Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4M+ 299.9% |
$611M - $659M
|
20.6M
$1.13B
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.53M+ 25897.66% |
$179M - $193M
|
4.55M
$249M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.11M+ 201.15% |
$83.6M - $90.1M
|
3.16M
$173M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.07M+ 20.0% |
$81.8M - $88.2M
|
12.4M
$679M
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.84MNew |
$72.9M - $78.6M
|
1.84M
$101M
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.77M+ 13338.99% |
$70.1M - $75.6M
|
1.79M
$97.7M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.27MNew |
$50.3M - $54.3M
|
1.27M
$69.6M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.26M+ 30.73% |
$49.7M - $53.6M
|
5.35M
$292M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.17M+ 194.54% |
$46.1M - $49.8M
|
1.77M
$96.6M
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
929KNew |
$36.7M - $39.6M
|
929K
$50.8M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
827K+ 1.39% |
$32.7M - $35.3M
|
60.2M
$3.29B
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
822KNew |
$32.5M - $35M
|
822K
$44.9M
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
779K+ 5.73% |
$30.8M - $33.2M
|
14.4M
$786M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
769K+ 20.5% |
$30.4M - $32.8M
|
4.52M
$247M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
759K+ 10.18% |
$30M - $32.4M
|
8.21M
$449M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
673K+ 9.0% |
$26.6M - $28.7M
|
8.15M
$446M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
516K+ 93.97% |
$20.4M - $22M
|
1.06M
$58.2M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500K+ 24.86% |
$19.8M - $21.3M
|
2.51M
$137M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
484K+ 23.19% |
$19.1M - $20.6M
|
2.57M
$140M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
473K+ 3662.9% |
$18.7M - $20.2M
|
486K
$26.6M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
459K+ 296.08% |
$18.2M - $19.6M
|
614K
$33.6M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
456K+ 9.13% |
$18M - $19.4M
|
5.45M
$298M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
414K+ 48.93% |
$16.4M - $17.7M
|
1.26M
$68.9M
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
408KNew |
$16.1M - $17.4M
|
408K
$22.3M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
408K+ 40.51% |
$16.1M - $17.4M
|
1.42M
$77.4M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
368K+ 393.14% |
$14.5M - $15.7M
|
461K
$25.2M
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
346KNew |
$13.7M - $14.7M
|
346K
$18.9M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
338K+ 9112.09% |
$13.4M - $14.4M
|
341K
$18.7M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
323K+ 51.6% |
$12.8M - $13.8M
|
948K
$51.8M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
319K+ 33.05% |
$12.6M - $13.6M
|
1.28M
$70.2M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
315K+ 253.78% |
$12.4M - $13.4M
|
439K
$24M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
299K+ 67.95% |
$11.8M - $12.7M
|
738K
$40.3M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
276K+ 3.51% |
$10.9M - $11.8M
|
8.15M
$446M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
254K+ 538.1% |
$10.1M - $10.8M
|
301K
$16.5M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
247K+ 40.32% |
$9.77M - $10.5M
|
860K
$47M
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
246KNew |
$9.74M - $10.5M
|
246K
$13.5M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
235K+ 989.77% |
$9.29M - $10M
|
259K
$14.1M
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
234KNew |
$9.26M - $9.99M
|
234K
$12.8M
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
222KNew |
$8.77M - $9.45M
|
222K
$12.1M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
199K+ 29.48% |
$7.89M - $8.51M
|
876K
$47.9M
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
186KNew |
$7.36M - $7.93M
|
186K
$10.2M
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
183K+ 2080.25% |
$7.25M - $7.82M
|
192K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
173K+ 53.86% |
$6.85M - $7.38M
|
495K
$27M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
167KNew |
$6.61M - $7.13M
|
167K
$9.14M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
154K+ 5.61% |
$6.11M - $6.59M
|
2.91M
$159M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
147K+ 361.53% |
$5.83M - $6.28M
|
188K
$10.3M
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
141K+ 2427.26% |
$5.59M - $6.03M
|
147K
$8.04M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
135KNew |
$5.35M - $5.77M
|
135K
$7.4M
|
|
May 13, 2022
Q1 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
135KNew |
$5.34M - $5.76M
|
135K
$7.38M
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
131K+ 9.46% |
$5.19M - $5.6M
|
1.52M
$83M
|