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 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$597K - $644K
|
15.1K
$826K
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
15.1KNew |
$597K - $644K
|
15.1K
$825K
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
14.9K+ 16.19% |
$589K - $635K
|
107K
$5.84M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
14.7K+ 74.78% |
$582K - $627K
|
34.4K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
14.5K+ 14.74% |
$574K - $619K
|
113K
$6.18M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
13.7KNew |
$543K - $585K
|
13.7K
$750K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.7K+ 124.2% |
$503K - $543K
|
23K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.6K+ 16.85% |
$498K - $537K
|
87.4K
$4.78M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$478K - $515K
|
12.1K
$661K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.7K+ 19.35% |
$462K - $498K
|
72K
$3.94M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$460K - $497K
|
11.6K
$637K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.6KNew |
$459K - $495K
|
11.6K
$635K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.1KNew |
$437K - $471K
|
11.1K
$604K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11K+ 53.48% |
$435K - $469K
|
31.6K
$1.72M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.9KNew |
$431K - $464K
|
10.9K
$595K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.8K+ 55.45% |
$428K - $461K
|
30.3K
$1.66M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.7K+ 9.41% |
$424K - $457K
|
125K
$6.82M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.5K+ 1.86% |
$415K - $447K
|
575K
$31.4M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 46.95% |
$410K - $443K
|
32.5K
$1.78M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
10.1K+ 9.77% |
$398K - $430K
|
113K
$6.19M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10K+ 84.1% |
$397K - $428K
|
22K
$1.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.77K+ 41.2% |
$386K - $417K
|
33.5K
$1.83M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
9.72K+ 92.35% |
$384K - $414K
|
20.2K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.32K+ 5.02% |
$368K - $397K
|
195K
$10.7M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.27KNew |
$367K - $395K
|
9.27K
$507K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.26K+ 37.88% |
$366K - $395K
|
33.7K
$1.84M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.78K+ 39.34% |
$347K - $374K
|
31.1K
$1.7M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.46KNew |
$335K - $361K
|
8.46K
$463K
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.45K+ 1.65% |
$334K - $360K
|
519K
$28.4M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.41K+ 1239.97% |
$332K - $358K
|
9.09K
$497K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
8.39K+ 8.62% |
$332K - $358K
|
106K
$5.78M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.17K+ 1.44% |
$323K - $348K
|
577K
$31.5M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.05K+ 54.1% |
$318K - $343K
|
22.9K
$1.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.96K+ 3.67% |
$315K - $340K
|
225K
$12.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.86KNew |
$311K - $335K
|
7.86K
$430K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.84K+ 9.18% |
$310K - $334K
|
93.2K
$5.1M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.71KNew |
$305K - $329K
|
7.71K
$421K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.68K+ 10.2% |
$304K - $328K
|
83K
$4.54M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.44K+ 28.69% |
$294K - $317K
|
33.4K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
7.34K+ 0.79% |
$290K - $313K
|
931K
$50.9M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.26K+ 147.75% |
$287K - $310K
|
12.2K
$665K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.22KNew |
$286K - $308K
|
7.22K
$395K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.15K+ 31065.22% |
$283K - $305K
|
7.17K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.06K+ 16.86% |
$279K - $301K
|
48.9K
$2.68M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.04K+ 77.17% |
$278K - $300K
|
16.2K
$884K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
7.01K+ 29.58% |
$277K - $299K
|
30.7K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
6.95K+ 4.34% |
$275K - $296K
|
167K
$9.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.89K+ 5.11% |
$273K - $294K
|
142K
$7.75M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.85K+ 24.24% |
$271K - $292K
|
35.1K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.5K+ 35.41% |
$257K - $277K
|
24.9K
$1.36M
|