Purchases and Sales Made in Q2 2023 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV) during Q2 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
Aug 14, 2023 Q2 2023
Permanens Capital L.P.

New York, NY
BUY
 -
4.13K
+ 23.82%
$166K - $179K
21.5K $1.12M
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
4.06K
+ 2.39%
$163K - $176K
174K $9.01M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
3.98K
+ 58.7%
$160K - $172K
10.8K $558K
Aug 30, 2023 Q2 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
3.91K
+ 26.64%
$157K - $169K
18.6K $964K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
3.89K
+ 3.07%
$156K - $168K
131K $6.78M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
3.87K
New
$155K - $167K
3.87K $201K
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
3.82K
+ 1.25%
$154K - $165K
311K $16.1M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
3.77K
New
$151K - $163K
3.77K $195K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
3.76K
New
$151K - $163K
3.76K $195K
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
3.64K
+ 83.72%
$146K - $158K
7.99K $415K
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
3.56K
+ 1.99%
$143K - $154K
182K $9.44M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.51K
+ 59.82%
$141K - $152K
9.36K $486K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
3.41K
+ 10.69%
$137K - $148K
35.4K $1.83M
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
3.31K
+ 15.29%
$133K - $143K
25K $1.3M
Jul 14, 2023 Q2 2023
Imc Chicago, LLC

BUY
 -
3.24K
+ 12.51%
$130K - $140K
29.2K $1.51M
Jul 13, 2023 Q2 2023
Riversedge Advisors, LLC

BUY
 -
3.2K
+ 0.62%
$129K - $139K
522K $27.1M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
3.06K
+ 21.89%
$123K - $132K
17.1K $885K
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
3.03K
New
$122K - $131K
3.03K $157K
Aug 04, 2023 Q2 2023
N.E.W. Advisory Services LLC

BUY
 -
2.99K
+ 0.2%
$120K - $129K
1.48M $76.9M
Jan 02, 2024 Q2 2023
Pecaut & Co.

BUY
 -
2.94K
+ 1.93%
$118K - $127K
155K $8.07M
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
2.82K
New
$113K - $122K
2.82K $146K
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
2.76K
+ 6.35%
$111K - $119K
46.2K $2.4M
Jul 21, 2023 Q2 2023
Hills Bank & Trust CO

BUY
 -
2.75K
+ 65.94%
$111K - $119K
6.93K $359K
Aug 02, 2023 Q2 2023
Wambolt & Associates, LLC

BUY
 -
2.72K
+ 9.49%
$109K - $117K
31.3K $1.63M
Jul 19, 2023 Q2 2023
Bcs Wealth Management

BUY
 -
2.65K
+ 2.69%
$107K - $115K
101K $5.26M
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
2.62K
+ 3.2%
$105K - $113K
84.4K $4.38M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.61K
New
$105K - $113K
2.61K $136K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
2.56K
+ 5.33%
$103K - $111K
50.5K $2.62M
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

BUY
 -
2.53K
+ 17.95%
$102K - $110K
16.7K $864K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
2.52K
+ 4.46%
$101K - $109K
59.1K $3.07M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.51K
+ 50.51%
$101K - $109K
7.48K $388K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.49K
+ 1.39%
$100K - $108K
182K $9.42M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.47K
+ 2.96%
$99.1K - $107K
85.8K $4.45M
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
2.46K
+ 19.07%
$98.8K - $106K
15.4K $797K
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
2.44K
+ 1.72%
$98.1K - $106K
144K $7.49M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.43K
+ 3.81%
$97.4K - $105K
66K $3.43M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
2.39K
+ 6.28%
$96.2K - $104K
40.5K $2.1M
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
2.28K
+ 8.44%
$91.7K - $98.8K
29.3K $1.52M
Jul 27, 2023 Q2 2023
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
2.26K
+ 11.0%
$90.6K - $97.6K
22.8K $1.18M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.2K
+ 27.71%
$88.5K - $95.3K
10.1K $527K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.11K
+ 17.52%
$84.7K - $91.3K
14.1K $734K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.04K
+ 7570.37%
$82.1K - $88.4K
2.07K $107K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
1.97K
+ 6.78%
$79.1K - $85.2K
31K $1.61M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.96K
+ 39.63%
$78.6K - $84.7K
6.9K $358K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
1.96K
+ 0.7%
$78.5K - $84.6K
280K $14.5M
Jul 19, 2023 Q2 2023
Wallington Asset Management, LLC

BUY
 -
1.92K
+ 12.02%
$77.1K - $83.1K
17.9K $928K
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
1.81K
New
$72.5K - $78.1K
1.81K $93.7K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
1.78K
+ 3.76%
$71.3K - $76.8K
48.9K $2.54M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.74K
+ 1.83%
$69.7K - $75.1K
96.5K $5.01M

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