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 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
170K+ 80.71% |
$6.72M - $7.93M
|
380K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
168K+ 38.03% |
$6.66M - $7.85M
|
610K
$31.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
159K+ 242.4% |
$6.31M - $7.44M
|
225K
$11.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
142K+ 63.56% |
$5.63M - $6.64M
|
366K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
135KNew |
$5.35M - $6.3M
|
135K
$7.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
134KNew |
$5.3M - $6.25M
|
134K
$6.95M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
127K+ 7.86% |
$5.05M - $5.96M
|
1.75M
$91M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
124K+ 3.53% |
$4.93M - $5.81M
|
3.65M
$190M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
111KNew |
$4.41M - $5.21M
|
111K
$5.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
111K+ 3.72% |
$4.39M - $5.17M
|
3.09M
$161M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
110K+ 3.38% |
$4.34M - $5.12M
|
3.35M
$174M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
106K+ 1525.45% |
$4.18M - $4.93M
|
112K
$5.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
103K+ 4.62% |
$4.06M - $4.79M
|
2.32M
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
102K+ 326.11% |
$4.06M - $4.79M
|
134K
$6.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
101K+ 4.79% |
$4M - $4.71M
|
2.21M
$115M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
98.9K+ 513.73% |
$3.92M - $4.62M
|
118K
$6.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.3K+ 10.09% |
$3.9M - $4.59M
|
1.07M
$55.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
97.2K+ 25.05% |
$3.85M - $4.54M
|
485K
$25.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
97.1K+ 112.99% |
$3.85M - $4.54M
|
183K
$9.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
96.1KNew |
$3.81M - $4.49M
|
96.1K
$5M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
93.3K+ 109.89% |
$3.7M - $4.36M
|
178K
$9.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
93.1K+ 11.7% |
$3.69M - $4.35M
|
889K
$46.2M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
92.8KNew |
$3.68M - $4.34M
|
92.8K
$4.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
90.9KNew |
$3.6M - $4.25M
|
90.9K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.1KNew |
$3.49M - $4.12M
|
88.1K
$4.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
86K+ 3.74% |
$3.41M - $4.02M
|
2.39M
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
85.6KNew |
$3.39M - $4M
|
85.6K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84.3K+ 79.76% |
$3.34M - $3.94M
|
190K
$9.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
80K+ 360.4% |
$3.17M - $3.74M
|
102K
$5.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
79.5K+ 27.71% |
$3.15M - $3.71M
|
366K
$19M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
76.7KNew |
$3.04M - $3.58M
|
76.7K
$3.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.8K+ 34.2% |
$3M - $3.54M
|
298K
$15.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75.6K+ 6.3% |
$3M - $3.53M
|
1.28M
$66.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.2K+ 1.3% |
$2.78M - $3.28M
|
5.46M
$284M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
69.4KNew |
$2.75M - $3.24M
|
69.4K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68.7K+ 3.04% |
$2.72M - $3.21M
|
2.33M
$121M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
68.1K+ 10.96% |
$2.7M - $3.18M
|
690K
$35.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
67.9K+ 70.29% |
$2.69M - $3.17M
|
165K
$8.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
67.3K+ 4.46% |
$2.67M - $3.14M
|
1.57M
$81.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
66.8K+ 16.12% |
$2.65M - $3.12M
|
481K
$25M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
64.6KNew |
$2.56M - $3.02M
|
64.6K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
62.5KNew |
$2.48M - $2.92M
|
62.5K
$3.25M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
61.9K+ 63.46% |
$2.45M - $2.89M
|
160K
$8.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.9K+ 6.74% |
$2.45M - $2.89M
|
980K
$50.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
61.8K+ 63.34% |
$2.45M - $2.89M
|
159K
$8.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
58.4K+ 11.02% |
$2.32M - $2.73M
|
589K
$30.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
58.1K+ 8.4% |
$2.3M - $2.72M
|
750K
$39M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
57.8K+ 9.08% |
$2.29M - $2.7M
|
694K
$36.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.5K+ 24.57% |
$2.28M - $2.69M
|
292K
$15.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.9K+ 42.74% |
$2.02M - $2.38M
|
170K
$8.83M
|