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
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-206- 1.97% |
$7.1K - $8.33K
|
10.2K
$559K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-221- 1.27% |
$7.62K - $8.94K
|
17.2K
$940K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-225- 99.56% |
$7.76K - $9.1K
|
1
$54.7
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-236- 98.33% |
$8.14K - $9.54K
|
4
$219
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-253- 0.15% |
$8.73K - $10.2K
|
172K
$9.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-258- 37.39% |
$8.9K - $10.4K
|
432
$23.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-304- 0.7% |
$10.5K - $12.3K
|
42.8K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-319- 5.15% |
$11K - $12.9K
|
5.87K
$321K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-359- 0.33% |
$12.4K - $14.5K
|
108K
$5.93M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-366- 2.2% |
$12.6K - $14.8K
|
16.3K
$891K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-369- 5.04% |
$12.7K - $14.9K
|
6.95K
$380K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-373- 92.79% |
$12.9K - $15.1K
|
29
$1.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-383- 3.25% |
$13.2K - $15.5K
|
11.4K
$623K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-385- 3.45% |
$13.3K - $15.6K
|
10.8K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-388- 0.87% |
$13.4K - $15.7K
|
44K
$2.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-426- 16.02% |
$14.7K - $17.2K
|
2.23K
$122K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-468- 1.74% |
$16.1K - $18.9K
|
26.5K
$1.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-500- 41.67% |
$17.2K - $20.2K
|
700
$38.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-501- 0.98% |
$17.3K - $20.3K
|
50.5K
$2.76M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-503Closed |
$17.3K - $20.3K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-525- 4.52% |
$18.1K - $21.2K
|
11.1K
$606K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-545- 0.21% |
$18.8K - $22K
|
255K
$13.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-555- 1.77% |
$19.1K - $22.4K
|
30.8K
$1.68M
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-571- 7.99% |
$19.7K - $23.1K
|
6.57K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-595- 16.13% |
$20.5K - $24.1K
|
3.09K
$169K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-605- 72.72% |
$20.9K - $24.5K
|
227
$12.4K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-620- 8.39% |
$21.4K - $25.1K
|
6.77K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-659- 0.51% |
$22.7K - $26.6K
|
129K
$7.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-666- 2.75% |
$23K - $26.9K
|
23.6K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-700- 4.93% |
$24.1K - $28.3K
|
13.5K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-717- 6.49% |
$24.7K - $29K
|
10.3K
$565K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-720Closed |
$24.8K - $29.1K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-742- 9.74% |
$25.6K - $30K
|
6.88K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-744- 7.41% |
$25.7K - $30.1K
|
9.3K
$508K
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-775- 6.5% |
$26.7K - $31.3K
|
11.1K
$609K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-817- 6.66% |
$28.2K - $33K
|
11.4K
$626K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-900- 2.49% |
$31K - $36.4K
|
35.2K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-900- 0.69% |
$31K - $36.4K
|
130K
$7.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-945- 6.97% |
$32.6K - $38.2K
|
12.6K
$689K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-961- 17.54% |
$33.1K - $38.9K
|
4.52K
$247K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-967- 31.2% |
$33.4K - $39.1K
|
2.13K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-995- 11.24% |
$34.3K - $40.2K
|
7.86K
$429K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 14.41% |
$35.6K - $41.8K
|
6.14K
$336K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.15K- 22.9% |
$39.7K - $46.5K
|
3.87K
$212K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.23K- 0.81% |
$42.3K - $49.6K
|
150K
$8.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 9.42% |
$42.3K - $49.6K
|
11.8K
$644K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-1.26K- 3.61% |
$43.5K - $51K
|
33.7K
$1.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 16.83% |
$44K - $51.6K
|
6.31K
$345K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.3K- 34.51% |
$44.7K - $52.4K
|
2.46K
$134K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.41K- 1.66% |
$48.7K - $57.1K
|
83.6K
$4.57M
|