Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.81KNew |
$225K - $249K
|
5.81K
$302K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
5.8K+ 28.81% |
$224K - $248K
|
25.9K
$1.35M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.78K+ 2.03% |
$224K - $247K
|
291K
$15.1M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.73KNew |
$222K - $245K
|
5.73K
$297K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.69K+ 95.21% |
$220K - $243K
|
11.7K
$605K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.69K+ 95.21% |
$220K - $243K
|
11.7K
$605K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.68KNew |
$220K - $243K
|
5.68K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.61KNew |
$217K - $240K
|
5.61K
$291K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.6K+ 101.05% |
$217K - $240K
|
11.1K
$578K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5.39K+ 6.53% |
$209K - $231K
|
88K
$4.57M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.36K+ 14.67% |
$207K - $229K
|
41.9K
$2.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.3KNew |
$205K - $227K
|
5.3K
$275K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.2K+ 4.48% |
$201K - $222K
|
121K
$6.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.02KNew |
$194K - $215K
|
5.02K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.01KNew |
$194K - $214K
|
5.01K
$260K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5KNew |
$193K - $214K
|
5K
$259K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.97K+ 5.45% |
$192K - $212K
|
96.2K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.97KNew |
$192K - $212K
|
4.97K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.95KNew |
$191K - $212K
|
4.95K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.95KNew |
$191K - $211K
|
4.95K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.94KNew |
$191K - $211K
|
4.94K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.71K+ 7.93% |
$182K - $201K
|
64.1K
$3.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4.7K+ 21.21% |
$182K - $201K
|
26.8K
$1.39M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.6K+ 2.78% |
$178K - $197K
|
170K
$8.82M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.59K+ 136.59% |
$177K - $196K
|
7.95K
$412K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
4.54K+ 4.17% |
$176K - $194K
|
113K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.42K+ 9.87% |
$171K - $189K
|
49.2K
$2.55M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.34K+ 19.08% |
$168K - $185K
|
27.1K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.33K+ 2.28% |
$167K - $185K
|
194K
$10.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
4.18KNew |
$161K - $179K
|
4.18K
$217K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.14K+ 7809.43% |
$160K - $177K
|
4.19K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
4.11K+ 25.66% |
$159K - $176K
|
20.1K
$1.04M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.98K+ 2.74% |
$154K - $170K
|
149K
$7.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.77K+ 0.63% |
$146K - $161K
|
604K
$31.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.68K+ 18.73% |
$142K - $157K
|
23.3K
$1.21M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.58K+ 2.41% |
$139K - $153K
|
152K
$7.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
3.53K+ 2.83% |
$136K - $151K
|
128K
$6.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.48K+ 33.16% |
$135K - $149K
|
14K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.31K+ 16.83% |
$128K - $142K
|
23K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 6.27% |
$122K - $135K
|
53.5K
$2.78M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.04K+ 16.67% |
$118K - $130K
|
21.3K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.01K+ 6.9% |
$116K - $129K
|
46.6K
$2.42M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.98K+ 13.62% |
$115K - $128K
|
24.9K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.97K+ 1.61% |
$115K - $127K
|
187K
$9.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.87K+ 3828.0% |
$111K - $123K
|
2.95K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.83K+ 3.46% |
$110K - $121K
|
84.6K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.83K+ 1.81% |
$110K - $121K
|
159K
$8.27M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.74K+ 2.23% |
$106K - $117K
|
125K
$6.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.61K+ 31.03% |
$101K - $112K
|
11K
$571K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.52K+ 5.17% |
$97.4K - $108K
|
51.2K
$2.66M
|