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
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.1KNew |
$212K - $248K
|
6.1K
$333K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.98KNew |
$208K - $243K
|
5.98K
$327K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.96K+ 10.66% |
$207K - $242K
|
61.8K
$3.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
5.94KNew |
$207K - $242K
|
5.94K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.89KNew |
$205K - $240K
|
5.89K
$322K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.88K+ 20.24% |
$204K - $239K
|
34.9K
$1.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
5.85KNew |
$204K - $238K
|
5.85K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.84KNew |
$203K - $238K
|
5.84K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.7K+ 2.96% |
$198K - $232K
|
198K
$10.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.7K+ 4.9% |
$198K - $232K
|
122K
$6.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.62KNew |
$196K - $229K
|
5.62K
$307K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.62KNew |
$196K - $229K
|
5.62K
$307K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.58KNew |
$194K - $227K
|
5.58K
$305K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$193K - $226K
|
5.56K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.54KNew |
$193K - $226K
|
5.54K
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.5K+ 18.75% |
$191K - $224K
|
34.8K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.49KNew |
$191K - $224K
|
5.49K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.42KNew |
$189K - $221K
|
5.42K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.38KNew |
$187K - $219K
|
5.38K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.38KNew |
$187K - $219K
|
5.38K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.36KNew |
$187K - $218K
|
5.36K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.35KNew |
$186K - $218K
|
5.35K
$293K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.27KNew |
$183K - $215K
|
5.27K
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.22KNew |
$182K - $213K
|
5.22K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
5.21K+ 5.02% |
$181K - $212K
|
109K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
4.93K+ 3.46% |
$171K - $201K
|
148K
$8.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.83K+ 13.21% |
$168K - $197K
|
41.4K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.74K+ 4.26% |
$165K - $193K
|
116K
$6.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
4.62K+ 51.22% |
$161K - $188K
|
13.6K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4.49KNew |
$156K - $183K
|
4.49K
$246K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
4.36K+ 10.42% |
$152K - $177K
|
46.2K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.35K+ 39.69% |
$151K - $177K
|
15.3K
$836K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.21KNew |
$146K - $171K
|
4.21K
$230K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 25.05% |
$138K - $162K
|
19.8K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.79K+ 25.64% |
$132K - $154K
|
18.6K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.74K+ 8.32% |
$130K - $152K
|
48.7K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.7KNew |
$129K - $151K
|
3.7K
$202K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3.53KNew |
$123K - $144K
|
3.53K
$193K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.5K+ 7.73% |
$122K - $143K
|
48.8K
$2.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.38K+ 81.5% |
$118K - $138K
|
7.53K
$412K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.31K+ 13.33% |
$115K - $135K
|
28.1K
$1.54M
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
3.26K+ 2.6% |
$113K - $133K
|
128K
$7.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.25K+ 17.55% |
$113K - $132K
|
21.8K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.19KNew |
$111K - $130K
|
3.19K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.09K+ 25.24% |
$107K - $126K
|
15.3K
$838K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.08K+ 2.58% |
$107K - $125K
|
122K
$6.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.92K+ 49.79% |
$102K - $119K
|
8.79K
$481K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.87K+ 2.45% |
$99.8K - $117K
|
120K
$6.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.86K+ 12.11% |
$99.4K - $116K
|
26.4K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.83K+ 10.55% |
$98.5K - $115K
|
29.7K
$1.62M
|