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
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.84K- 33.3% |
$305K - $358K
|
17.7K
$976K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.49K- 49.13% |
$327K - $384K
|
9.83K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-9.52K- 4.66% |
$328K - $385K
|
195K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9.77K- 20.31% |
$337K - $395K
|
38.3K
$2.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9.82K- 4.12% |
$339K - $397K
|
229K
$12.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-10.2K- 6.05% |
$351K - $412K
|
158K
$8.71M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11.8K- 35.9% |
$406K - $476K
|
21K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.4K- 5.78% |
$427K - $500K
|
202K
$11.1M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.7K- 55.4% |
$439K - $515K
|
10.2K
$564K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.7K- 55.4% |
$439K - $515K
|
10.2K
$564K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-14.6K- 4.72% |
$504K - $591K
|
295K
$16.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-14.8K- 4.22% |
$512K - $600K
|
337K
$18.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-15.3K- 11.28% |
$526K - $617K
|
120K
$6.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-15.7K- 1.27% |
$540K - $633K
|
1.22M
$67M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-15.7K- 3.43% |
$542K - $636K
|
443K
$24.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-16.6K- 9.82% |
$572K - $670K
|
152K
$8.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-19.4K- 3.96% |
$668K - $783K
|
470K
$25.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-19.6K- 0.38% |
$676K - $793K
|
5.19M
$286M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20K- 8.57% |
$689K - $807K
|
213K
$11.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-20.5K- 60.59% |
$707K - $829K
|
13.3K
$735K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23.9K- 63.06% |
$825K - $968K
|
14K
$772K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-24K- 49.68% |
$828K - $970K
|
24.3K
$1.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-25.7K- 9.62% |
$885K - $1.04M
|
241K
$13.3M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-30.6K- 1.29% |
$1.05M - $1.24M
|
2.34M
$129M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30.8K- 51.32% |
$1.06M - $1.25M
|
29.3K
$1.61M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-31.5K- 11.48% |
$1.09M - $1.27M
|
243K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-32.5K- 62.85% |
$1.12M - $1.31M
|
19.2K
$1.06M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-32.9K- 7.26% |
$1.14M - $1.33M
|
421K
$23.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-33.5K- 6.37% |
$1.15M - $1.35M
|
492K
$27.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-33.5KClosed |
$1.15M - $1.35M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.4K- 1.98% |
$1.19M - $1.39M
|
1.71M
$93.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.5K- 25.35% |
$1.19M - $1.39M
|
102K
$5.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-35K- 4.69% |
$1.21M - $1.41M
|
710K
$39.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-36.9K- 15.57% |
$1.27M - $1.49M
|
200K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.1K- 58.44% |
$1.52M - $1.78M
|
31.3K
$1.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-46.9K- 60.88% |
$1.62M - $1.9M
|
30.1K
$1.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-48.8K- 14.07% |
$1.68M - $1.97M
|
298K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-49.3K- 57.97% |
$1.7M - $1.99M
|
35.8K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-53.8K- 28.45% |
$1.86M - $2.18M
|
135K
$7.45M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-56.2K- 32.09% |
$1.94M - $2.27M
|
119K
$6.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57.1K- 8.47% |
$1.97M - $2.31M
|
618K
$34M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-58.4K- 42.89% |
$2.02M - $2.36M
|
77.8K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.2K- 0.76% |
$2.08M - $2.43M
|
7.81M
$430M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-60.2K- 32.99% |
$2.08M - $2.43M
|
122K
$6.74M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-65.7K- 12.42% |
$2.27M - $2.66M
|
464K
$25.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-67K- 5.85% |
$2.31M - $2.71M
|
1.08M
$59.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-68.5K- 6.57% |
$2.36M - $2.77M
|
974K
$53.6M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-71.2K- 14.05% |
$2.45M - $2.88M
|
435K
$24M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-71.6K- 99.95% |
$2.47M - $2.9M
|
38
$2.09K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-75K- 38.58% |
$2.59M - $3.03M
|
119K
$6.57M
|