Purchases and Sales Made in Q3 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 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 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-75K- 38.58% |
$2.59M - $3.03M
|
119K
$6.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-86.7K- 11.09% |
$2.99M - $3.51M
|
695K
$35.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-92K- 18.28% |
$3.17M - $3.72M
|
411K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-95.6K- 3.05% |
$3.3M - $3.86M
|
3.04M
$153M
|
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-108K- 44.23% |
$3.71M - $4.35M
|
136K
$6.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-110K- 68.68% |
$3.79M - $4.44M
|
50.1K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-130K- 9.71% |
$4.48M - $5.25M
|
1.21M
$60.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-133K- 63.08% |
$4.6M - $5.39M
|
78.1K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-142K- 3.28% |
$4.89M - $5.73M
|
4.19M
$211M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-145K- 19.26% |
$5.01M - $5.88M
|
609K
$30.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-147K- 67.63% |
$5.07M - $5.94M
|
70.4K
$3.55M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-149K- 10.76% |
$5.13M - $6.02M
|
1.23M
$62.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-152K- 35.74% |
$5.24M - $6.14M
|
273K
$13.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-158K- 75.44% |
$5.45M - $6.39M
|
51.4K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-181K- 9.0% |
$6.25M - $7.32M
|
1.83M
$92.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-203K- 10.83% |
$7M - $8.2M
|
1.67M
$84.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-216K- 37.08% |
$7.45M - $8.73M
|
367K
$18.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-218K- 13.07% |
$7.51M - $8.81M
|
1.45M
$73.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-223K- 22.76% |
$7.68M - $9M
|
755K
$38.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-291K- 22.62% |
$10.1M - $11.8M
|
997K
$50.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-292K- 97.98% |
$10.1M - $11.8M
|
6K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-298K- 11.71% |
$10.3M - $12M
|
2.24M
$113M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-351K- 68.32% |
$12.1M - $14.2M
|
163K
$8.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-355K- 15.95% |
$12.2M - $14.3M
|
1.87M
$94.2M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-400K- 66.19% |
$13.8M - $16.2M
|
205K
$10.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-550K- 48.07% |
$19M - $22.2M
|
594K
$30M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-551K- 52.76% |
$19M - $22.3M
|
493K
$24.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-666K- 18.95% |
$23M - $26.9M
|
2.85M
$144M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-944K- 20.62% |
$32.6M - $38.2M
|
3.63M
$183M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-950K- 44.45% |
$32.8M - $38.4M
|
1.19M
$59.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.72M- 23.72% |
$59.4M - $69.6M
|
5.54M
$279M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.77M- 70.82% |
$95.6M - $112M
|
1.14M
$57.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.67M- 31.57% |
$161M - $189M
|
10.1M
$511M
|