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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.8KNew |
$97.4K - $114K
|
2.8K
$153K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$95.7K - $112K
|
2.75K
$150K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.71K+ 33.26% |
$94.2K - $110K
|
10.8K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.66K+ 1.64% |
$92.6K - $108K
|
165K
$9.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
2.61K+ 2.18% |
$90.9K - $106K
|
123K
$6.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.58KNew |
$89.8K - $105K
|
2.58K
$141K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$88.1K - $103K
|
87.5K
$4.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.47K+ 9.33% |
$85.9K - $101K
|
28.9K
$1.58M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.45K+ 26.81% |
$85.3K - $99.8K
|
11.6K
$634K
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.44K+ 21.25% |
$84.9K - $99.3K
|
13.9K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.43K+ 1.45% |
$84.5K - $98.9K
|
170K
$9.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.36K+ 26.47% |
$82.1K - $96K
|
11.3K
$616K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.25K+ 0.18% |
$78.2K - $91.5K
|
1.25M
$68.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.2K+ 3.85% |
$76.5K - $89.5K
|
59.4K
$3.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.17K+ 6.31% |
$75.4K - $88.2K
|
36.5K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.12K+ 12.08% |
$73.8K - $86.4K
|
19.7K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.11K+ 56.4% |
$73.5K - $86.1K
|
5.86K
$320K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2K+ 8.74% |
$69.7K - $81.6K
|
24.9K
$1.36M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.92KNew |
$66.8K - $78.2K
|
1.92K
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.91K+ 2.9% |
$66.5K - $77.8K
|
67.9K
$3.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Spring Capital Management, LLC
|
BUY
|
- |
1.9K+ 10.14% |
$66.1K - $77.3K
|
20.6K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.82K+ 0.76% |
$63.2K - $73.9K
|
240K
$13.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.81K+ 18.19% |
$63K - $73.8K
|
11.8K
$644K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.79K+ 1014.2% |
$62.1K - $72.7K
|
1.96K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.73K+ 4.38% |
$60.3K - $70.6K
|
41.3K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.68KNew |
$58.4K - $68.4K
|
1.68K
$91.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.61K+ 3.62% |
$56.1K - $65.6K
|
46.2K
$2.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.58K+ 4.87% |
$55K - $64.4K
|
34.1K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.58KNew |
$54.8K - $64.1K
|
1.58K
$86.1K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.57K+ 1.08% |
$54.6K - $63.9K
|
146K
$8.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.55KNew |
$53.9K - $63K
|
1.55K
$84.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 25.06% |
$53.5K - $62.6K
|
7.68K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.5K+ 10.06% |
$52.2K - $61.1K
|
16.4K
$897K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.47K+ 11.75% |
$51.2K - $59.9K
|
14K
$765K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.41K+ 0.74% |
$49.1K - $57.4K
|
191K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$48.2K - $56.4K
|
1.39K
$75.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.37K+ 5.35% |
$47.8K - $55.9K
|
27K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.35KNew |
$47.1K - $55.1K
|
1.35K
$74K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 15.73% |
$43.2K - $50.6K
|
9.15K
$500K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 174.29% |
$42.4K - $49.7K
|
1.92K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.22K+ 6.62% |
$42.4K - $49.7K
|
19.7K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.22K+ 11.92% |
$42.4K - $49.6K
|
11.4K
$626K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.2K+ 10.79% |
$41.8K - $48.9K
|
12.3K
$675K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 12.76% |
$41.4K - $48.4K
|
10.5K
$574K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.16K+ 5.22% |
$40.2K - $47K
|
23.3K
$1.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13K+ 3.6% |
$39.4K - $46.1K
|
32.6K
$1.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.09K+ 9.54% |
$38K - $44.5K
|
12.5K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$37.4K - $43.8K
|
1.08K
$58.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1.06K+ 15.67% |
$36.9K - $43.2K
|
7.83K
$428K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.06K+ 14.42% |
$36.8K - $43.1K
|
8.4K
$459K
|