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 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
82+ 0.42% |
$2.83K - $3.32K
|
19.5K
$1.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
79+ 0.72% |
$2.72K - $3.19K
|
11.1K
$611K
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
71+ 1.0% |
$2.45K - $2.87K
|
7.2K
$396K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65+ 130.0% |
$2.24K - $2.63K
|
115
$6.33K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58+ 0.1% |
$2K - $2.34K
|
61.1K
$3.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
52New |
$1.79K - $2.1K
|
52
$2.86K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
43+ 0.27% |
$1.48K - $1.74K
|
16.1K
$886K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43+ 0.6% |
$1.48K - $1.74K
|
7.25K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
42+ 76.36% |
$1.45K - $1.7K
|
97
$5.34K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.97% |
$1.24K - $1.46K
|
3.76K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
35+ 0.32% |
$1.21K - $1.42K
|
10.9K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
33+ 9.73% |
$1.14K - $1.33K
|
372
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
30+ 0.7% |
$1.03K - $1.21K
|
4.3K
$237K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
28+ 0.26% |
$966 - $1.13K
|
10.8K
$595K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28+ 0.04% |
$966 - $1.13K
|
68.4K
$3.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22New |
$759 - $889
|
22
$1.21K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
20+ 0.35% |
$690 - $809
|
5.8K
$319K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.58% |
$552 - $647
|
2.77K
$153K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
14+ 0.1% |
$483 - $566
|
13.4K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 0.59% |
$310 - $364
|
1.54K
$84.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7+ 0.01% |
$241 - $283
|
49.1K
$2.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.29% |
$241 - $283
|
2.44K
$134K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.12% |
$172 - $202
|
4.3K
$237K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.62% |
$138 - $162
|
647
$35.6K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2+ 0.01% |
$69 - $80.9
|
18.6K
$1.02M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.09% |
$69 - $80.9
|
2.29K
$126K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.0% |
$69 - $80.9
|
45.3K
$2.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$34.5 - $40.4
|
7.9K
$435K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 0.25% |
$103 - $121
|
1.18K
$64.7K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-17- 18.28% |
$586 - $687
|
76
$4.18K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-21- 0.16% |
$724 - $849
|
13.3K
$732K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-31- 0.11% |
$1.07K - $1.25K
|
27.9K
$1.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-34- 4.72% |
$1.17K - $1.37K
|
686
$37.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 0.2% |
$1.21K - $1.42K
|
17.6K
$966K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-37- 4.13% |
$1.28K - $1.5K
|
859
$47.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-66- 1.05% |
$2.28K - $2.67K
|
6.2K
$341K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-68- 0.68% |
$2.35K - $2.75K
|
9.89K
$545K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-79- 0.51% |
$2.72K - $3.19K
|
15.5K
$852K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-86- 0.61% |
$2.97K - $3.48K
|
13.9K
$768K
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-103- 0.82% |
$3.55K - $4.16K
|
12.5K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-104- 11.97% |
$3.59K - $4.2K
|
765
$42.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-106- 27.25% |
$3.66K - $4.29K
|
283
$15.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-107- 1.08% |
$3.69K - $4.33K
|
9.81K
$540K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-135- 2.99% |
$4.66K - $5.46K
|
4.38K
$241K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-163- 1.31% |
$5.62K - $6.59K
|
12.2K
$674K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-180- 0.07% |
$6.21K - $7.28K
|
254K
$14M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-182- 0.21% |
$6.28K - $7.36K
|
88K
$4.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-184- 0.22% |
$6.35K - $7.44K
|
85K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-200- 2.81% |
$6.9K - $8.09K
|
6.92K
$381K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-203- 2.13% |
$7K - $8.21K
|
9.34K
$514K
|