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 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1.06K+ 15.67% |
$36.9K - $43.2K
|
7.83K
$413K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.06K+ 14.42% |
$36.8K - $43.1K
|
8.4K
$443K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.02K+ 0.83% |
$35.6K - $41.7K
|
124K
$6.52M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
962New |
$33.5K - $39.2K
|
962
$50.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
941+ 42.14% |
$32.7K - $38.3K
|
3.17K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
941+ 0.42% |
$32.7K - $38.3K
|
223K
$11.7M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
894+ 6.63% |
$31.1K - $36.4K
|
14.4K
$758K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
853+ 4.59% |
$29.7K - $34.7K
|
19.4K
$1.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
852New |
$29.6K - $34.7K
|
852
$44.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
840+ 84000.0% |
$29.2K - $34.2K
|
841
$44.3K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
829+ 6.77% |
$28.8K - $33.7K
|
13.1K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
792+ 0.98% |
$27.6K - $32.2K
|
81.8K
$4.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
772+ 0.59% |
$26.9K - $31.4K
|
131K
$6.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
765+ 100.0% |
$26.6K - $31.1K
|
1.53K
$80.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
746+ 3.07% |
$26K - $30.4K
|
25.1K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
720New |
$25K - $29.3K
|
720
$38K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
687+ 6.95% |
$23.9K - $28K
|
10.6K
$558K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
680+ 0.14% |
$23.7K - $27.7K
|
492K
$26M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
664+ 7.77% |
$23.1K - $27K
|
9.21K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
650New |
$22.6K - $26.5K
|
650
$34.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
644+ 12.82% |
$22.4K - $26.2K
|
5.67K
$299K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
618+ 1.37% |
$21.5K - $25.2K
|
45.9K
$2.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
616+ 0.74% |
$21.4K - $25.1K
|
84.2K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
588+ 6.95% |
$20.5K - $23.9K
|
9.05K
$477K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
588New |
$20.5K - $23.9K
|
588
$31K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
587+ 0.51% |
$20.4K - $23.9K
|
115K
$6.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
551+ 0.36% |
$19.2K - $22.4K
|
153K
$8.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
544+ 1.09% |
$18.9K - $22.1K
|
50.5K
$2.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
536+ 5.57% |
$18.6K - $21.8K
|
10.2K
$535K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
536+ 5.46% |
$18.6K - $21.8K
|
10.3K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
519New |
$18.1K - $21.1K
|
519
$27.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
516+ 1.44% |
$18K - $21K
|
36.3K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
509+ 0.83% |
$17.7K - $20.7K
|
61.6K
$3.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
494+ 0.99% |
$17.2K - $20.1K
|
50.5K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
483+ 212.78% |
$16.8K - $19.7K
|
710
$37.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
474+ 3.16% |
$16.5K - $19.3K
|
15.5K
$816K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
468+ 6.5% |
$16.3K - $19.1K
|
7.66K
$404K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
440New |
$15.3K - $17.9K
|
440
$23.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
417+ 1.17% |
$14.5K - $17K
|
36K
$1.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
400+ 2.56% |
$13.9K - $16.3K
|
16K
$843K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
381+ 6.45% |
$13.3K - $15.5K
|
6.29K
$331K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
380+ 100.26% |
$13.2K - $15.5K
|
759
$40K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
332+ 1.5% |
$11.6K - $13.5K
|
22.4K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
322+ 2.94% |
$11.2K - $13.1K
|
11.3K
$593K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
307+ 361.18% |
$10.7K - $12.5K
|
392
$20.7K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 60.0% |
$10.4K - $12.2K
|
800
$42.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
293+ 0.68% |
$10.2K - $11.9K
|
43.2K
$2.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
282+ 13.23% |
$9.81K - $11.5K
|
2.41K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
281New |
$9.78K - $11.4K
|
281
$14.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
278+ 2.57% |
$9.67K - $11.3K
|
11.1K
$586K
|