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 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.18K- 3.34% |
$40.9K - $47.9K
|
34.1K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 31.93% |
$41.7K - $48.9K
|
2.56K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.26K- 6.54% |
$43.7K - $51.1K
|
17.9K
$987K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.32K- 5.02% |
$45.7K - $53.5K
|
24.9K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.32K- 6.84% |
$45.9K - $53.7K
|
18K
$990K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.34K- 19.79% |
$46.8K - $54.7K
|
5.45K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.41K- 2.63% |
$49.1K - $57.4K
|
52.2K
$2.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.42K- 8.26% |
$49.4K - $57.8K
|
15.8K
$869K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.46K- 17.74% |
$50.7K - $59.4K
|
6.76K
$372K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.46K- 13.18% |
$50.9K - $59.5K
|
9.63K
$530K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.52K- 4.02% |
$52.7K - $61.7K
|
36.2K
$2M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.54K- 10.18% |
$53.6K - $62.8K
|
13.6K
$749K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.56K- 10.15% |
$54.1K - $63.3K
|
13.8K
$758K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.57K- 1.16% |
$54.7K - $64K
|
134K
$7.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.62K- 2.53% |
$56.5K - $66.1K
|
62.6K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.64K- 10.51% |
$57.1K - $66.8K
|
14K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.73K- 1.27% |
$60.1K - $70.3K
|
134K
$7.38M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.82K- 0.43% |
$63.1K - $73.9K
|
419K
$23.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-1.86K- 0.54% |
$64.8K - $75.8K
|
341K
$18.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.95K- 24.81% |
$67.8K - $79.3K
|
5.91K
$325K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.95K- 5.29% |
$68K - $79.5K
|
35K
$1.93M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 62.5% |
$69.6K - $81.4K
|
1.2K
$66.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.05K- 5.77% |
$71.2K - $83.3K
|
33.4K
$1.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.12K- 8.64% |
$73.9K - $86.4K
|
22.5K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-2.19K- 3.68% |
$76.2K - $89.2K
|
57.3K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.3K- 19.77% |
$80.2K - $93.8K
|
9.35K
$515K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.44K- 1.39% |
$84.8K - $99.3K
|
173K
$9.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.45K- 6.63% |
$85.3K - $99.8K
|
34.5K
$1.9M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.48K- 1.36% |
$86.3K - $101K
|
180K
$9.94M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-2.5K- 2.35% |
$86.9K - $102K
|
104K
$5.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.5K- 6.66% |
$86.9K - $102K
|
35K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.56K- 2.42% |
$89.2K - $104K
|
104K
$5.7M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-2.75K- 2.1% |
$95.6K - $112K
|
128K
$7.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.78K- 6.72% |
$96.7K - $113K
|
38.6K
$2.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.8K- 1.61% |
$97.4K - $114K
|
171K
$9.41M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.01K- 0.68% |
$105K - $122K
|
440K
$24.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-3.03K- 1.69% |
$105K - $123K
|
176K
$9.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-3.22K- 0.89% |
$112K - $131K
|
360K
$19.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3.25K- 0.96% |
$113K - $132K
|
334K
$18.4M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.26K- 15.48% |
$113K - $133K
|
17.8K
$979K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3.31K- 5.88% |
$115K - $135K
|
53K
$2.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.33K- 48.4% |
$116K - $135K
|
3.55K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.37K- 21.68% |
$117K - $137K
|
12.2K
$671K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.4K- 4.57% |
$118K - $138K
|
70.9K
$3.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-3.49K- 8.03% |
$122K - $142K
|
40K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.55K- 1.99% |
$123K - $144K
|
175K
$9.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-3.69K- 17.32% |
$128K - $150K
|
17.6K
$970K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.79K- 5.29% |
$132K - $154K
|
67.9K
$3.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.95K- 2.85% |
$137K - $161K
|
135K
$7.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.04K- 85.58% |
$141K - $164K
|
681
$37.5K
|