - $15.2K
|
12.1K
$626K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-331- 0.93% |
$13.1K - $15.5K
|
35.2K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-341- 0.16% |
$13.5K - $15.9K
|
213K
$11M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-359- 0.29% |
$14.2K - $16.8K
|
125K
$6.48M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$16.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$16.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-396- 0.22% |
$15.7K - $18.5K
|
176K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-398- 1.03% |
$15.8K - $18.6K
|
38.3K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-407- 3.0% |
$16.1K - $19K
|
13.1K
$679K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-412- 1.58% |
$16.3K - $19.3K
|
25.7K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-431- 4.17% |
$17.1K - $20.1K
|
9.9K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-485- 0.68% |
$19.2K - $22.7K
|
70.9K
$3.66M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-506- 9.06% |
$20.1K - $23.6K
|
5.08K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-524- 61.72% |
$20.8K - $24.5K
|
325
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-530- 0.83% |
$21K - $24.8K
|
63.5K
$3.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-556- 0.23% |
$22K - $26K
|
245K
$12.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-582- 2.25% |
$23.1K - $27.2K
|
25.2K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-607- 5.3% |
$24.1K - $28.4K
|
10.9K
$561K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-616- 4.4% |
$24.4K - $28.8K
|
13.4K
$691K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-650- 2.75% |
$25.8K - $30.4K
|
23K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-654- 6.85% |
$25.9K - $30.6K
|
8.89K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-654- 8.78% |
$25.9K - $30.6K
|
6.8K
$351K
|