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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.46K- 25.87% |
$50.2K - $58.8K
|
4.17K
$228K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.49K- 1.96% |
$51.4K - $60.2K
|
74.6K
$4.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.61K- 13.37% |
$55.5K - $65K
|
10.4K
$569K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.62K- 10.71% |
$55.8K - $65.4K
|
13.5K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.65K- 0.79% |
$56.8K - $66.5K
|
206K
$11.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.91K- 14.26% |
$65.9K - $77.2K
|
11.5K
$628K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 7.46% |
$69.9K - $82K
|
25.1K
$1.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.04K- 11.96% |
$70.3K - $82.4K
|
15K
$821K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.13K- 3.61% |
$73.5K - $86.1K
|
56.9K
$3.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.18K- 12.28% |
$75.3K - $88.3K
|
15.6K
$853K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.22K- 0.47% |
$76.5K - $89.7K
|
465K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.22K- 3.54% |
$76.5K - $89.7K
|
60.5K
$3.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.34K- 0.31% |
$80.7K - $94.6K
|
753K
$41.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.37K- 5.4% |
$81.6K - $95.6K
|
41.4K
$2.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 3.11% |
$82.3K - $96.5K
|
74.3K
$4.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.45K- 5.79% |
$84.3K - $98.9K
|
39.8K
$2.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.56K- 2.89% |
$88.4K - $104K
|
86.2K
$4.71M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.66K- 5.7% |
$91.9K - $108K
|
44.1K
$2.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.72K- 4.07% |
$94K - $110K
|
64.2K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.85K- 2.36% |
$98.2K - $115K
|
118K
$6.45M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.91K- 11.65% |
$100K - $118K
|
22.1K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.2K- 27.45% |
$110K - $129K
|
8.46K
$463K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.52K- 8.69% |
$121K - $142K
|
36.9K
$2.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.55K- 1.7% |
$122K - $143K
|
205K
$11.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.69K- 2.67% |
$127K - $149K
|
134K
$7.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.69K- 18.14% |
$127K - $149K
|
16.7K
$911K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.88K- 47.07% |
$134K - $157K
|
4.36K
$238K
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3.88K- 1.01% |
$134K - $157K
|
380K
$20.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 0.59% |
$139K - $163K
|
684K
$37.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.12K- 7.55% |
$142K - $167K
|
50.5K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.15K- 31.38% |
$143K - $168K
|
9.07K
$496K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.26K- 18.08% |
$147K - $172K
|
19.3K
$1.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-4.39K- 4.72% |
$151K - $177K
|
88.6K
$4.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.56K- 95.74% |
$157K - $184K
|
203
$11.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.64K- 12.16% |
$160K - $188K
|
33.5K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67K- 38.4% |
$161K - $189K
|
7.49K
$410K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5.08K- 2.07% |
$175K - $205K
|
240K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.44K- 1.91% |
$187K - $220K
|
280K
$15.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.87K- 8.38% |
$202K - $237K
|
64.2K
$3.51M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.14K- 5.62% |
$212K - $248K
|
103K
$5.64M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.15K- 2.52% |
$212K - $249K
|
238K
$13M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.37K- 20.31% |
$220K - $258K
|
25K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.58K- 1.0% |
$227K - $266K
|
651K
$35.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-7.4K- 25.78% |
$255K - $299K
|
21.3K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7.53K- 29.7% |
$260K - $304K
|
17.8K
$974K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.53K- 17.08% |
$260K - $304K
|
36.5K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.82K- 3.4% |
$270K - $316K
|
222K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.09K- 40.68% |
$279K - $327K
|
11.8K
$645K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-8.44K- 5.21% |
$291K - $341K
|
154K
$8.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.58K- 19.43% |
$296K - $347K
|
35.6K
$1.95M
|