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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-101K- 28.1% |
$4M - $4.31M
|
259K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-104K- 4.14% |
$4.12M - $4.45M
|
2.42M
$132M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-106K- 91.1% |
$4.21M - $4.54M
|
10.4K
$569K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-109K- 67.01% |
$4.3M - $4.64M
|
53.6K
$2.93M
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-112K- 12.38% |
$4.43M - $4.78M
|
794K
$43.4M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-113KClosed |
$4.48M - $4.83M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-115K- 9.53% |
$4.54M - $4.89M
|
1.09M
$59.5M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-120K- 46.27% |
$4.76M - $5.14M
|
140K
$7.65M
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-132K- 32.27% |
$5.22M - $5.63M
|
277K
$15.2M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-135K- 88.77% |
$5.34M - $5.76M
|
17.1K
$934K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-164K- 21.42% |
$6.49M - $7M
|
602K
$32.9M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-173K- 13.05% |
$6.86M - $7.39M
|
1.16M
$63.2M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-200K- 27.53% |
$7.9M - $8.52M
|
526K
$28.8M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-263K- 8.69% |
$10.4M - $11.2M
|
2.76M
$151M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-363K- 28.72% |
$14.4M - $15.5M
|
902K
$49.3M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-376K- 42.23% |
$14.9M - $16M
|
514K
$28.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-403KClosed |
$15.9M - $17.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-422K- 8.63% |
$16.7M - $18M
|
4.47M
$244M
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-422KClosed |
$16.7M - $18M
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-530K- 76.24% |
$20.9M - $22.6M
|
165K
$9.03M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-536K- 18.56% |
$21.2M - $22.8M
|
2.35M
$129M
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-555K- 95.07% |
$21.9M - $23.7M
|
28.8K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-703K- 97.6% |
$27.8M - $30M
|
17.3K
$947K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-710K- 24.99% |
$28.1M - $30.3M
|
2.13M
$117M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.08M- 44.89% |
$42.6M - $46M
|
1.32M
$72.4M
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.77M- 99.0% |
$69.9M - $75.4M
|
17.9K
$977K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.78M- 62.36% |
$70.4M - $75.9M
|
1.07M
$58.7M
|