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
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
49.8K
+ 5.58%
$1.72M - $2.01M
941K $49.6M
Nov 14, 2022 Q3 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
49.5K
+ 213.87%
$1.71M - $2M
72.6K $3.83M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
44.4K
+ 305.78%
$1.53M - $1.8M
58.9K $3.11M
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
43.5K
New
$1.5M - $1.76M
43.5K $2.29M
Oct 14, 2022 Q3 2022
Oak Harvest Investment Services

BUY
 -
42.9K
+ 39.29%
$1.48M - $1.73M
152K $8.01M
Nov 14, 2022 Q3 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
40.4K
+ 61.4%
$1.39M - $1.63M
106K $5.59M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Planning Services, Inc.

BUY
 -
40.3K
+ 13.08%
$1.39M - $1.63M
349K $18.4M
Oct 03, 2022 Q3 2022
Confluence Investment Management LLC

BUY
 -
39.6K
+ 6.87%
$1.37M - $1.6M
616K $32.5M
Nov 10, 2022 Q3 2022
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
39.4K
+ 3.68%
$1.36M - $1.59M
1.11M $58.6M
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
39.4K
+ 270.29%
$1.36M - $1.59M
53.9K $2.84M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
38K
New
$1.31M - $1.54M
38K $2M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
37.5K
New
$1.29M - $1.52M
37.5K $1.98M
Nov 03, 2022 Q3 2022
Advisor Os, LLC

BUY
 -
37.5K
+ 527.19%
$1.29M - $1.51M
44.6K $2.35M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
37.4K
+ 5.03%
$1.29M - $1.51M
782K $41.2M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
35.5K
New
$1.22M - $1.43M
35.5K $1.87M
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
34K
+ 2.6%
$1.17M - $1.38M
1.34M $70.7M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
33.9K
+ 212.64%
$1.17M - $1.37M
49.9K $2.63M
Oct 12, 2022 Q3 2022
Willis Johnson & Associates, Inc.

BUY
 -
33.1K
+ 1.08%
$1.14M - $1.34M
3.1M $164M
Nov 10, 2022 Q3 2022
Kwb Wealth

Redlands, CA
BUY
 -
33K
+ 2.54%
$1.14M - $1.33M
1.33M $70.1M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
32.9K
+ 10.54%
$1.13M - $1.33M
345K $18.2M
Oct 24, 2022 Q3 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
32.2K
+ 2.65%
$1.11M - $1.3M
1.25M $65.7M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
31.7K
+ 26.56%
$1.09M - $1.28M
151K $7.96M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
30.7K
+ 2.64%
$1.06M - $1.24M
1.2M $63.1M
Nov 09, 2022 Q3 2022
Alera Investment Advisors, LLC

BUY
 -
29.8K
+ 5.43%
$1.03M - $1.21M
579K $30.5M
Oct 18, 2022 Q3 2022
Money Design Co.,Ltd.

BUY
 -
29.7K
+ 5.07%
$1.03M - $1.2M
616K $32.5M
Nov 02, 2022 Q3 2022
First National Trust CO

BUY
 -
29.4K
+ 3.61%
$1.02M - $1.19M
844K $44.5M
Nov 02, 2022 Q3 2022
Connecticut Wealth Management, LLC

BUY
 -
28.9K
+ 1.82%
$997K - $1.17M
1.62M $85.2M
Nov 08, 2022 Q3 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
28.1K
New
$969K - $1.14M
28.1K $1.48M
Oct 25, 2022 Q3 2022
New Square Capital LLC

BUY
 -
27.9K
+ 35.51%
$961K - $1.13M
106K $5.6M
Oct 12, 2022 Q3 2022
Tap Consulting, LLC

BUY
 -
26.7K
New
$919K - $1.08M
26.7K $1.4M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
26.1K
+ 6.94%
$899K - $1.05M
402K $21.2M
Nov 10, 2022 Q3 2022
N.E.W. Advisory Services LLC

BUY
 -
26K
+ 2.0%
$897K - $1.05M
1.33M $70M
Nov 14, 2022 Q3 2022
Compton Financial Group, LLC

BUY
 -
25.8K
+ 3.18%
$891K - $1.04M
838K $44.2M
Nov 14, 2022 Q3 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
25.3K
+ 49.89%
$871K - $1.02M
75.9K $4M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
24.9K
+ 5.43%
$858K - $1.01M
483K $25.4M
Nov 09, 2022 Q3 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
24.6K
+ 2.09%
$849K - $995K
1.2M $63.4M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
23.9K
+ 71.94%
$825K - $967K
57.2K $3.01M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
23.5K
+ 61.1%
$812K - $952K
62.1K $3.27M
Nov 14, 2022 Q3 2022
Hunting Hill Global Capital, LLC

New York, NY
BUY
 -
22.6K
New
$778K - $912K
22.6K $1.19M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
21.9K
+ 9.2%
$754K - $884K
260K $13.7M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
21.6K
+ 38.97%
$746K - $874K
77.1K $4.06M
Oct 28, 2022 Q3 2022
Redw Wealth LLC

BUY
 -
21.5K
New
$742K - $870K
21.5K $1.13M
Oct 12, 2022 Q3 2022
Wall Capital Group, Inc.

BUY
 -
21.4K
New
$739K - $867K
21.4K $1.13M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
21.3K
+ 1501.55%
$733K - $860K
22.7K $1.2M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
21.2K
+ 16.09%
$730K - $856K
153K $8.05M
Oct 21, 2022 Q3 2022
626 Financial, LLC

BUY
 -
20.2K
New
$696K - $815K
20.2K $1.06M
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
18.9K
+ 4.48%
$652K - $765K
441K $23.3M
Oct 13, 2022 Q3 2022
Spring Capital Management, LLC

BUY
 -
18.7K
New
$646K - $758K
18.7K $988K
Nov 14, 2022 Q3 2022
Rmb Capital Management, LLC

BUY
 -
18.4K
New
$636K - $746K
18.4K $972K

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