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 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.47K- 6.2% |
$58.1K - $68.6K
|
22.2K
$1.12M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.48K- 1.85% |
$58.6K - $69.1K
|
78.6K
$3.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.5K- 1.61% |
$59.3K - $69.9K
|
91.7K
$4.64M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.53K- 2.48% |
$60.8K - $71.7K
|
60.3K
$3.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.56K- 4.92% |
$61.7K - $72.7K
|
30.1K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.59K- 12.5% |
$63.1K - $74.3K
|
11.1K
$564K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.6K- 0.17% |
$63.2K - $74.6K
|
936K
$47.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.65K- 7.45% |
$65.4K - $77.1K
|
20.5K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.67K- 19.74% |
$66.1K - $77.9K
|
6.78K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.75K- 6.97% |
$69.4K - $81.8K
|
23.4K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.84K- 11.32% |
$72.8K - $85.8K
|
14.4K
$728K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.84K- 0.83% |
$72.9K - $86K
|
221K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.9K- 10.36% |
$75.2K - $88.6K
|
16.4K
$831K
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.9K- 9.32% |
$75.3K - $88.8K
|
18.5K
$936K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.06K- 4.74% |
$81.8K - $96.5K
|
41.4K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.16K- 1.38% |
$85.7K - $101K
|
155K
$7.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.2K- 12.14% |
$87.2K - $103K
|
15.9K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.23K- 6.53% |
$88.2K - $104K
|
31.8K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.26K- 11.31% |
$89.7K - $106K
|
17.8K
$899K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.28K- 1.86% |
$90.2K - $106K
|
120K
$6.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.3K- 22.16% |
$91.1K - $107K
|
8.08K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.34K- 0.55% |
$92.9K - $110K
|
425K
$21.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.37K- 39.28% |
$93.9K - $111K
|
3.66K
$185K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.43K- 2.17% |
$96.1K - $113K
|
109K
$5.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.55K- 2.61% |
$101K - $119K
|
95K
$4.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.55K- 8.49% |
$101K - $119K
|
27.5K
$1.39M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.58K- 16.12% |
$102K - $120K
|
13.4K
$679K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.02K- 8.46% |
$120K - $141K
|
32.7K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.03K- 5.59% |
$120K - $141K
|
51.2K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.1K- 3.35% |
$123K - $145K
|
89.3K
$4.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.15K- 26.65% |
$125K - $147K
|
8.66K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.25K- 19.91% |
$129K - $152K
|
13.1K
$661K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.27K- 37.78% |
$130K - $153K
|
5.39K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.29K- 3.81% |
$130K - $154K
|
82.9K
$4.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 21.55% |
$131K - $155K
|
12K
$610K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.33K- 14.93% |
$132K - $156K
|
19K
$961K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.43K- 29.9% |
$136K - $160K
|
8.04K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.52K- 2.62% |
$139K - $164K
|
131K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.63K- 2.75% |
$144K - $169K
|
128K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.64K- 6.45% |
$144K - $170K
|
52.8K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3.67K- 7.45% |
$145K - $171K
|
45.6K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.82K- 5.03% |
$151K - $178K
|
72.2K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-3.85K- 15.41% |
$153K - $180K
|
21.2K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.9K- 1.02% |
$155K - $182K
|
379K
$19.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.08K- 28.96% |
$162K - $191K
|
10K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.12K- 0.49% |
$163K - $192K
|
834K
$42.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.14K- 39.79% |
$164K - $193K
|
6.26K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-4.22K- 8.43% |
$167K - $197K
|
45.9K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.24K- 1.71% |
$168K - $198K
|
244K
$12.3M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-4.27K- 69.17% |
$169K - $199K
|
1.9K
$96.3K
|