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 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 1.65% |
$143K - $169K
|
222K
$11.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.51K+ 51.71% |
$139K - $164K
|
10.3K
$535K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.43K+ 2.3% |
$136K - $160K
|
153K
$7.94M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.43K+ 2.3% |
$136K - $160K
|
153K
$7.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3.42K+ 0.87% |
$135K - $160K
|
398K
$20.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.17K+ 17.23% |
$126K - $148K
|
21.6K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3K+ 2.83% |
$119K - $140K
|
109K
$5.67M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.84KNew |
$113K - $133K
|
2.84K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.77K+ 18.13% |
$110K - $129K
|
18K
$938K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.73K+ 1.13% |
$108K - $128K
|
245K
$12.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.71K+ 2.08% |
$107K - $126K
|
133K
$6.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.67K+ 1.05% |
$106K - $125K
|
257K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.57K+ 44.63% |
$102K - $120K
|
8.33K
$433K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.57KNew |
$102K - $120K
|
2.57K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.45K+ 17.9% |
$97.2K - $115K
|
16.2K
$840K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.35K+ 0.39% |
$93.2K - $110K
|
608K
$31.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2.27K+ 8.39% |
$89.8K - $106K
|
29.3K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.26K+ 9.15% |
$89.4K - $105K
|
26.9K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.26K+ 1.85% |
$89.4K - $105K
|
124K
$6.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2.2KNew |
$87.3K - $103K
|
2.2K
$115K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 99.0% |
$85.9K - $101K
|
4.36K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.02KNew |
$80.1K - $94.5K
|
2.02K
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.01K+ 134.04% |
$79.7K - $94K
|
3.51K
$183K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.98KNew |
$78.5K - $92.5K
|
1.98K
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.93K+ 4.04% |
$76.5K - $90.2K
|
49.7K
$2.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.93K+ 4.4% |
$76.5K - $90.2K
|
45.8K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.82K+ 5.52% |
$72.2K - $85.2K
|
34.8K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.82K+ 14.31% |
$72K - $85K
|
14.5K
$755K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.78K+ 20.94% |
$70.4K - $83K
|
10.3K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.77K+ 13.75% |
$70K - $82.6K
|
14.6K
$760K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.74K+ 173.75% |
$69K - $81.4K
|
2.74K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.68K+ 4.25% |
$66.7K - $78.6K
|
41.2K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.68K+ 1.96% |
$66.5K - $78.4K
|
87.2K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.64KNew |
$65.2K - $76.8K
|
1.64K
$85.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 1.62% |
$64.9K - $76.5K
|
103K
$5.34M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.64KNew |
$64.8K - $76.4K
|
1.64K
$85K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.59K+ 0.51% |
$63.1K - $74.3K
|
311K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.56K+ 23.32% |
$62K - $73.1K
|
8.27K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.52K+ 27.49% |
$60.3K - $71.1K
|
7.06K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 144.17% |
$56.4K - $66.5K
|
2.41K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.35K+ 18.49% |
$53.3K - $62.9K
|
8.62K
$448K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 4.17% |
$52.9K - $62.3K
|
33.3K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32K+ 7.18% |
$52.1K - $61.4K
|
19.6K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.29K+ 0.74% |
$51.2K - $60.4K
|
177K
$9.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.27KNew |
$50.2K - $59.2K
|
1.27K
$65.8K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 19.8% |
$48.4K - $57.1K
|
7.39K
$384K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.17K+ 16.48% |
$46.2K - $54.4K
|
8.23K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.16KNew |
$45.9K - $54.2K
|
1.16K
$60.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.16KNew |
$45.8K - $54K
|
1.16K
$60K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.13K+ 9.09% |
$44.8K - $52.9K
|
13.6K
$706K
|