Purchases and Sales Made in Q3 2022 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 18, 2022 Q3 2022
Wambolt & Associates, LLC

BUY
 -
3.29K
+ 14.72%
$114K - $133K
25.7K $1.33M
Oct 18, 2022 Q3 2022
Wj Wealth Management, LLC

BUY
 -
3.27K
+ 7.14%
$113K - $132K
49.1K $2.55M
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
3.27K
+ 48.79%
$113K - $132K
9.96K $518K
Nov 04, 2022 Q3 2022
1 St Source Bank

BUY
 -
3.16K
+ 5.61%
$109K - $128K
59.5K $3.09M
Oct 17, 2022 Q3 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
3.06K
+ 7.25%
$106K - $124K
45.3K $2.35M
Nov 09, 2022 Q3 2022
Wolf Group Capital Advisors

BUY
 -
2.82K
+ 42.72%
$97.3K - $114K
9.42K $490K
Nov 14, 2022 Q3 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
2.82K
+ 6.02%
$97.1K - $114K
49.6K $2.58M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.77K
+ 22.11%
$95.6K - $112K
15.3K $796K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.77K
+ 22.11%
$95.6K - $112K
15.3K $796K
Oct 14, 2022 Q3 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
2.6K
+ 13.32%
$89.7K - $105K
22.1K $1.15M
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
2.5K
+ 12.21%
$86.1K - $101K
22.9K $1.19M
Oct 19, 2022 Q3 2022
L.M. Kohn & Company

BUY
 -
2.36K
+ 7.91%
$81.5K - $95.5K
32.2K $1.68M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
2.33K
+ 6.67%
$80.3K - $94.1K
37.2K $1.93M
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
2.15K
+ 2.09%
$74.1K - $86.9K
105K $5.45M
Nov 14, 2022 Q3 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
2.11K
+ 15.73%
$72.9K - $85.5K
15.6K $809K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
2.09K
New
$72.2K - $84.7K
2.09K $109K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.09K
+ 6.74%
$72K - $84.4K
33.1K $1.72M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
2.04K
+ 1.78%
$70.4K - $82.5K
116K $6.05M
Nov 03, 2022 Q3 2022
Salomon & Ludwin, LLC

BUY
 -
1.98K
+ 7.94%
$68.2K - $79.9K
26.9K $1.4M
Nov 14, 2022 Q3 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.94K
+ 5.16%
$66.9K - $78.4K
39.6K $2.06M
Nov 07, 2022 Q3 2022
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.94K
+ 26.08%
$66.7K - $78.2K
9.35K $486K
Oct 19, 2022 Q3 2022
Essex Savings Bank

BUY
 -
1.94K
+ 28.49%
$66.7K - $78.2K
8.73K $454K
Nov 07, 2022 Q3 2022
Arrow Financial Corp

BUY
 -
1.93K
+ 24.6%
$66.4K - $77.8K
9.75K $507K
Nov 01, 2022 Q3 2022
Howard Wealth Management, LLC

Madison, CT
BUY
 -
1.91K
+ 6.33%
$65.8K - $77.1K
32K $1.66M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.9K
+ 0.43%
$65.7K - $77K
442K $23M
Oct 28, 2022 Q3 2022
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
1.88K
+ 5.25%
$64.9K - $76.1K
37.8K $1.96M
Nov 07, 2022 Q3 2022
Occidental Asset Management, LLC

BUY
 -
1.84K
+ 1.68%
$63.5K - $74.5K
111K $5.78M
Nov 01, 2022 Q3 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.77K
+ 22.56%
$61K - $71.6K
9.62K $500K
Nov 07, 2022 Q3 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.75K
+ 13.31%
$60.4K - $70.8K
14.9K $775K
Dec 15, 2022 Q3 2022
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
1.68K
+ 0.89%
$57.8K - $67.8K
190K $9.87M
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
1.67K
New
$57.5K - $67.4K
1.67K $86.6K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.64K
New
$56.6K - $66.3K
1.64K $85.3K
Nov 02, 2022 Q3 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
1.57K
+ 2.77%
$54.2K - $63.6K
58.3K $3.03M
Oct 18, 2022 Q3 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
1.5K
+ 56.58%
$51.7K - $60.6K
4.15K $216K
Oct 26, 2022 Q3 2022
Financial Insights, Inc.

BUY
 -
1.5K
+ 15.18%
$51.7K - $60.6K
11.4K $592K
Nov 09, 2022 Q3 2022
Compass Financial Advisors LLC

BUY
 -
1.45K
+ 5.46%
$49.8K - $58.4K
27.9K $1.45M
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
1.4K
+ 23.38%
$48.4K - $56.8K
7.41K $385K
Oct 11, 2022 Q3 2022
Hudson Valley Investment Advisors Inc

BUY
 -
1.32K
+ 13.87%
$45.5K - $53.3K
10.8K $563K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
1.31K
+ 3.01%
$45.3K - $53.1K
45K $2.34M
Nov 07, 2022 Q3 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.31K
+ 10.32%
$45.1K - $52.8K
14K $726K
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.28K
+ 5.64%
$44.2K - $51.8K
24K $1.25M
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.19K
+ 2.42%
$40.9K - $47.9K
50.2K $2.61M
Oct 25, 2022 Q3 2022
Barber Financial Group, Inc.

BUY
 -
1.11K
+ 0.71%
$38.3K - $44.9K
158K $8.23M
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.09K
+ 31.67%
$37.7K - $44.2K
4.54K $236K
Nov 14, 2022 Q3 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
1K
+ 0.74%
$34.6K - $40.6K
136K $7.07M
Nov 08, 2022 Q3 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
999
+ 10.83%
$34.5K - $40.4K
10.2K $532K
Oct 24, 2022 Q3 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
994
+ 3.85%
$34.3K - $40.2K
26.8K $1.4M
Oct 26, 2022 Q3 2022
Sequoia Financial Advisors, LLC

BUY
 -
990
+ 11.61%
$34.1K - $40K
9.52K $495K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
987
New
$34K - $39.9K
987 $51.3K

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