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 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34.9KNew |
$1.38M - $1.49M
|
34.9K
$1.92M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.5KNew |
$1.37M - $1.47M
|
34.5K
$1.9M
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
32K+ 643.86% |
$1.27M - $1.36M
|
37K
$2.04M
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
31.5KNew |
$1.24M - $1.34M
|
31.5K
$1.73M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
30.8KNew |
$1.22M - $1.31M
|
30.8K
$1.69M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30.6K+ 588.52% |
$1.21M - $1.3M
|
35.7K
$1.97M
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
29.8K+ 9.16% |
$1.18M - $1.27M
|
355K
$19.6M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
29.5K+ 1.62% |
$1.17M - $1.26M
|
1.85M
$102M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28.6K+ 4.09% |
$1.13M - $1.22M
|
728K
$40.1M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
28.2K+ 584.24% |
$1.12M - $1.2M
|
33K
$1.82M
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
27.9K+ 3.27% |
$1.1M - $1.19M
|
882K
$48.6M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27.5K+ 204.11% |
$1.09M - $1.17M
|
40.9K
$2.25M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.3KNew |
$1.08M - $1.16M
|
27.3K
$1.5M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
27K+ 17.55% |
$1.07M - $1.15M
|
181K
$9.96M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
26.8K+ 6558.33% |
$1.06M - $1.14M
|
27.2K
$1.5M
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
25.9KNew |
$1.02M - $1.1M
|
25.9K
$1.43M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.7K+ 3.6% |
$1.02M - $1.1M
|
740K
$40.7M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.6K+ 45.54% |
$1.01M - $1.09M
|
81.7K
$4.5M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.6K+ 268.5% |
$1.01M - $1.09M
|
35.1K
$1.93M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25.2K+ 38.68% |
$996K - $1.07M
|
90.3K
$4.97M
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
25.1K+ 2.52% |
$994K - $1.07M
|
1.02M
$56.3M
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25KNew |
$987K - $1.06M
|
25K
$1.37M
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
24.9K+ 8.74% |
$983K - $1.06M
|
309K
$17M
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
24.1K+ 22.21% |
$951K - $1.03M
|
132K
$7.29M
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23.8K+ 2.02% |
$941K - $1.01M
|
1.2M
$66M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
23.6KNew |
$935K - $1.01M
|
23.6K
$1.3M
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
23.1K+ 18.08% |
$915K - $987K
|
151K
$8.32M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.8KNew |
$900K - $970K
|
22.8K
$1.25M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
22.5K+ 21.93% |
$891K - $961K
|
125K
$6.9M
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
22.4K+ 17.42% |
$887K - $957K
|
151K
$8.33M
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22.3K+ 8.31% |
$883K - $953K
|
291K
$16M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
22.2KNew |
$876K - $945K
|
22.2K
$1.22M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
22K+ 9.08% |
$870K - $939K
|
264K
$14.6M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
22K+ 5.12% |
$870K - $938K
|
452K
$24.9M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22K+ 11.25% |
$869K - $937K
|
217K
$12M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20.9K+ 15.55% |
$827K - $891K
|
155K
$8.55M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.3K+ 8.33% |
$802K - $865K
|
264K
$14.5M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
20.3K+ 24.11% |
$802K - $865K
|
104K
$5.75M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.2K+ 13.47% |
$761K - $820K
|
162K
$8.93M
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
19.1KNew |
$754K - $813K
|
19.1K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.7K+ 17.5% |
$741K - $799K
|
126K
$6.93M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.6KNew |
$735K - $793K
|
18.6K
$1.02M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
18.3K+ 5.78% |
$722K - $779K
|
334K
$18.4M
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
17.3K+ 27.78% |
$683K - $737K
|
79.5K
$4.38M
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.8KNew |
$664K - $717K
|
16.8K
$925K
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
BUY
|
- |
16.6KNew |
$658K - $710K
|
16.6K
$916K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.6K+ 11.49% |
$656K - $707K
|
161K
$8.86M
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
16.3K+ 14.0% |
$644K - $695K
|
133K
$7.3M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
16.2KNew |
$641K - $691K
|
16.2K
$893K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.1K+ 42.82% |
$637K - $686K
|
53.7K
$2.96M
|