Purchases and Sales Made in Q1 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 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
Apr 20, 2022 Q1 2022
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-2.65K
- 7.66%
$105K - $113K
32K $1.75M
May 05, 2022 Q1 2022
Savant Capital, LLC

SELL
 -
-2.68K
- 1.57%
$106K - $114K
168K $9.2M
May 10, 2022 Q1 2022
Probity Advisors, Inc.

Dallas, TX
SELL
 -
-2.7K
- 1.62%
$107K - $115K
163K $8.94M
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-2.72K
- 11.95%
$108K - $116K
20K $1.1M
May 10, 2022 Q1 2022
Wrapmanager Inc

SELL
 -
-2.85K
- 1.3%
$113K - $122K
217K $11.8M
Apr 19, 2022 Q1 2022
Financial Planning & Information Services, Inc.

SELL
 -
-2.87K
- 1.65%
$113K - $122K
171K $9.34M
May 26, 2022 Q1 2022
Gradient Investments LLC

SELL
 -
-2.96K
- 42.5%
$117K - $126K
4K $219K
May 05, 2022 Q1 2022
Community Bank, N.A.

SELL
 -
-3K
- 16.53%
$118K - $128K
15.1K $827K
Jul 14, 2022 Q1 2022
Juncture Wealth Strategies, LLC

SELL
 -
-3.01K
- 1.07%
$119K - $128K
278K $15.2M
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-3.32K
- 0.71%
$131K - $141K
467K $25.5M
May 10, 2022 Q1 2022
Kwb Wealth

Redlands, CA
SELL
 -
-3.65K
- 0.27%
$144K - $156K
1.36M $74.2M
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-3.71K
- 1.81%
$147K - $158K
201K $11M
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

SELL
 -
-3.76K
- 6.42%
$148K - $160K
54.7K $2.99M
May 04, 2022 Q1 2022
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-3.86K
- 32.63%
$153K - $165K
7.97K $436K
May 16, 2022 Q1 2022
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-4.09K
- 8.02%
$162K - $174K
46.9K $2.56M
Apr 14, 2022 Q1 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-4.1K
- 38.53%
$162K - $175K
6.54K $358K
May 05, 2022 Q1 2022
Lantz Financial LLC

SELL
 -
-4.19K
- 11.6%
$166K - $179K
32K $1.75M
Jul 19, 2022 Q1 2022
Peterson Financial Group, Inc.

SELL
 -
-4.75K
- 8.86%
$188K - $202K
48.8K $2.67M
May 03, 2022 Q1 2022
Excalibur Management Corp

SELL
 -
-4.9K
Closed
$194K - $209K
0 $0
Apr 28, 2022 Q1 2022
Fusion Family Wealth LLC

SELL
 -
-5.12K
Closed
$202K - $218K
0 $0
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-5.16K
- 14.38%
$204K - $220K
30.7K $1.68M
May 13, 2022 Q1 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-5.17K
Closed
$204K - $220K
0 $0
Apr 18, 2022 Q1 2022
Capitol Family Office, Inc.

SELL
 -
-5.22K
Closed
$206K - $222K
0 $0
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-5.22K
- 36.47%
$206K - $223K
9.09K $497K
May 11, 2022 Q1 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-5.3K
- 17.99%
$210K - $226K
24.2K $1.32M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-5.33K
- 26.69%
$211K - $227K
14.7K $801K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-5.44K
- 27.53%
$215K - $232K
14.3K $782K
May 13, 2022 Q1 2022
Journey Advisory Group, LLC

SELL
 -
-5.44K
Closed
$215K - $232K
0 $0
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-5.48K
- 5.74%
$217K - $234K
90K $4.92M
May 10, 2022 Q1 2022
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-5.5K
- 7.06%
$218K - $235K
72.4K $3.96M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-5.6K
Closed
$221K - $239K
0 $0
Mar 23, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-5.73K
- 11.92%
$227K - $244K
42.3K $2.31M
May 05, 2022 Q1 2022
Berkeley Capital Partners, LLC

SELL
 -
-5.83K
Closed
$231K - $249K
0 $0
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

SELL
 -
-5.89K
Closed
$233K - $251K
0 $0
Apr 26, 2022 Q1 2022
Rodgers & Associates, LTD

SELL
 -
-5.96K
- 1.32%
$236K - $254K
446K $24.4M
Apr 27, 2022 Q1 2022
Shulman De Meo Asset Management LLC

SELL
 -
-6.47K
Closed
$256K - $276K
0 $0
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-6.77K
Closed
$268K - $289K
0 $0
May 10, 2022 Q1 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-7.05K
- 0.97%
$279K - $300K
720K $39.4M
May 04, 2022 Q1 2022
Reston Wealth Management LLC

SELL
 -
-7.08K
- 0.78%
$280K - $302K
900K $49.2M
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-7.97K
- 6.12%
$315K - $340K
122K $6.68M
May 13, 2022 Q1 2022
E Rn Financial, LLC

SELL
 -
-8.97K
- 4.42%
$355K - $383K
194K $10.6M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-9.35K
- 3.64%
$370K - $399K
248K $13.5M
May 03, 2022 Q1 2022
Motive Wealth Advisors

SELL
 -
-9.58K
- 6.17%
$379K - $408K
146K $7.96M
May 12, 2022 Q1 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-9.84K
- 38.03%
$389K - $419K
16K $876K
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-10.1K
- 18.72%
$400K - $432K
44K $2.4M
May 16, 2022 Q1 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-10.3K
- 7.51%
$409K - $441K
127K $6.96M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-11.2K
- 1.61%
$442K - $476K
682K $37.3M
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-11.3K
Closed
$448K - $483K
0 $0
Apr 21, 2022 Q1 2022
Financial Management Network Inc

SELL
 -
-11.9K
Closed
$471K - $508K
0 $0

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