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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27- 0.32% |
$939 - $1.1K
|
8.45K
$462K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-29- 1.18% |
$1.01K - $1.18K
|
2.43K
$133K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-39- 0.24% |
$1.36K - $1.59K
|
16.5K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-55- 0.12% |
$1.91K - $2.24K
|
45.9K
$2.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 56.52% |
$2.26K - $2.65K
|
50
$2.73K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-72- 0.97% |
$2.5K - $2.93K
|
7.34K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-80- 0.21% |
$2.78K - $3.26K
|
38.2K
$2.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-91- 2.79% |
$3.17K - $3.7K
|
3.17K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-100- 0.46% |
$3.48K - $4.07K
|
21.4K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-116- 0.9% |
$4.04K - $4.72K
|
12.7K
$695K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-132- 11.18% |
$4.59K - $5.37K
|
1.05K
$57.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-148- 1.17% |
$5.15K - $6.03K
|
12.5K
$686K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-162- 1.5% |
$5.64K - $6.6K
|
10.6K
$581K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-190- 0.65% |
$6.61K - $7.73K
|
29.1K
$1.59M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-244- 75.54% |
$8.49K - $9.93K
|
79
$4.32K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-252- 1.2% |
$8.77K - $10.3K
|
20.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-252- 29.13% |
$8.77K - $10.3K
|
613
$33.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-257- 1.6% |
$8.94K - $10.5K
|
15.8K
$866K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-258- 3.92% |
$8.98K - $10.5K
|
6.32K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-280- 1.58% |
$9.74K - $11.4K
|
17.4K
$953K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-282- 3.04% |
$9.81K - $11.5K
|
9K
$492K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-283- 12.85% |
$9.85K - $11.5K
|
1.92K
$105K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-314- 2.76% |
$10.9K - $12.8K
|
11.1K
$605K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-316- 84.95% |
$11K - $12.9K
|
56
$3.06K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-372- 1.33% |
$12.9K - $15.1K
|
27.5K
$1.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-428- 81.99% |
$14.9K - $17.4K
|
94
$5.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-462- 4.95% |
$16.1K - $18.8K
|
8.88K
$485K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-509- 3.29% |
$17.7K - $20.7K
|
15K
$818K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-527- 4.53% |
$18.3K - $21.5K
|
11.1K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-538- 0.4% |
$18.7K - $21.9K
|
134K
$7.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-592- 3.17% |
$20.6K - $24.1K
|
18.1K
$987K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-625- 6.11% |
$21.7K - $25.4K
|
9.6K
$525K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-675- 7.73% |
$23.5K - $27.5K
|
8.05K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-675- 7.22% |
$23.5K - $27.5K
|
8.68K
$474K
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-686- 1.72% |
$23.9K - $27.9K
|
39.1K
$2.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-785- 18.82% |
$27.3K - $32K
|
3.39K
$185K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-786- 6.67% |
$27.3K - $32K
|
11K
$601K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-820- 0.81% |
$28.5K - $33.4K
|
99.9K
$5.46M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-847- 4.2% |
$29.5K - $34.5K
|
19.3K
$1.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-900- 12.96% |
$31.3K - $36.6K
|
6.05K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-940- 9.1% |
$32.7K - $38.3K
|
9.39K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-957- 10.19% |
$33.3K - $39K
|
8.44K
$461K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-972- 2.27% |
$33.8K - $39.6K
|
41.9K
$2.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1K- 8.5% |
$34.9K - $40.8K
|
10.8K
$590K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 23.22% |
$35.3K - $41.4K
|
3.36K
$184K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.04K- 3.37% |
$36.1K - $42.3K
|
29.7K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 33.84% |
$36.4K - $42.6K
|
2.05K
$112K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.22% |
$37.5K - $43.9K
|
87.6K
$4.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-1.09K- 1.35% |
$37.8K - $44.2K
|
79.6K
$4.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 6.89% |
$39.1K - $45.7K
|
15.2K
$829K
|