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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.84K- 11.32% |
$72.8K - $85.8K
|
14.4K
$743K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.84K- 0.83% |
$72.9K - $86K
|
221K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.9K- 10.36% |
$75.2K - $88.6K
|
16.4K
$848K
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.9K- 9.32% |
$75.3K - $88.8K
|
18.5K
$955K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.06K- 4.74% |
$81.8K - $96.5K
|
41.4K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.16K- 1.38% |
$85.7K - $101K
|
155K
$8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.2K- 12.14% |
$87.2K - $103K
|
15.9K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.23K- 6.53% |
$88.2K - $104K
|
31.8K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.26K- 11.31% |
$89.7K - $106K
|
17.8K
$918K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.28K- 1.86% |
$90.2K - $106K
|
120K
$6.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.3K- 22.16% |
$91.1K - $107K
|
8.08K
$418K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.34K- 0.55% |
$92.9K - $110K
|
425K
$21.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.37K- 39.28% |
$93.9K - $111K
|
3.66K
$189K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.43K- 2.17% |
$96.1K - $113K
|
109K
$5.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.55K- 2.61% |
$101K - $119K
|
95K
$4.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.55K- 8.49% |
$101K - $119K
|
27.5K
$1.42M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.58K- 16.12% |
$102K - $120K
|
13.4K
$693K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.02K- 8.46% |
$120K - $141K
|
32.7K
$1.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.03K- 5.59% |
$120K - $141K
|
51.2K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.1K- 3.35% |
$123K - $145K
|
89.3K
$4.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.15K- 26.65% |
$125K - $147K
|
8.66K
$448K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.25K- 19.91% |
$129K - $152K
|
13.1K
$675K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.27K- 37.78% |
$130K - $153K
|
5.39K
$279K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.29K- 3.81% |
$130K - $154K
|
82.9K
$4.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 21.55% |
$131K - $155K
|
12K
$623K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.33K- 14.93% |
$132K - $156K
|
19K
$981K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.43K- 29.9% |
$136K - $160K
|
8.04K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.52K- 2.62% |
$139K - $164K
|
131K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.63K- 2.75% |
$144K - $169K
|
128K
$6.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.64K- 6.45% |
$144K - $170K
|
52.8K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3.67K- 7.45% |
$145K - $171K
|
45.6K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.82K- 5.03% |
$151K - $178K
|
72.2K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-3.85K- 15.41% |
$153K - $180K
|
21.2K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.9K- 1.02% |
$155K - $182K
|
379K
$19.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.08K- 28.96% |
$162K - $191K
|
10K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.12K- 0.49% |
$163K - $192K
|
834K
$43.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.14K- 39.79% |
$164K - $193K
|
6.26K
$324K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-4.22K- 8.43% |
$167K - $197K
|
45.9K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.24K- 1.71% |
$168K - $198K
|
244K
$12.6M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-4.27K- 69.17% |
$169K - $199K
|
1.9K
$98.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.33K- 11.44% |
$172K - $203K
|
33.5K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.51K- 2.59% |
$179K - $211K
|
170K
$8.76M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.79K- 3.02% |
$190K - $224K
|
154K
$7.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.08K- 1.36% |
$201K - $237K
|
367K
$19M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-5.09K- 33.61% |
$202K - $238K
|
10.1K
$520K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.59K- 56.04% |
$222K - $261K
|
4.39K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-5.69K- 21.03% |
$226K - $266K
|
21.4K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.92K- 0.51% |
$234K - $276K
|
1.16M
$59.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.05K- 25.67% |
$240K - $283K
|
17.5K
$906K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.08K- 21.32% |
$241K - $284K
|
22.4K
$1.16M
|