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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-22.2K- 10.49% |
$773K - $905K
|
190K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-23.5K- 46.74% |
$817K - $956K
|
26.8K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-24.5K- 4.97% |
$853K - $998K
|
469K
$25.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 69.81% |
$879K - $1.03M
|
10.9K
$598K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-26.1K- 52.54% |
$907K - $1.06M
|
23.5K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.4K- 3.72% |
$919K - $1.07M
|
684K
$37.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.7K- 7.94% |
$999K - $1.17M
|
333K
$18.2M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-28.9K- 3.43% |
$1.01M - $1.18M
|
815K
$44.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-32.2K- 0.95% |
$1.12M - $1.31M
|
3.36M
$184M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-32.3K- 5.24% |
$1.12M - $1.31M
|
584K
$31.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-32.3K- 5.24% |
$1.12M - $1.31M
|
584K
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.3K- 48.71% |
$1.19M - $1.4M
|
36.1K
$1.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-34.8K- 5.08% |
$1.21M - $1.42M
|
649K
$35.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-36.8K- 19.2% |
$1.28M - $1.5M
|
155K
$8.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-38K- 45.52% |
$1.32M - $1.54M
|
45.4K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-38.3K- 8.72% |
$1.33M - $1.56M
|
401K
$21.9M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-42K- 9.65% |
$1.46M - $1.71M
|
393K
$21.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.2K- 4.8% |
$1.57M - $1.84M
|
896K
$49M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-49K- 72.25% |
$1.7M - $1.99M
|
18.8K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-55.2K- 11.35% |
$1.92M - $2.25M
|
431K
$23.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-58.9K- 38.51% |
$2.05M - $2.4M
|
94K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-65K- 32.43% |
$2.26M - $2.64M
|
135K
$7.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-78.4K- 90.96% |
$2.73M - $3.19M
|
7.79K
$426K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-80K- 8.21% |
$2.78M - $3.26M
|
894K
$48.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80.7K- 12.42% |
$2.81M - $3.28M
|
569K
$31.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-80.7K- 74.39% |
$2.81M - $3.28M
|
27.8K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-86.8K- 29.39% |
$3.02M - $3.53M
|
208K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-88.5K- 55.43% |
$3.08M - $3.6M
|
71.1K
$3.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-93.5K- 3.58% |
$3.25M - $3.81M
|
2.52M
$138M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-94.9K- 82.67% |
$3.3M - $3.86M
|
19.9K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-103K- 75.86% |
$3.57M - $4.18M
|
32.7K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-117K- 1.15% |
$4.07M - $4.76M
|
10M
$547M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-119K- 4.18% |
$4.14M - $4.85M
|
2.73M
$149M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-127K- 49.91% |
$4.41M - $5.16M
|
127K
$6.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-129K- 4.26% |
$4.5M - $5.27M
|
2.91M
$159M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-146K- 21.47% |
$5.07M - $5.93M
|
533K
$29.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-164K- 44.63% |
$5.69M - $6.66M
|
203K
$11.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-168K- 24.55% |
$5.85M - $6.85M
|
517K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-168K- 24.55% |
$5.85M - $6.85M
|
517K
$28.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-172K- 22.76% |
$5.98M - $7M
|
584K
$31.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-204K- 4.88% |
$7.11M - $8.32M
|
3.98M
$218M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-210K- 8.97% |
$7.31M - $8.55M
|
2.13M
$117M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-224K- 20.75% |
$7.78M - $9.11M
|
854K
$46.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-225K- 46.56% |
$7.82M - $9.15M
|
258K
$14.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-307K- 21.17% |
$10.7M - $12.5M
|
1.14M
$62.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-307K- 49.79% |
$10.7M - $12.5M
|
309K
$16.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-307K- 16.77% |
$10.7M - $12.5M
|
1.52M
$83.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-308K- 91.14% |
$10.7M - $12.5M
|
29.9K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-462K- 42.92% |
$16.1M - $18.8M
|
615K
$33.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-546K- 30.19% |
$19M - $22.2M
|
1.26M
$69M
|