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 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.18K- 1.75% |
$145K - $170K
|
234K
$12.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-4.25K- 2.77% |
$148K - $173K
|
149K
$8.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.34K- 9.84% |
$151K - $177K
|
39.7K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.36K- 0.58% |
$152K - $177K
|
749K
$40.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.45K- 2.96% |
$155K - $181K
|
146K
$7.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.77K- 7.87% |
$166K - $194K
|
55.8K
$3.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.88K- 25.1% |
$170K - $199K
|
14.6K
$797K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.21K- 9.67% |
$181K - $212K
|
48.7K
$2.66M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.29K- 46.94% |
$184K - $215K
|
5.98K
$327K
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.34K- 2.69% |
$186K - $217K
|
193K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.46K- 0.41% |
$190K - $222K
|
1.34M
$73M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.57K- 3.24% |
$194K - $227K
|
166K
$9.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5.6K- 1.8% |
$195K - $228K
|
305K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.68K- 42.7% |
$198K - $231K
|
7.62K
$417K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.94K- 42.54% |
$207K - $242K
|
8.03K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.38K- 28.13% |
$222K - $260K
|
16.3K
$891K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-6.73K- 3.46% |
$234K - $274K
|
188K
$10.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6.8K- 1.5% |
$237K - $277K
|
446K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.03K- 3.3% |
$244K - $286K
|
206K
$11.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-7.24K- 4.84% |
$252K - $295K
|
143K
$7.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.77K- 46.65% |
$270K - $316K
|
8.89K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-8K- 24.82% |
$278K - $326K
|
24.2K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-8.05K- 5.09% |
$280K - $328K
|
150K
$8.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.1K- 25.29% |
$282K - $330K
|
23.9K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.17K- 2.92% |
$284K - $332K
|
272K
$14.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.22K- 36.14% |
$286K - $335K
|
14.5K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.7K- 5.71% |
$303K - $354K
|
144K
$7.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.5K- 39.54% |
$331K - $387K
|
14.5K
$794K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-9.53K- 3.92% |
$331K - $388K
|
233K
$12.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.54K- 2.27% |
$332K - $388K
|
412K
$22.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-10.1K- 1.65% |
$350K - $410K
|
600K
$32.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-10.2K- 73.07% |
$355K - $415K
|
3.76K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10.3K- 0.77% |
$357K - $417K
|
1.32M
$72.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 1.91% |
$364K - $426K
|
537K
$29.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-10.8K- 12.23% |
$374K - $438K
|
77.3K
$4.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-10.8K- 35.01% |
$377K - $441K
|
20.1K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 35.65% |
$389K - $455K
|
20.2K
$1.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-11.5K- 4.78% |
$401K - $469K
|
229K
$12.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.6K- 2.54% |
$403K - $472K
|
444K
$24.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 23.58% |
$409K - $479K
|
38.1K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-12.4K- 3.84% |
$431K - $505K
|
310K
$17M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-13.2K- 12.44% |
$458K - $536K
|
92.6K
$5.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.3K- 36.91% |
$463K - $541K
|
22.7K
$1.24M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14.4K- 13.91% |
$500K - $585K
|
88.8K
$4.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15.6KClosed |
$543K - $636K
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-16.6K- 5.59% |
$579K - $677K
|
281K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-17.7K- 88.37% |
$616K - $721K
|
2.33K
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-18.6K- 27.22% |
$648K - $758K
|
49.8K
$2.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-20.1K- 8.37% |
$700K - $820K
|
220K
$12M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-20.7K- 10.1% |
$721K - $844K
|
184K
$10.1M
|