Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.55M+ 21.37% |
$122M - $143M
|
20.2M
$1.1B
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.08M+ 3.46% |
$71.8M - $84.2M
|
62.2M
$3.4B
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.01M+ 71.98% |
$35M - $41M
|
2.42M
$132M
|
|
Nov 09, 2022
Q3 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
610KNew |
$21M - $24.7M
|
610K
$33.3M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
422K+ 6.99% |
$14.6M - $17.1M
|
6.46M
$353M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
313K+ 60.65% |
$10.8M - $12.7M
|
829K
$45.3M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
305K+ 20.26% |
$10.5M - $12.3M
|
1.81M
$98.9M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
257K+ 30.73% |
$8.85M - $10.4M
|
1.09M
$59.7M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
224K+ 34.07% |
$7.73M - $9.06M
|
882K
$48.2M
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
213K+ 194.72% |
$7.35M - $8.62M
|
323K
$17.6M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
203K+ 17.7% |
$7M - $8.21M
|
1.35M
$73.8M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
197K+ 481.22% |
$6.8M - $7.98M
|
238K
$13M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
196K+ 67.42% |
$6.75M - $7.91M
|
486K
$26.6M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
189K+ 2.32% |
$6.53M - $7.65M
|
8.35M
$457M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
182K+ 778.97% |
$6.28M - $7.36M
|
205K
$11.2M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
170K+ 39.78% |
$5.87M - $6.88M
|
598K
$32.7M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
170K+ 33.0% |
$5.86M - $6.87M
|
685K
$37.5M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
170K+ 33.0% |
$5.86M - $6.87M
|
685K
$37.5M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
161K+ 505.06% |
$5.54M - $6.49M
|
192K
$10.5M
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
146K+ 2059.14% |
$5.03M - $5.89M
|
153K
$8.36M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
132K+ 6.98% |
$4.54M - $5.32M
|
2.02M
$110M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
131K+ 854.78% |
$4.53M - $5.31M
|
147K
$8.02M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
130KNew |
$4.49M - $5.27M
|
130K
$7.12M
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
125KNew |
$4.31M - $5.06M
|
125K
$6.84M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
119K+ 14.04% |
$4.12M - $4.82M
|
969K
$53M
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
115K+ 20.46% |
$3.97M - $4.66M
|
679K
$37.1M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115K+ 61.63% |
$3.97M - $4.65M
|
302K
$16.5M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
113K+ 144.28% |
$3.91M - $4.58M
|
192K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 4.94% |
$3.58M - $4.19M
|
2.2M
$120M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
102K+ 10.49% |
$3.53M - $4.13M
|
1.08M
$58.9M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
101K+ 90.59% |
$3.47M - $4.07M
|
212K
$11.6M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
100K+ 13.61% |
$3.46M - $4.06M
|
837K
$45.8M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
94.6K+ 2.87% |
$3.26M - $3.82M
|
3.39M
$185M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
86.1K+ 645.15% |
$2.97M - $3.48M
|
99.5K
$5.44M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
82K+ 7.12% |
$2.83M - $3.32M
|
1.23M
$67.5M
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
79.8KNew |
$2.75M - $3.23M
|
79.8K
$4.36M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
75.7K+ 19.52% |
$2.61M - $3.06M
|
464K
$25.4M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73.1K+ 7.39% |
$2.52M - $2.96M
|
1.06M
$58.1M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
67.8KNew |
$2.34M - $2.74M
|
67.8K
$3.71M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
67.4K+ 59.42% |
$2.32M - $2.72M
|
181K
$9.88M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66.3K+ 34.49% |
$2.29M - $2.68M
|
258K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
65.7K+ 51.23% |
$2.27M - $2.66M
|
194K
$10.6M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
61.1K+ 113.83% |
$2.11M - $2.47M
|
115K
$6.28M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
57.8K+ 56.68% |
$1.99M - $2.33M
|
160K
$8.73M
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
53.8K+ 35.28% |
$1.86M - $2.18M
|
206K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
53.6KNew |
$1.85M - $2.17M
|
53.6K
$2.93M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
51.8K+ 9.17% |
$1.79M - $2.09M
|
616K
$33.7M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.5K+ 25.27% |
$1.78M - $2.08M
|
255K
$14M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
51.4K+ 1.21% |
$1.77M - $2.08M
|
4.3M
$235M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50.9K+ 13.1% |
$1.76M - $2.06M
|
439K
$24M
|