Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17.9K+ 17.78% |
$617K - $723K
|
118K
$6.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
17K+ 3.56% |
$586K - $687K
|
494K
$25.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
16.6K+ 0.83% |
$571K - $670K
|
2M
$104M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.7K+ 196425.0% |
$542K - $635K
|
15.7K
$817K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
15K+ 4933.77% |
$519K - $608K
|
15.4K
$798K
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
15K+ 6.7% |
$517K - $606K
|
239K
$12.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14.8KNew |
$510K - $598K
|
14.8K
$769K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
14.7K+ 11.63% |
$506K - $593K
|
141K
$7.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 9.14% |
$502K - $589K
|
174K
$9.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
14.5KNew |
$502K - $588K
|
14.5K
$756K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 34.55% |
$495K - $580K
|
55.9K
$2.9M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
14.2KNew |
$490K - $575K
|
14.2K
$739K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.2KNew |
$489K - $573K
|
14.2K
$737K
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.8K+ 80.38% |
$476K - $558K
|
31K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
13.6K+ 37.97% |
$470K - $550K
|
49.5K
$2.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.6K+ 8.57% |
$468K - $548K
|
172K
$8.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
13.3KNew |
$458K - $537K
|
13.3K
$691K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 12.41% |
$457K - $536K
|
120K
$6.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.8K+ 4.38% |
$442K - $518K
|
305K
$15.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.6K+ 53.57% |
$433K - $508K
|
36K
$1.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
12K+ 6.77% |
$414K - $485K
|
189K
$9.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
11.9K+ 1.3% |
$411K - $482K
|
927K
$48.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.9K+ 10725.23% |
$411K - $481K
|
12K
$625K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
11.7KNew |
$402K - $471K
|
11.7K
$606K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.6K+ 50.94% |
$400K - $469K
|
34.3K
$1.79M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
11.2K+ 3.21% |
$387K - $453K
|
361K
$18.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 2.09% |
$386K - $452K
|
547K
$28.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 1.16% |
$385K - $451K
|
969K
$50.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
11K+ 10.33% |
$380K - $446K
|
118K
$6.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
11KNew |
$378K - $443K
|
11K
$569K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 19.56% |
$375K - $440K
|
66.5K
$3.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.6K+ 6.49% |
$365K - $428K
|
174K
$9.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.6K+ 14.54% |
$365K - $428K
|
83.4K
$4.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.5K+ 11.58% |
$361K - $423K
|
101K
$5.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
9.97K+ 1.1% |
$344K - $403K
|
913K
$47.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.72KNew |
$335K - $393K
|
9.72K
$505K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.64K+ 3.2% |
$332K - $390K
|
310K
$16.1M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.62K+ 50.97% |
$332K - $389K
|
28.5K
$1.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.56K+ 2.14% |
$330K - $386K
|
456K
$23.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.36K+ 102.16% |
$323K - $378K
|
18.5K
$962K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9.33K+ 5.62% |
$322K - $377K
|
175K
$9.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.32KNew |
$321K - $377K
|
9.32K
$484K
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
9.26K+ 8.61% |
$319K - $374K
|
117K
$6.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.14K+ 75.7% |
$315K - $370K
|
21.2K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.12K+ 2.75% |
$315K - $369K
|
341K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
9.09K+ 753.65% |
$313K - $367K
|
10.3K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.08K+ 53.07% |
$313K - $367K
|
26.2K
$1.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
9.01K+ 2.74% |
$311K - $364K
|
338K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.87K+ 2.15% |
$306K - $359K
|
421K
$21.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
8.83K+ 6.6% |
$305K - $357K
|
143K
$7.42M
|