Purchases and Sales Made in Q4 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 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
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
264
New
$9.18K - $10.7K
264 $13.9K
Feb 09, 2023 Q4 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
262
+ 1.6%
$9.11K - $10.7K
16.7K $878K
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
248
New
$8.63K - $10.1K
248 $13.1K
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
243
New
$8.45K - $9.89K
243 $12.8K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
227
+ 4.39%
$7.9K - $9.24K
5.4K $285K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
221
+ 0.3%
$7.69K - $9K
74.8K $3.94M
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
202
New
$7.03K - $8.22K
202 $10.6K
Feb 07, 2023 Q4 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
197
+ 0.39%
$6.85K - $8.02K
50.7K $2.67M
Feb 13, 2023 Q4 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
186
+ 1.82%
$6.47K - $7.57K
10.4K $550K
Aug 11, 2023 Q4 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
186
+ 1.82%
$6.47K - $7.57K
10.4K $550K
Feb 13, 2023 Q4 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
178
New
$6.19K - $7.25K
178 $9.38K
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
161
+ 0.28%
$5.6K - $6.55K
57.4K $3.03M
Feb 07, 2023 Q4 2022
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
153
New
$5.32K - $6.23K
153 $8.06K
Feb 01, 2023 Q4 2022
Arrow Financial Corp

BUY
 -
150
+ 1.54%
$5.22K - $6.11K
9.9K $522K
Jul 20, 2023 Q4 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
149
+ 2.57%
$5.18K - $6.07K
5.95K $314K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
147
+ 0.02%
$5.11K - $5.98K
838K $44.2M
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
131
+ 0.83%
$4.56K - $5.33K
15.9K $836K
Feb 02, 2023 Q4 2022
Wealthstream Advisors, Inc.

BUY
 -
122
+ 0.63%
$4.24K - $4.97K
19.4K $1.02M
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
103
+ 0.28%
$3.58K - $4.19K
37.3K $1.97M
Mar 14, 2023 Q4 2022
Awm Capital, LLC

BUY
 -
94
+ 0.6%
$3.27K - $3.83K
15.8K $834K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
91
+ 0.05%
$3.17K - $3.7K
202K $10.6M
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
87
+ 0.61%
$3.03K - $3.54K
14.3K $754K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
82
New
$2.85K - $3.34K
82 $4.32K
Jan 10, 2023 Q4 2022
American National Bank

BUY
 -
80
New
$2.78K - $3.26K
80 $4.22K
Feb 14, 2023 Q4 2022
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
79
New
$2.75K - $3.22K
79 $4.16K
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
77
New
$2.68K - $3.13K
77 $4.06K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
75
New
$2.61K - $3.05K
75 $3.95K
Feb 07, 2023 Q4 2022
Brio Consultants, LLC

BUY
 -
63
+ 0.57%
$2.19K - $2.56K
11.2K $588K
Jan 31, 2023 Q4 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
63
+ 0.14%
$2.19K - $2.56K
44.1K $2.32M
Feb 14, 2023 Q4 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
55
+ 0.44%
$1.91K - $2.24K
12.7K $667K
Feb 06, 2023 Q4 2022
Wolf Group Capital Advisors

BUY
 -
53
+ 0.56%
$1.84K - $2.16K
9.48K $500K
Jan 23, 2023 Q4 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
53
New
$1.84K - $2.16K
53 $2.79K
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
45
+ 0.62%
$1.57K - $1.83K
7.29K $384K
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
24
+ 0.56%
$835 - $977
4.33K $228K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
22
+ 0.51%
$765 - $896
4.32K $228K
Dec 06, 2023 Q4 2022
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
21
New
$731 - $855
21 $1.11K
Jan 17, 2023 Q4 2022
Bridge Advisory, LLC

BUY
 -
17
+ 0.17%
$591 - $692
9.84K $519K
Feb 14, 2023 Q4 2022
Better Money Decisions, LLC

BUY
 -
13
+ 0.1%
$452 - $529
13.4K $707K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
10
+ 0.01%
$348 - $407
76.4K $4.03M
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
10
+ 0.65%
$348 - $407
1.55K $81.7K
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
6
+ 0.7%
$209 - $244
865 $45.6K
Feb 14, 2023 Q4 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
6
+ 0.01%
$209 - $244
49.1K $2.59M
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
4
+ 0.62%
$139 - $163
651 $34.3K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3
+ 0.53%
$104 - $122
565 $29.8K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
3
+ 5.0%
$104 - $122
63 $3.32K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
2
+ 0.09%
$69.6 - $81.4
2.29K $121K
Feb 07, 2023 Q4 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
1
+ 1.32%
$34.8 - $40.7
77 $4.06K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
1
New
$34.8 - $40.7
1 $52.7
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-1
- 0.01%
$34.8 - $40.7
7.9K $416K

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