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 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.12KNew |
$44.5K - $52.4K
|
1.12K
$58.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.06K+ 28.23% |
$42K - $49.5K
|
4.82K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.04K+ 2.1% |
$41.4K - $48.8K
|
50.9K
$2.64M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1K+ 105.26% |
$39.6K - $46.7K
|
1.95K
$101K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
980+ 35.57% |
$38.8K - $45.8K
|
3.74K
$194K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
949+ 12.86% |
$37.6K - $44.3K
|
8.33K
$433K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
919+ 6.21% |
$36.4K - $42.9K
|
15.7K
$817K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
917+ 0.89% |
$36.3K - $42.9K
|
103K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
910+ 7.2% |
$36.1K - $42.5K
|
13.6K
$705K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
887+ 15.82% |
$35.2K - $41.4K
|
6.49K
$338K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
879+ 3.16% |
$34.8K - $41.1K
|
28.7K
$1.49M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
831New |
$32.9K - $38.8K
|
831
$43.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
831+ 8.25% |
$32.9K - $38.8K
|
10.9K
$567K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
BUY
|
- |
827+ 10.16% |
$32.8K - $38.6K
|
8.97K
$466K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
815+ 0.83% |
$32.3K - $38.1K
|
98.5K
$5.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
803+ 75.12% |
$31.8K - $37.5K
|
1.87K
$97.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
786New |
$31.1K - $36.7K
|
786
$40.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
768+ 76800.0% |
$30.4K - $35.9K
|
769
$40K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
751+ 3.52% |
$29.8K - $35.1K
|
22.1K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
705+ 11.6% |
$27.9K - $32.9K
|
6.78K
$353K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
685+ 1.19% |
$27.1K - $32K
|
58.4K
$3.04M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
665+ 2.11% |
$26.4K - $31.1K
|
32.2K
$1.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
633+ 7.76% |
$25.1K - $29.6K
|
8.8K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
625New |
$24.8K - $29.2K
|
625
$32.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
605New |
$24K - $28.3K
|
605
$31.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
596+ 3.02% |
$23.6K - $27.9K
|
20.3K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
595New |
$23.6K - $27.8K
|
595
$30.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
590+ 4.43% |
$23.4K - $27.6K
|
13.9K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
579+ 904.69% |
$22.9K - $27.1K
|
643
$33.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
569New |
$22.5K - $26.6K
|
569
$29.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
568+ 1.52% |
$22.5K - $26.5K
|
37.9K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
567+ 60.9% |
$22.5K - $26.5K
|
1.5K
$77.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
551New |
$21.8K - $25.7K
|
551
$28.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
544New |
$21.6K - $25.4K
|
544
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
544New |
$21.6K - $25.4K
|
544
$28.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
543+ 5.77% |
$21.5K - $25.4K
|
9.96K
$518K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
514New |
$20.4K - $24K
|
514
$26.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
512+ 3.82% |
$20.3K - $23.9K
|
13.9K
$723K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
511+ 3.29% |
$20.3K - $23.9K
|
16K
$833K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
510+ 1.15% |
$20.2K - $23.8K
|
45K
$2.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
480New |
$19K - $22.4K
|
480
$25K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
474New |
$18.8K - $22.2K
|
474
$24.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
462New |
$18.3K - $21.6K
|
462
$24K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
462+ 1.51% |
$18.3K - $21.6K
|
31.1K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
448New |
$17.8K - $20.9K
|
448
$23.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
445+ 0.23% |
$17.6K - $20.8K
|
194K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
439+ 0.21% |
$17.4K - $20.5K
|
210K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
433+ 541.25% |
$17.2K - $20.2K
|
513
$26.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
408+ 7.73% |
$16.2K - $19.1K
|
5.68K
$295K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
386+ 0.29% |
$15.3K - $18K
|
131K
$6.84M
|