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 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
45+ 0.9% |
$1.78K - $2.1K
|
5.02K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
43New |
$1.7K - $2.01K
|
43
$2.18K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43+ 0.67% |
$1.7K - $2.01K
|
6.42K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38New |
$1.51K - $1.78K
|
38
$1.92K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
36+ 0.54% |
$1.43K - $1.68K
|
6.69K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
35New |
$1.39K - $1.64K
|
35
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35New |
$1.39K - $1.64K
|
35
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 3.32% |
$1.35K - $1.59K
|
1.06K
$53.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
33+ 0.31% |
$1.31K - $1.54K
|
10.7K
$544K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
32+ 0.19% |
$1.27K - $1.5K
|
16.7K
$846K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
31+ 0.61% |
$1.23K - $1.45K
|
5.09K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
29+ 0.26% |
$1.15K - $1.36K
|
11.1K
$561K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
22+ 0.34% |
$872 - $1.03K
|
6.55K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
21+ 0.16% |
$832 - $981
|
12.8K
$649K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
20+ 0.04% |
$793 - $935
|
54.9K
$2.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18+ 0.45% |
$713 - $841
|
4.01K
$203K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
17+ 0.08% |
$674 - $794
|
20.9K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
7+ 0.55% |
$277 - $327
|
1.28K
$64.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$238 - $280
|
2.56K
$130K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6+ 0.09% |
$238 - $280
|
6.38K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.05% |
$198 - $234
|
10K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
5+ 0.04% |
$198 - $234
|
12.2K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.06% |
$119 - $140
|
4.87K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.01% |
$79.3 - $93.5
|
27.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.23% |
$79.3 - $93.5
|
857
$43.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$39.6 - $46.7
|
1
$50.6
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.0% |
$39.6 - $46.7
|
44.4K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1- 0.01% |
$39.6 - $46.7
|
9.47K
$479K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2- 0.01% |
$79.3 - $93.5
|
31.3K
$1.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7- 0.09% |
$277 - $327
|
8K
$405K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-7- 28.0% |
$277 - $327
|
18
$911
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8- 0.15% |
$317 - $374
|
5.42K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.88% |
$436 - $514
|
1.23K
$62.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-15- 0.01% |
$594 - $701
|
206K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.3% |
$594 - $701
|
4.93K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-15- 0.15% |
$594 - $701
|
10.2K
$518K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-18- 0.12% |
$713 - $841
|
14.4K
$731K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-19- 0.02% |
$753 - $888
|
85.7K
$4.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-20- 0.25% |
$793 - $935
|
8.12K
$411K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-26- 9.59% |
$1.03K - $1.21K
|
245
$12.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-28- 0.48% |
$1.11K - $1.31K
|
5.8K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28- 33.33% |
$1.11K - $1.31K
|
56
$2.84K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-30- 0.13% |
$1.19K - $1.4K
|
22.3K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-33- 4.81% |
$1.31K - $1.54K
|
653
$33.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-38- 0.48% |
$1.51K - $1.78K
|
7.9K
$400K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-40- 0.11% |
$1.59K - $1.87K
|
35.8K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-55- 0.91% |
$2.18K - $2.57K
|
5.99K
$303K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-68- 0.59% |
$2.69K - $3.18K
|
11.5K
$584K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-75- 0.45% |
$2.97K - $3.5K
|
16.6K
$840K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-75- 0.51% |
$2.97K - $3.5K
|
14.5K
$736K
|