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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
8.65K+ 24.62% |
$298K - $350K
|
43.8K
$2.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
8.6K+ 8.09% |
$296K - $348K
|
115K
$5.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.48KNew |
$292K - $343K
|
8.48K
$441K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.47K+ 33.58% |
$292K - $343K
|
33.7K
$1.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
8.44K+ 2.53% |
$291K - $341K
|
343K
$17.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.14KNew |
$281K - $329K
|
8.14K
$423K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.07K+ 7.39% |
$278K - $326K
|
117K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.03K+ 28.68% |
$277K - $324K
|
36K
$1.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
7.97K+ 7.09% |
$275K - $322K
|
121K
$6.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
7.69K+ 22.52% |
$265K - $311K
|
41.8K
$2.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.68K+ 3.33% |
$265K - $311K
|
238K
$12.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
7.57KNew |
$261K - $306K
|
7.57K
$394K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
7.44K+ 2.09% |
$256K - $301K
|
363K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7.42KNew |
$256K - $300K
|
7.42K
$386K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.42K+ 10.29% |
$256K - $300K
|
79.5K
$4.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
7.29KNew |
$252K - $295K
|
7.29K
$379K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.18K+ 1223.17% |
$248K - $290K
|
7.77K
$404K
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
7.07K+ 4.95% |
$244K - $286K
|
150K
$7.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.03K+ 5.38% |
$243K - $284K
|
138K
$7.17M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
7.01K+ 5.08% |
$242K - $283K
|
145K
$7.53M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
6.79KNew |
$234K - $275K
|
6.79K
$353K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6.59K+ 48.98% |
$227K - $266K
|
20K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.53K+ 86.93% |
$225K - $264K
|
14K
$730K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
6.5K+ 6.69% |
$224K - $263K
|
104K
$5.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.35K+ 50.64% |
$219K - $257K
|
18.9K
$982K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
5.85K+ 0.22% |
$202K - $236K
|
2.61M
$136M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.84KNew |
$201K - $236K
|
5.84K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.75K+ 11.17% |
$198K - $233K
|
57.3K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.64K+ 3.49% |
$194K - $228K
|
167K
$8.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.35K+ 3.4% |
$185K - $216K
|
163K
$8.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.29K+ 15.78% |
$182K - $214K
|
38.8K
$2.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.28K+ 69.89% |
$182K - $213K
|
12.8K
$667K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
5.12KNew |
$176K - $207K
|
5.12K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.01K+ 3153.46% |
$173K - $203K
|
5.17K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.91K+ 0.76% |
$169K - $199K
|
649K
$33.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.78K+ 5.15% |
$165K - $193K
|
97.4K
$5.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.72KNew |
$163K - $191K
|
4.72K
$245K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
4.41K+ 3.82% |
$152K - $178K
|
120K
$6.24M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.32K+ 54.53% |
$149K - $175K
|
12.2K
$636K
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
4.24K+ 9.25% |
$146K - $171K
|
50K
$2.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.09K+ 0.91% |
$141K - $165K
|
452K
$23.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
4.06K+ 2.33% |
$140K - $164K
|
179K
$9.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4.05K+ 14.08% |
$140K - $164K
|
32.8K
$1.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
3.88K+ 2.22% |
$134K - $157K
|
179K
$9.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.73K+ 14.32% |
$129K - $151K
|
29.8K
$1.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.71K+ 3.12% |
$128K - $150K
|
123K
$6.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.53K+ 92.35% |
$122K - $143K
|
7.34K
$382K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
3.5K+ 2.59% |
$121K - $141K
|
139K
$7.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
3.46K+ 4.48% |
$119K - $140K
|
80.7K
$4.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.39K+ 27.14% |
$117K - $137K
|
15.9K
$825K
|