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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-506- 9.06% |
$20.1K - $23.6K
|
5.08K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-524- 61.72% |
$20.8K - $24.5K
|
325
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-530- 0.83% |
$21K - $24.8K
|
63.5K
$3.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-556- 0.23% |
$22K - $26K
|
245K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-582- 2.25% |
$23.1K - $27.2K
|
25.2K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-607- 5.3% |
$24.1K - $28.4K
|
10.9K
$579K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-616- 4.4% |
$24.4K - $28.8K
|
13.4K
$713K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-650- 2.75% |
$25.8K - $30.4K
|
23K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-654- 6.85% |
$25.9K - $30.6K
|
8.89K
$474K
|
|
|
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
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-687- 0.74% |
$27.2K - $32.1K
|
92.5K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-693- 2.25% |
$27.5K - $32.4K
|
30.1K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-703- 10.31% |
$27.9K - $32.9K
|
6.11K
$326K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-721- 0.45% |
$28.6K - $33.7K
|
161K
$8.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-751- 0.76% |
$29.8K - $35.1K
|
98.2K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-762- 1.97% |
$30.2K - $35.6K
|
38K
$2.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-779- 5.36% |
$30.9K - $36.4K
|
13.7K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-783- 1.02% |
$31K - $36.6K
|
76.2K
$4.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-832- 6.58% |
$33K - $38.9K
|
11.8K
$630K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-843- 1.45% |
$33.4K - $39.4K
|
57.3K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-860- 11.12% |
$34.1K - $40.2K
|
6.87K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-877- 5.25% |
$34.8K - $41K
|
15.8K
$844K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-891- 4.87% |
$35.3K - $41.6K
|
17.4K
$927K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-913- 1.01% |
$36.2K - $42.7K
|
89.4K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-937- 2.87% |
$37.1K - $43.8K
|
31.8K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-940- 0.17% |
$37.3K - $43.9K
|
556K
$29.6M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-942- 4.39% |
$37.3K - $44K
|
20.5K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-951- 0.29% |
$37.7K - $44.4K
|
322K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-951- 7.89% |
$37.7K - $44.4K
|
11.1K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-968- 1.12% |
$38.4K - $45.2K
|
85.8K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-977- 16.05% |
$38.7K - $45.7K
|
5.11K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-986- 12.34% |
$39.1K - $46.1K
|
7K
$373K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-999- 2.56% |
$39.6K - $46.7K
|
38K
$2.03M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1K- 3.71% |
$39.6K - $46.7K
|
25.9K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.01K- 7.92% |
$39.8K - $47K
|
11.7K
$623K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.05K- 12.32% |
$41.7K - $49.2K
|
7.49K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.07K- 13.21% |
$42.3K - $49.9K
|
7.01K
$374K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.13K- 1.31% |
$44.7K - $52.7K
|
84.8K
$4.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.16K- 0.97% |
$45.9K - $54.1K
|
118K
$6.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.16K- 6.33% |
$46.1K - $54.4K
|
17.2K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.18K- 12.36% |
$46.9K - $55.3K
|
8.39K
$447K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.19K- 5.34% |
$47.3K - $55.7K
|
21.2K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.22K- 3.9% |
$48.3K - $57K
|
30.1K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 59.84% |
$48.5K - $57.2K
|
822
$43.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.26K- 6.7% |
$50K - $58.9K
|
17.6K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.29K- 14.13% |
$51.2K - $60.3K
|
7.85K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.3K- 4.42% |
$51.6K - $60.8K
|
28.1K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.34K- 20.85% |
$52.9K - $62.4K
|
5.07K
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.35K- 33.17% |
$53.5K - $63.1K
|
2.72K
$145K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.38K- 0.26% |
$54.6K - $64.3K
|
537K
$28.6M
|