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 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
154K+ 11.56% |
$5.35M - $6.25M
|
1.48M
$81.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
152K+ 53.3% |
$5.28M - $6.18M
|
437K
$24.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
149K+ 12.06% |
$5.18M - $6.06M
|
1.38M
$76.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148K+ 43.3% |
$5.13M - $6.01M
|
488K
$26.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
144K+ 20.7% |
$5.01M - $5.86M
|
839K
$46.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
144K+ 41.17% |
$4.99M - $5.84M
|
492K
$27.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
137K+ 325.08% |
$4.78M - $5.59M
|
180K
$9.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
133KNew |
$4.64M - $5.43M
|
133K
$7.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
121K+ 27.47% |
$4.2M - $4.91M
|
560K
$30.9M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
120K+ 18.39% |
$4.16M - $4.87M
|
771K
$42.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
119K+ 28.93% |
$4.14M - $4.84M
|
530K
$29.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
118K+ 49.65% |
$4.12M - $4.82M
|
357K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
113K+ 142.14% |
$3.93M - $4.6M
|
192K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
107KNew |
$3.71M - $4.34M
|
107K
$5.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
101KNew |
$3.51M - $4.11M
|
101K
$5.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
101K+ 29.32% |
$3.51M - $4.1M
|
445K
$24.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
95KNew |
$3.31M - $3.87M
|
95K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.8K+ 1.17% |
$3.19M - $3.74M
|
7.9M
$436M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.2KNew |
$3M - $3.51M
|
86.2K
$4.75M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
84.9K+ 172.39% |
$2.95M - $3.45M
|
134K
$7.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
84.4K+ 35.37% |
$2.94M - $3.44M
|
323K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.7K+ 10.57% |
$2.88M - $3.37M
|
865K
$47.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
80.6K+ 156.76% |
$2.8M - $3.28M
|
132K
$7.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
79.9KNew |
$2.78M - $3.25M
|
79.9K
$4.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.3K+ 22.69% |
$2.72M - $3.19M
|
423K
$23.3M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
77.3KNew |
$2.69M - $3.15M
|
77.3K
$4.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
75.8K+ 1000.85% |
$2.64M - $3.08M
|
83.3K
$4.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
75.7K+ 6.29% |
$2.63M - $3.08M
|
1.28M
$70.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
75.5K+ 49.65% |
$2.63M - $3.07M
|
227K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
73KNew |
$2.54M - $2.97M
|
73K
$4.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
72.4KNew |
$2.52M - $2.95M
|
72.4K
$3.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
69.3K+ 1.61% |
$2.41M - $2.82M
|
4.36M
$241M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
68.4K+ 8.25% |
$2.38M - $2.79M
|
898K
$49.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
64.7K+ 89.16% |
$2.25M - $2.63M
|
137K
$7.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.3K+ 175.7% |
$2.2M - $2.58M
|
99.3K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
63KNew |
$2.19M - $2.56M
|
63K
$3.47M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
60K+ 34.5% |
$2.09M - $2.44M
|
234K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
57.5K+ 2.72% |
$2M - $2.34M
|
2.17M
$120M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
57.5K+ 12.41% |
$2M - $2.34M
|
521K
$28.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
57.5K+ 2355.04% |
$2M - $2.34M
|
59.9K
$3.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
56.5K+ 5.17% |
$1.97M - $2.3M
|
1.15M
$63.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
55.3KNew |
$1.92M - $2.25M
|
55.3K
$3.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
55.2KNew |
$1.92M - $2.25M
|
55.2K
$3.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
51.9K+ 43.25% |
$1.81M - $2.11M
|
172K
$9.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
50.4KNew |
$1.75M - $2.05M
|
50.4K
$2.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.9K+ 4.51% |
$1.67M - $1.95M
|
1.11M
$61.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47KNew |
$1.64M - $1.91M
|
47K
$2.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
46.7K+ 93.26% |
$1.63M - $1.9M
|
96.9K
$5.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
46.4KNew |
$1.61M - $1.89M
|
46.4K
$2.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45K+ 17.4% |
$1.56M - $1.83M
|
303K
$16.7M
|