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 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
895+ 2.13% |
$30.9K - $36.2K
|
42.9K
$2.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
865+ 3.65% |
$29.8K - $35K
|
24.6K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
853New |
$29.4K - $34.5K
|
853
$46.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
785+ 2.07% |
$27.1K - $31.7K
|
38.7K
$2.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
766+ 0.95% |
$26.4K - $31K
|
81K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
763+ 5.49% |
$26.3K - $30.8K
|
14.7K
$801K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
763+ 1.37% |
$26.3K - $30.8K
|
56.3K
$3.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
758+ 0.42% |
$26.1K - $30.6K
|
183K
$10M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
698+ 0.3% |
$24.1K - $28.2K
|
234K
$12.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
698+ 4.14% |
$24.1K - $28.2K
|
17.6K
$961K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
691+ 4.4% |
$23.8K - $27.9K
|
16.4K
$897K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
658+ 1.45% |
$22.7K - $26.6K
|
45.9K
$2.51M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
627+ 0.6% |
$21.6K - $25.3K
|
106K
$5.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
591New |
$20.4K - $23.9K
|
591
$32.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
562New |
$19.4K - $22.7K
|
562
$30.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
522New |
$18K - $21.1K
|
522
$28.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
476+ 0.4% |
$16.4K - $19.2K
|
119K
$6.51M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
469+ 4.2% |
$16.2K - $19K
|
11.6K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
464New |
$16K - $18.8K
|
464
$25.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
437+ 4.42% |
$15.1K - $17.7K
|
10.3K
$565K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
408+ 35.54% |
$14.1K - $16.5K
|
1.56K
$85.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
391New |
$13.5K - $15.8K
|
391
$21.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 3.23% |
$12.7K - $14.9K
|
11.8K
$645K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
351+ 1.44% |
$12.1K - $14.2K
|
24.8K
$1.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
349New |
$12K - $14.1K
|
349
$19.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
344New |
$11.9K - $13.9K
|
344
$18.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
330+ 2.23% |
$11.4K - $13.3K
|
15.1K
$828K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
320+ 1.69% |
$11K - $12.9K
|
19.3K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
295+ 1.35% |
$10.2K - $11.9K
|
22.1K
$1.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
293+ 2.36% |
$10.1K - $11.8K
|
12.7K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
279+ 4.96% |
$9.62K - $11.3K
|
5.91K
$323K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
247+ 3.84% |
$8.52K - $9.99K
|
6.68K
$365K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
244+ 308.86% |
$8.42K - $9.86K
|
323
$17.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
230+ 0.46% |
$7.93K - $9.3K
|
50K
$2.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
198New |
$6.83K - $8.01K
|
198
$10.8K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
198+ 2.47% |
$6.83K - $8.01K
|
8.22K
$449K
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
196+ 1.06% |
$6.76K - $7.92K
|
18.6K
$1.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
155+ 0.48% |
$5.35K - $6.27K
|
32.5K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
149+ 0.35% |
$5.14K - $6.02K
|
42.2K
$2.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
140+ 3.88% |
$4.83K - $5.66K
|
3.75K
$205K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
132+ 12.58% |
$4.55K - $5.34K
|
1.18K
$64.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
129+ 2.63% |
$4.45K - $5.22K
|
5.03K
$275K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
120+ 99.17% |
$4.14K - $4.85K
|
241
$13.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
115+ 0.71% |
$3.97K - $4.65K
|
16.4K
$897K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
107+ 0.32% |
$3.69K - $4.33K
|
33.6K
$1.83M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
105+ 1.35% |
$3.62K - $4.25K
|
7.9K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
100+ 0.75% |
$3.45K - $4.04K
|
13.4K
$735K
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
95+ 0.61% |
$3.28K - $3.84K
|
15.7K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
91+ 0.91% |
$3.14K - $3.68K
|
10K
$549K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
83+ 1.24% |
$2.86K - $3.36K
|
6.77K
$370K
|