Purchases and Sales Made in Q3 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 Q3 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
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
418
+ 5.51%
$17.2K - $18.7K
8.01K $409K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
371
+ 42.45%
$15.3K - $16.6K
1.25K $63.5K
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

BUY
 -
360
New
$14.8K - $16.1K
360 $18.4K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
346
+ 0.36%
$14.2K - $15.5K
97.7K $4.98M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
344
+ 52.52%
$14.2K - $15.4K
999 $51K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
317
New
$13K - $14.2K
317 $16.2K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
315
+ 0.55%
$13K - $14.1K
57.7K $2.94M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
311
+ 4.05%
$12.8K - $13.9K
7.99K $408K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
300
+ 3.87%
$12.3K - $13.4K
8.05K $411K
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
291
+ 1.59%
$12K - $13K
18.6K $950K
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
261
+ 0.62%
$10.7K - $11.7K
42.1K $2.15M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
256
+ 3.42%
$10.5K - $11.4K
7.73K $395K
Oct 30, 2023 Q3 2023
Cowa, LLC

Tulsa, OK
BUY
 -
246
+ 1.59%
$10.1K - $11K
15.8K $804K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
243
+ 0.36%
$10K - $10.9K
68.4K $3.49M
Oct 17, 2023 Q3 2023
Paladin Advisory Group, LLC

BUY
 -
220
+ 360.66%
$9.05K - $9.83K
281 $14.3K
Nov 06, 2023 Q3 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
206
+ 0.4%
$8.48K - $9.21K
52.2K $2.66M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
200
+ 24.27%
$8.23K - $8.94K
1.02K $52.3K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
200
+ 909.09%
$8.23K - $8.94K
222 $11.3K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
200
+ 24.27%
$8.23K - $8.94K
1.02K $52.3K
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
200
+ 1.08%
$8.23K - $8.94K
18.7K $952K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
190
+ 0.22%
$7.82K - $8.49K
86K $4.39M
Nov 15, 2023 Q3 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
189
+ 0.21%
$7.78K - $8.45K
90.3K $4.61M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
180
+ 0.33%
$7.41K - $8.04K
54.3K $2.77M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
180
+ 3.64%
$7.41K - $8.04K
5.13K $262K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
175
+ 0.51%
$7.2K - $7.82K
34.3K $1.75M
Oct 27, 2023 Q3 2023
Grandview Asset Management LLC

BUY
 -
172
+ 2.71%
$7.08K - $7.69K
6.53K $333K
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
165
New
$6.79K - $7.37K
165 $8.42K
Oct 10, 2023 Q3 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
155
+ 1.01%
$6.38K - $6.93K
15.5K $792K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
154
New
$6.34K - $6.88K
154 $7.86K
Oct 19, 2023 Q3 2023
Sfg Wealth Management, Llc.

BUY
 -
151
+ 3.01%
$6.21K - $6.75K
5.17K $264K
Jun 28, 2024 Q3 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
150
+ 18.75%
$6.17K - $6.7K
950 $48.5K
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
149
+ 2.98%
$6.13K - $6.66K
5.15K $263K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
146
+ 2.62%
$6.01K - $6.52K
5.73K $292K
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
136
+ 2.04%
$5.6K - $6.08K
6.82K $348K
Oct 25, 2023 Q3 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
121
+ 0.28%
$4.98K - $5.41K
43.5K $2.22M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
120
+ 12.83%
$4.94K - $5.36K
1.06K $53.8K
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
117
+ 0.77%
$4.81K - $5.23K
15.4K $784K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
116
+ 0.5%
$4.77K - $5.18K
23.5K $1.2M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
109
+ 1.21%
$4.49K - $4.87K
9.14K $466K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
96
New
$3.95K - $4.29K
96 $4.9K
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
88
+ 0.06%
$3.62K - $3.93K
149K $7.62M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
88
+ 0.06%
$3.62K - $3.93K
149K $7.62M
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
78
New
$3.21K - $3.49K
78 $3.98K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
76
+ 0.3%
$3.13K - $3.4K
25.8K $1.32M
Nov 06, 2023 Q3 2023
Schrum Private Wealth Management LLC

BUY
 -
71
+ 0.26%
$2.92K - $3.17K
27.1K $1.38M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
71
+ 0.46%
$2.92K - $3.17K
15.7K $799K
Oct 30, 2023 Q3 2023
Thompson Investment Management, Inc.

BUY
 -
69
+ 0.6%
$2.84K - $3.08K
11.6K $591K
Oct 05, 2023 Q3 2023
Lbmc Investment Advisors, LLC

BUY
 -
68
+ 0.47%
$2.8K - $3.04K
14.5K $740K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
64
New
$2.63K - $2.86K
64 $3.27K

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