Purchases and Sales Made in Q3 2022 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 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 $1.11B
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 $3.42B
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.01M
+ 71.98%
$35M - $41M
2.42M $133M
Nov 09, 2022 Q3 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
610K
New
$21M - $24.7M
610K $33.6M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
422K
+ 6.99%
$14.6M - $17.1M
6.46M $356M
Nov 03, 2022 Q3 2022
Angeles Wealth Management, LLC

BUY
 -
313K
+ 60.65%
$10.8M - $12.7M
829K $45.7M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
305K
+ 20.26%
$10.5M - $12.3M
1.81M $99.6M
Oct 28, 2022 Q3 2022
Klingman & Associates, LLC

BUY
 -
257K
+ 30.73%
$8.85M - $10.4M
1.09M $60.1M
Oct 11, 2022 Q3 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
224K
+ 34.07%
$7.73M - $9.06M
882K $48.6M
Nov 07, 2022 Q3 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
213K
+ 194.72%
$7.35M - $8.62M
323K $17.8M
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

BUY
 -
197K
+ 481.22%
$6.8M - $7.98M
238K $13.1M
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
196K
+ 67.42%
$6.75M - $7.91M
486K $26.8M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
189K
+ 2.32%
$6.53M - $7.65M
8.35M $460M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
182K
+ 778.97%
$6.28M - $7.36M
205K $11.3M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
170K
+ 39.78%
$5.87M - $6.88M
598K $32.9M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
170K
+ 33.0%
$5.86M - $6.87M
685K $37.7M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
170K
+ 33.0%
$5.86M - $6.87M
685K $37.7M
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
161K
+ 505.06%
$5.54M - $6.49M
192K $10.6M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
146K
+ 2059.14%
$5.03M - $5.89M
153K $8.42M
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
132K
+ 6.98%
$4.54M - $5.32M
2.02M $111M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
131K
+ 854.78%
$4.53M - $5.31M
147K $8.08M
Oct 27, 2022 Q3 2022
Symphony Financial, Ltd. Co.

BUY
 -
130K
New
$4.49M - $5.27M
130K $7.17M
Oct 03, 2022 Q3 2022
Lynch & Associates

BUY
 -
125K
New
$4.31M - $5.06M
125K $6.89M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
119K
+ 14.04%
$4.12M - $4.82M
969K $53.4M
Nov 09, 2022 Q3 2022
Ackerman Capital Advisors, LLC

BUY
 -
115K
+ 20.46%
$3.97M - $4.66M
679K $37.4M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
115K
+ 61.63%
$3.97M - $4.65M
302K $16.6M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
113K
+ 144.28%
$3.91M - $4.58M
192K $10.6M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
104K
+ 4.94%
$3.58M - $4.19M
2.2M $121M
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
102K
+ 10.49%
$3.53M - $4.13M
1.08M $59.3M
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
101K
+ 90.59%
$3.47M - $4.07M
212K $11.7M
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
100K
+ 13.61%
$3.46M - $4.06M
837K $46.1M
Nov 10, 2022 Q3 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
94.6K
+ 2.87%
$3.26M - $3.82M
3.39M $187M
Oct 18, 2022 Q3 2022
Intergy Private Wealth, LLC

BUY
 -
86.1K
+ 645.15%
$2.97M - $3.48M
99.5K $5.48M
Nov 08, 2022 Q3 2022
Old National Bancorp

BUY
 -
82K
+ 7.12%
$2.83M - $3.32M
1.23M $67.9M
Nov 14, 2022 Q3 2022
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
79.8K
New
$2.75M - $3.23M
79.8K $4.39M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
75.7K
+ 19.52%
$2.61M - $3.06M
464K $25.5M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
73.1K
+ 7.39%
$2.52M - $2.96M
1.06M $58.5M
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
67.8K
New
$2.34M - $2.74M
67.8K $3.73M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
67.4K
+ 59.42%
$2.32M - $2.72M
181K $9.95M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
66.3K
+ 34.49%
$2.29M - $2.68M
258K $14.2M
Nov 14, 2022 Q3 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
65.7K
+ 51.23%
$2.27M - $2.66M
194K $10.7M
Nov 10, 2022 Q3 2022
Keystone Financial Group

BUY
 -
61.1K
+ 113.83%
$2.11M - $2.47M
115K $6.32M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
57.8K
+ 56.68%
$1.99M - $2.33M
160K $8.79M
Oct 25, 2022 Q3 2022
Sky Oak Wealth, LLC

BUY
 -
53.8K
+ 35.28%
$1.86M - $2.18M
206K $11.4M
Nov 14, 2022 Q3 2022
Scs Capital Management LLC

Boston, MA
BUY
 -
53.6K
New
$1.85M - $2.17M
53.6K $2.95M
Aug 02, 2023 Q3 2022
Money Design Co.,Ltd.

BUY
 -
51.8K
+ 9.17%
$1.79M - $2.09M
616K $33.9M
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 $236M
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
50.9K
+ 13.1%
$1.76M - $2.06M
439K $24.2M

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