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 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11K+ 58.46% |
$384K - $450K
|
29.9K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
10.8K+ 43.33% |
$377K - $441K
|
35.8K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
10.7K+ 32.75% |
$374K - $437K
|
43.6K
$2.38M
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
10.5KNew |
$366K - $428K
|
10.5K
$575K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
10.5KNew |
$365K - $427K
|
10.5K
$574K
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
10.3KNew |
$359K - $420K
|
10.3K
$565K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.2KNew |
$355K - $415K
|
10.2K
$558K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
10.2K+ 2.3% |
$354K - $414K
|
452K
$24.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
10K+ 20.37% |
$348K - $407K
|
59.1K
$3.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
9.81KNew |
$341K - $399K
|
9.81K
$536K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.62KNew |
$335K - $392K
|
9.62K
$526K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
9.61K+ 28.69% |
$334K - $391K
|
43.1K
$2.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.61KNew |
$334K - $391K
|
9.61K
$525K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
9.43KNew |
$328K - $384K
|
9.43K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.32KNew |
$324K - $379K
|
9.32K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.21K+ 30.95% |
$321K - $375K
|
39K
$2.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
9.21KNew |
$320K - $375K
|
9.21K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.13KNew |
$317K - $371K
|
9.13K
$499K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.09KNew |
$316K - $370K
|
9.09K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
9K+ 29.03% |
$313K - $366K
|
40K
$2.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.91K+ 17.65% |
$310K - $363K
|
59.4K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
8.85KNew |
$308K - $360K
|
8.85K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.82K+ 0.44% |
$307K - $359K
|
2.03M
$111M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
8.6KNew |
$299K - $350K
|
8.6K
$470K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.52K+ 1.4% |
$296K - $347K
|
618K
$33.8M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.77KNew |
$270K - $316K
|
7.77K
$425K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
7.7K+ 5.47% |
$268K - $313K
|
149K
$8.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
7.7K+ 6.59% |
$268K - $313K
|
124K
$6.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.61KNew |
$265K - $310K
|
7.61K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.56KNew |
$263K - $308K
|
7.56K
$413K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.51KNew |
$261K - $306K
|
7.51K
$411K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
7.4KNew |
$257K - $301K
|
7.4K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
7.36K+ 0.88% |
$256K - $299K
|
845K
$46.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.29K+ 112.2% |
$254K - $297K
|
13.8K
$754K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7.22K+ 40.51% |
$251K - $294K
|
25K
$1.37M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.13KNew |
$248K - $290K
|
7.13K
$390K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
6.96K+ 30.64% |
$242K - $283K
|
29.7K
$1.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
6.79K+ 44.21% |
$236K - $276K
|
22.1K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.76K+ 72.66% |
$235K - $275K
|
16.1K
$878K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.75KNew |
$235K - $275K
|
6.75K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6.71K+ 8.84% |
$233K - $273K
|
82.6K
$4.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
6.64K+ 4.07% |
$231K - $270K
|
170K
$9.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.61K+ 101.06% |
$230K - $269K
|
13.1K
$718K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.54K+ 57.4% |
$228K - $266K
|
17.9K
$980K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.39KNew |
$222K - $260K
|
6.39K
$350K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.39KNew |
$222K - $260K
|
6.39K
$349K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
6.38K+ 29.75% |
$222K - $260K
|
27.8K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.37K+ 2.33% |
$222K - $259K
|
280K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6.34KNew |
$221K - $258K
|
6.34K
$347K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.11K+ 4.16% |
$212K - $249K
|
153K
$8.36M
|