Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6M+ 538.08% |
$680M - $796M
|
23.2M
$1.27B
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2M+ 548.12% |
$356M - $417M
|
12.1M
$662M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.65M+ 3946.78% |
$266M - $312M
|
7.85M
$429M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.13M+ 8.24% |
$178M - $209M
|
67.3M
$3.68B
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.3M+ 21.33% |
$150M - $175M
|
24.5M
$1.34B
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.63M+ 19459.84% |
$91.4M - $107M
|
2.64M
$144M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.81M+ 158.72% |
$63.1M - $73.8M
|
2.95M
$162M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.52M+ 27.45% |
$52.9M - $61.9M
|
7.06M
$386M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.15M+ 191.76% |
$39.9M - $46.7M
|
1.74M
$95.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.14M+ 96.07% |
$39.7M - $46.5M
|
2.33M
$127M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06M+ 43.84% |
$36.9M - $43.2M
|
3.48M
$190M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
981K+ 18.91% |
$34.1M - $40M
|
6.17M
$337M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
895K+ 20526.78% |
$31.1M - $36.4M
|
899K
$49.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
776K+ 1249.27% |
$27M - $31.6M
|
838K
$45.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
736KNew |
$25.6M - $30M
|
736K
$40.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
725K+ 18720.8% |
$25.2M - $29.5M
|
729K
$39.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
702K+ 58.18% |
$24.4M - $28.6M
|
1.91M
$104M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
645K+ 53.05% |
$22.5M - $26.3M
|
1.86M
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
583K+ 131.95% |
$20.3M - $23.7M
|
1.02M
$56M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
556KNew |
$19.3M - $22.6M
|
556K
$30.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
501K+ 86.53% |
$17.4M - $20.4M
|
1.08M
$59.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
485K+ 81.66% |
$16.9M - $19.8M
|
1.08M
$59M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
441K+ 6.82% |
$15.3M - $17.9M
|
6.9M
$377M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
402K+ 29.81% |
$14M - $16.4M
|
1.75M
$95.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
372K+ 6197.1% |
$12.9M - $15.1M
|
378K
$20.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
342K+ 580.37% |
$11.9M - $13.9M
|
401K
$21.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
341K+ 21928.98% |
$11.9M - $13.9M
|
343K
$18.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
334K+ 34.49% |
$11.6M - $13.6M
|
1.3M
$71.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
330KNew |
$11.5M - $13.5M
|
330K
$18.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
308K+ 18.44% |
$10.7M - $12.5M
|
1.98M
$108M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
279K+ 844.83% |
$9.72M - $11.4M
|
312K
$17.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
269KNew |
$9.36M - $11M
|
269K
$14.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
268KNew |
$9.32M - $10.9M
|
268K
$14.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
268K+ 263.79% |
$9.32M - $10.9M
|
369K
$20.2M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
255KNew |
$8.87M - $10.4M
|
255K
$13.9M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
221KNew |
$7.68M - $8.99M
|
221K
$12.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
220K+ 24.98% |
$7.67M - $8.97M
|
1.1M
$60.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
220KNew |
$7.65M - $8.95M
|
220K
$12M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
220KNew |
$7.64M - $8.94M
|
220K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
215K+ 21.56% |
$7.48M - $8.75M
|
1.21M
$66.3M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
203K+ 2236.22% |
$7.06M - $8.26M
|
212K
$11.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
201KNew |
$7M - $8.2M
|
201K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
193K+ 39.09% |
$6.71M - $7.85M
|
686K
$37.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
190K+ 6.14% |
$6.62M - $7.75M
|
3.29M
$180M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
182K+ 71.53% |
$6.34M - $7.42M
|
437K
$23.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
171K+ 1706.27% |
$5.96M - $6.98M
|
181K
$9.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
165K+ 186.64% |
$5.75M - $6.73M
|
254K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
162K+ 3568.27% |
$5.64M - $6.6M
|
167K
$9.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
157KNew |
$5.45M - $6.38M
|
157K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
154K+ 130.56% |
$5.36M - $6.27M
|
272K
$14.9M
|