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
Marcum Wealth, LLC

SELL
 -
-12.4K
- 9.49%
$492K - $530K
119K $6.48M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-13.1K
- 47.84%
$518K - $559K
14.3K $781K
Apr 21, 2022 Q1 2022
Peterson Wealth Advisors, LLC

SELL
 -
-13.3K
- 21.54%
$524K - $565K
48.3K $2.64M
May 09, 2022 Q1 2022
Capital Square, LLC

SELL
 -
-13.6K
Closed
$538K - $580K
0 $0
Aug 01, 2022 Q1 2022
Awm Capital, LLC

SELL
 -
-14.2K
- 47.81%
$563K - $607K
15.5K $850K
May 10, 2022 Q1 2022
American Investment Services, Inc.

SELL
 -
-14.5K
- 21.85%
$573K - $618K
51.8K $2.83M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

SELL
 -
-14.6K
- 22.19%
$576K - $621K
51.1K $2.79M
Apr 22, 2022 Q1 2022
Pacific Financial Group Inc

SELL
 -
-14.7K
- 7.66%
$582K - $628K
177K $9.7M
May 16, 2022 Q1 2022
State Street Corp

Boston, MA
SELL
 -
-15.1K
- 5.69%
$599K - $646K
251K $13.7M
May 16, 2022 Q1 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-15.9K
Closed
$630K - $679K
0 $0
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-16.1K
- 23.38%
$636K - $686K
52.7K $2.88M
Apr 18, 2022 Q1 2022
Riversedge Advisors, LLC

SELL
 -
-16.4K
- 2.75%
$647K - $697K
579K $31.7M
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-16.7K
- 53.73%
$661K - $712K
14.4K $786K
May 09, 2022 Q1 2022
Cx Institutional

SELL
 -
-17.2K
- 9.06%
$680K - $733K
173K $9.44M
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-17.6K
Closed
$696K - $751K
0 $0
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-17.9K
- 25.08%
$708K - $763K
53.5K $2.92M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-18.4K
- 1.87%
$728K - $786K
965K $52.7M
Apr 12, 2022 Q1 2022
Ewg Elevate Inc.

SELL
 -
-18.7K
- 71.01%
$738K - $796K
7.62K $416K
May 03, 2022 Q1 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-19.1K
- 2.16%
$756K - $815K
864K $47.3M
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-20.3K
- 50.14%
$803K - $866K
20.2K $1.1M
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-20.7K
- 31.64%
$818K - $882K
44.7K $2.44M
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-22K
Closed
$871K - $939K
0 $0
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-25K
- 9.5%
$990K - $1.07M
239K $13M
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-26.8K
- 0.82%
$1.06M - $1.14M
3.23M $177M
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-28.5K
- 40.3%
$1.13M - $1.21M
42.2K $2.31M
Apr 25, 2022 Q1 2022
Fifth Third Securities, Inc.

SELL
 -
-28.7K
Closed
$1.13M - $1.22M
0 $0
May 10, 2022 Q1 2022
Alera Investment Advisors, LLC

SELL
 -
-30.4K
- 3.21%
$1.2M - $1.3M
916K $50.1M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-30.7K
- 7.41%
$1.21M - $1.31M
383K $21M
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

SELL
 -
-32K
- 6.6%
$1.26M - $1.36M
453K $24.8M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

SELL
 -
-34.7K
- 0.42%
$1.37M - $1.48M
8.22M $450M
Apr 12, 2022 Q1 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-36K
- 5.5%
$1.42M - $1.53M
618K $33.8M
Apr 14, 2022 Q1 2022
Inspirion Wealth Advisors, LLC

SELL
 -
-36.3K
- 4.9%
$1.43M - $1.55M
705K $38.5M
May 02, 2022 Q1 2022
Allspring Global Investments Holdings, LLC

SELL
 -
-37.2K
- 9.33%
$1.47M - $1.59M
362K $19.8M
May 11, 2022 Q1 2022
Erts Wealth Advisors, LLC

SELL
 -
-40.8K
- 2.8%
$1.61M - $1.74M
1.42M $77.4M
May 13, 2022 Q1 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-41.8K
Closed
$1.65M - $1.78M
0 $0
Apr 22, 2022 Q1 2022
Sfg Wealth Management, Llc.

SELL
 -
-46.6K
Closed
$1.84M - $1.99M
0 $0
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-46.7K
- 34.83%
$1.85M - $1.99M
87.4K $4.78M
Aug 31, 2022 Q1 2022
Acute Investment Advisory, LLC

Mesa, AZ
SELL
 -
-47K
Closed
$1.86M - $2M
0 $0
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-48.6K
- 98.5%
$1.92M - $2.07M
739 $40.4K
Apr 22, 2022 Q1 2022
Gunma Bank,Ltd.

SELL
 -
-50K
Closed
$1.98M - $2.13M
0 $0
May 16, 2022 Q1 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-50.9K
- 85.63%
$2.01M - $2.17M
8.54K $467K
May 09, 2022 Q1 2022
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-55.6K
- 71.37%
$2.2M - $2.37M
22.3K $1.22M
Apr 08, 2022 Q1 2022
Barber Financial Group, Inc.

SELL
 -
-58.4K
- 27.88%
$2.31M - $2.49M
151K $8.26M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-61K
- 23.73%
$2.41M - $2.6M
196K $10.7M
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-61.1K
- 6.78%
$2.42M - $2.61M
840K $45.9M
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
SELL
 -
-71.6K
- 5.1%
$2.83M - $3.05M
1.33M $72.7M
May 16, 2022 Q1 2022
Hunting Hill Global Capital, LLC

New York, NY
SELL
 -
-84.7K
- 67.8%
$3.35M - $3.61M
40.2K $2.2M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

SELL
 -
-95.7K
- 3.4%
$3.78M - $4.08M
2.72M $149M
Jun 10, 2022 Q1 2022
J.W. Cole Advisors, Inc.

SELL
 -
-100K
- 90.24%
$3.96M - $4.27M
10.8K $593K

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