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 10, 2022
Q1 2022
|
Signify Wealth
|
BUY
|
- |
128KNew |
$5.06M - $5.46M
|
128K
$7M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
124K+ 32.89% |
$4.9M - $5.28M
|
500K
$27.3M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
113KNew |
$4.47M - $4.82M
|
113K
$6.18M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
113K+ 58.48% |
$4.46M - $4.81M
|
305K
$16.7M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
106K+ 96.69% |
$4.18M - $4.5M
|
215K
$11.7M
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
103KNew |
$4.07M - $4.39M
|
103K
$5.63M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103K+ 12.37% |
$4.06M - $4.37M
|
932K
$50.9M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
99.6K+ 866.0% |
$3.94M - $4.25M
|
111K
$6.07M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
99.6K+ 286.94% |
$3.94M - $4.25M
|
134K
$7.34M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
98.7K+ 244.0% |
$3.9M - $4.21M
|
139K
$7.61M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
96.5K+ 5.02% |
$3.82M - $4.11M
|
2.02M
$110M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
95.2K+ 5.0% |
$3.77M - $4.06M
|
2M
$109M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92.4K+ 5.1% |
$3.65M - $3.94M
|
1.91M
$104M
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
88.1KNew |
$3.48M - $3.76M
|
88.1K
$4.81M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
82.9K+ 75.45% |
$3.28M - $3.53M
|
193K
$10.5M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.7K+ 103.7% |
$3.19M - $3.44M
|
158K
$8.66M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
77.8K+ 11.97% |
$3.08M - $3.32M
|
728K
$39.8M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.7K+ 23.09% |
$3.07M - $3.31M
|
414K
$22.6M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
77.1K+ 77.7% |
$3.05M - $3.29M
|
176K
$9.64M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
76.5K+ 4.37% |
$3.03M - $3.26M
|
1.83M
$100M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.4K+ 34.49% |
$2.86M - $3.09M
|
282K
$15.4M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
67.9KNew |
$2.69M - $2.9M
|
67.9K
$3.71M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
64.4K+ 40.48% |
$2.55M - $2.75M
|
224K
$12.2M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.2K+ 5.41% |
$2.54M - $2.74M
|
1.25M
$68.3M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
63K+ 5.9% |
$2.49M - $2.69M
|
1.13M
$61.8M
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
62KNew |
$2.45M - $2.64M
|
62K
$3.39M
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
61.3K+ 17.45% |
$2.42M - $2.61M
|
412K
$22.5M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
60.7KNew |
$2.4M - $2.59M
|
60.7K
$3.32M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60K+ 13.9% |
$2.37M - $2.56M
|
491K
$26.9M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
52.3K+ 4.74% |
$2.07M - $2.23M
|
1.16M
$63.2M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52.3K+ 271.14% |
$2.07M - $2.23M
|
71.5K
$3.91M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51K+ 346.88% |
$2.02M - $2.17M
|
65.7K
$3.59M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
48K+ 307.71% |
$1.9M - $2.05M
|
63.6K
$3.48M
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
47.1KNew |
$1.86M - $2.01M
|
47.1K
$2.57M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
46KNew |
$1.82M - $1.96M
|
46K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
45K+ 7.7% |
$1.78M - $1.92M
|
629K
$34.4M
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
44K+ 15.62% |
$1.74M - $1.88M
|
326K
$17.8M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
42.9KNew |
$1.7M - $1.83M
|
42.9K
$2.35M
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
42.1K+ 1.31% |
$1.66M - $1.79M
|
3.25M
$178M
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
40.7K+ 36.23% |
$1.61M - $1.73M
|
153K
$8.36M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
39.5K+ 6.13% |
$1.56M - $1.68M
|
684K
$37.4M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
38.9K+ 3.57% |
$1.54M - $1.66M
|
1.13M
$61.6M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.8KNew |
$1.54M - $1.66M
|
38.8K
$2.12M
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
38.4K+ 10.66% |
$1.52M - $1.64M
|
399K
$21.8M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.7KNew |
$1.49M - $1.61M
|
37.7K
$2.06M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
37.7K+ 10.42% |
$1.49M - $1.61M
|
400K
$21.8M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
36.8K+ 10.27% |
$1.46M - $1.57M
|
395K
$21.6M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35.7K+ 10.8% |
$1.41M - $1.52M
|
367K
$20M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
35.6KNew |
$1.41M - $1.52M
|
35.6K
$1.94M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
35.6KNew |
$1.41M - $1.52M
|
35.6K
$1.94M
|