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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
42.3K+ 9.12% |
$1.47M - $1.72M
|
506K
$27.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
42.1K+ 139.68% |
$1.46M - $1.71M
|
72.2K
$3.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.6K+ 4.29% |
$1.45M - $1.69M
|
1.01M
$55.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
41.2K+ 35.01% |
$1.43M - $1.68M
|
159K
$8.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
39.8K+ 19.28% |
$1.38M - $1.62M
|
246K
$13.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
38.7K+ 137.86% |
$1.35M - $1.58M
|
66.8K
$3.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
38.5K+ 569.66% |
$1.34M - $1.57M
|
45.3K
$2.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
37.7K+ 86.14% |
$1.31M - $1.53M
|
81.5K
$4.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
37.5KNew |
$1.3M - $1.52M
|
37.5K
$2.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
36.8K+ 12.07% |
$1.28M - $1.5M
|
342K
$18.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
36.5KNew |
$1.27M - $1.49M
|
36.5K
$2.01M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
35.2K+ 14.87% |
$1.23M - $1.43M
|
272K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
34.4K+ 60.42% |
$1.2M - $1.4M
|
91.2K
$5.03M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
33KNew |
$1.15M - $1.34M
|
33K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33K+ 21.84% |
$1.15M - $1.34M
|
184K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.9KNew |
$1.14M - $1.34M
|
32.9K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
32.6KNew |
$1.13M - $1.33M
|
32.6K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
32.4KNew |
$1.13M - $1.32M
|
32.4K
$1.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.9K+ 12.3% |
$1.11M - $1.3M
|
291K
$16.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
30.3KNew |
$1.06M - $1.23M
|
30.3K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30.3K+ 280.44% |
$1.05M - $1.23M
|
41.1K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30.3KNew |
$1.05M - $1.23M
|
30.3K
$1.67M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
29.9KNew |
$1.04M - $1.22M
|
29.9K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.9K+ 1.33% |
$1.04M - $1.22M
|
2.27M
$125M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
29.5K+ 24.55% |
$1.03M - $1.2M
|
149K
$8.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
29.1K+ 12.73% |
$1.01M - $1.19M
|
258K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
27.9KNew |
$971K - $1.14M
|
27.9K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
27.6K+ 71.14% |
$961K - $1.12M
|
66.4K
$3.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27.2KNew |
$945K - $1.11M
|
27.2K
$1.5M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
27.2KNew |
$945K - $1.11M
|
27.2K
$1.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27.1K+ 13.21% |
$944K - $1.1M
|
232K
$12.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
26.8KNew |
$934K - $1.09M
|
26.8K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
26.4K+ 2.38% |
$920K - $1.08M
|
1.14M
$62.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
26.4K+ 198.38% |
$918K - $1.07M
|
39.7K
$2.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.7K+ 4.16% |
$894K - $1.05M
|
643K
$35.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
25.5K+ 19.6% |
$888K - $1.04M
|
156K
$8.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
25K+ 20.72% |
$869K - $1.02M
|
145K
$8.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
24.9K+ 239.16% |
$867K - $1.01M
|
35.3K
$1.95M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24.7KNew |
$859K - $1.01M
|
24.7K
$1.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
24.7K+ 13.02% |
$858K - $1M
|
214K
$11.8M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
24.6K+ 6.48% |
$856K - $1M
|
404K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.4K+ 8.09% |
$849K - $994K
|
326K
$18M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.1K+ 62.33% |
$839K - $982K
|
62.8K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
23.6K+ 111.0% |
$819K - $959K
|
44.8K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
23.2K+ 19.43% |
$807K - $944K
|
143K
$7.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.8K+ 5.67% |
$793K - $928K
|
424K
$23.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
22.3KNew |
$774K - $906K
|
22.3K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
21.9KNew |
$762K - $891K
|
21.9K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21.9K+ 1.35% |
$760K - $890K
|
1.64M
$90.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.3K+ 338.36% |
$743K - $869K
|
27.7K
$1.52M
|