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
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21.2KNew |
$738K - $864K
|
21.2K
$1.1M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.1KNew |
$735K - $861K
|
21.1K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
21.1K+ 31.76% |
$735K - $860K
|
87.6K
$4.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
21KNew |
$730K - $855K
|
21K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20.8K+ 20.95% |
$725K - $848K
|
120K
$6.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20.3K+ 151.96% |
$705K - $825K
|
33.6K
$1.74M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
19.6KNew |
$683K - $800K
|
19.6K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
19.5KNew |
$680K - $795K
|
19.5K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
19.3KNew |
$672K - $786K
|
19.3K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
19.2KNew |
$668K - $782K
|
19.2K
$997K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
19KNew |
$660K - $772K
|
19K
$984K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
18.8K+ 70.58% |
$654K - $766K
|
45.5K
$2.36M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$635K - $743K
|
18.3K
$947K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18K+ 189.19% |
$626K - $733K
|
27.5K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
17.9K+ 36.19% |
$623K - $729K
|
67.4K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17K+ 121.24% |
$591K - $692K
|
31K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17K+ 14.32% |
$590K - $690K
|
135K
$7.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 21.96% |
$589K - $689K
|
94K
$4.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.9K+ 26.32% |
$587K - $687K
|
81.1K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
16.7KNew |
$580K - $679K
|
16.7K
$865K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.6K+ 9.67% |
$578K - $676K
|
188K
$9.78M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.5KNew |
$575K - $672K
|
16.5K
$857K
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
15.8K+ 1.73% |
$551K - $645K
|
929K
$48.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$543K - $636K
|
15.6K
$810K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15.5K+ 11.26% |
$540K - $632K
|
153K
$7.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.5K+ 0.91% |
$538K - $629K
|
1.72M
$89.3M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
15.3KNew |
$534K - $625K
|
15.3K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$526K - $616K
|
15.1K
$785K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.1K+ 1755.28% |
$526K - $615K
|
16K
$829K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
15.1KNew |
$524K - $613K
|
15.1K
$781K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
14.8K+ 30.84% |
$516K - $604K
|
63K
$3.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14.4KNew |
$502K - $588K
|
14.4K
$749K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.2K+ 71.1% |
$495K - $579K
|
34.2K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
13.6KNew |
$472K - $552K
|
13.6K
$704K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
13.4K+ 0.67% |
$467K - $546K
|
2.02M
$105M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.2K+ 111.69% |
$458K - $536K
|
25K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.7KNew |
$442K - $517K
|
12.7K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.5KNew |
$436K - $510K
|
12.5K
$651K
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
12.5K+ 3.47% |
$435K - $509K
|
373K
$19.4M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
12.2K+ 5.23% |
$426K - $498K
|
246K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.1KNew |
$420K - $492K
|
12.1K
$627K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.9K+ 6.57% |
$413K - $484K
|
193K
$10M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
11.8KNew |
$412K - $482K
|
11.8K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$404K - $473K
|
11.6K
$603K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.5K+ 5668.97% |
$400K - $468K
|
11.7K
$608K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
11.3KNew |
$394K - $461K
|
11.3K
$588K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.3KNew |
$393K - $460K
|
11.3K
$586K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 33.21% |
$389K - $456K
|
44.9K
$2.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
11.1KNew |
$385K - $450K
|
11.1K
$574K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11K+ 41.11% |
$384K - $450K
|
37.9K
$1.97M
|