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 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.23K+ 1.39% |
$247K - $291K
|
453K
$23.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
6.17KNew |
$244K - $288K
|
6.17K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.08K+ 1.89% |
$241K - $284K
|
327K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.05K+ 15.07% |
$240K - $283K
|
46.2K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5.98KNew |
$237K - $279K
|
5.98K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.83K+ 3.27% |
$231K - $272K
|
184K
$9.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
5.81K+ 1.74% |
$230K - $272K
|
340K
$17.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.56K+ 6.18% |
$220K - $260K
|
95.6K
$4.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.54K+ 21.59% |
$219K - $259K
|
31.2K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
5.54K+ 1.93% |
$219K - $259K
|
293K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.43KNew |
$215K - $254K
|
5.43K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.43K+ 2.93% |
$215K - $254K
|
191K
$9.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
5.4K+ 54.02% |
$214K - $252K
|
15.4K
$800K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
5.37K+ 40.7% |
$213K - $251K
|
18.6K
$964K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.33KNew |
$211K - $249K
|
5.33K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.29KNew |
$210K - $247K
|
5.29K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
5.29KNew |
$210K - $247K
|
5.29K
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.2KNew |
$206K - $243K
|
5.2K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.19K+ 1.96% |
$206K - $243K
|
270K
$14M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.15KNew |
$204K - $241K
|
5.15K
$268K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.14KNew |
$204K - $240K
|
5.14K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.97K+ 6.9% |
$197K - $232K
|
76.9K
$4M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.97K+ 4.33% |
$197K - $232K
|
120K
$6.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.89K+ 2.62% |
$194K - $228K
|
192K
$9.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
4.84K+ 3.17% |
$192K - $226K
|
157K
$8.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.8KNew |
$190K - $224K
|
4.8K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4.72KNew |
$187K - $221K
|
4.72K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.71KNew |
$186K - $220K
|
4.71K
$245K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.69K+ 24.08% |
$186K - $219K
|
24.2K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.67KNew |
$185K - $218K
|
4.67K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.67KNew |
$185K - $218K
|
4.67K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.65KNew |
$184K - $217K
|
4.65K
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.64KNew |
$184K - $217K
|
4.64K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.6KNew |
$182K - $215K
|
4.6K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.6KNew |
$182K - $215K
|
4.6K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.59K+ 19.52% |
$182K - $215K
|
28.1K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.59KNew |
$182K - $215K
|
4.59K
$239K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.56K+ 3.85% |
$181K - $213K
|
123K
$6.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.54KNew |
$180K - $212K
|
4.54K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.45KNew |
$176K - $208K
|
4.45K
$231K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.41KNew |
$175K - $206K
|
4.41K
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.4KNew |
$174K - $206K
|
4.4K
$229K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.38KNew |
$173K - $204K
|
4.38K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.32KNew |
$171K - $202K
|
4.32K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.24K+ 6.36% |
$168K - $198K
|
70.8K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.22KNew |
$167K - $197K
|
4.22K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.17K+ 6.1% |
$165K - $195K
|
72.6K
$3.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.9K+ 12.99% |
$155K - $182K
|
33.9K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.64K+ 6.74% |
$144K - $170K
|
57.7K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.64K+ 1.31% |
$144K - $170K
|
280K
$14.6M
|