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 12, 2022 Q1 2022
Ccg Wealth Management, LLC

BUY
 -
473
+ 9.31%
$18.7K - $20.2K
5.56K $306K
May 04, 2022 Q1 2022
Foresight Wealth Management, LLC

BUY
 -
441
+ 0.12%
$17.4K - $18.8K
355K $19.5M
May 03, 2022 Q1 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
425
+ 3.98%
$16.8K - $18.1K
11.1K $611K
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
399
+ 10.26%
$15.8K - $17K
4.29K $236K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
390
New
$15.4K - $16.6K
390 $21.5K
Apr 29, 2022 Q1 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
379
New
$15K - $16.2K
379 $20.9K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
373
+ 214.37%
$14.7K - $15.9K
547 $30.1K
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
373
+ 2.22%
$14.7K - $15.9K
17.2K $945K
May 13, 2022 Q1 2022
Tag Stone Capital, Inc.

BUY
 -
338
+ 0.44%
$13.4K - $14.4K
77.4K $4.26M
Jun 28, 2024 Q1 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
300
+ 150.0%
$11.9K - $12.8K
500 $27.5K
Apr 15, 2022 Q1 2022
Claremont Financial Group, Inc.

Claremont, CA
BUY
 -
250
+ 25.0%
$9.89K - $10.7K
1.25K $68.8K
Jul 29, 2022 Q1 2022
Tpg Financial Advisors, LLC

BUY
 -
240
+ 0.07%
$9.49K - $10.2K
337K $18.6M
May 16, 2022 Q1 2022
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
224
+ 30.39%
$8.86K - $9.55K
961 $52.9K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
218
+ 0.42%
$8.62K - $9.3K
52.1K $2.87M
Apr 21, 2022 Q1 2022
Ballast Advisors LLC

BUY
 -
215
+ 4.26%
$8.5K - $9.17K
5.26K $290K
Apr 22, 2022 Q1 2022
Investment Partners, Ltd.

BUY
 -
209
+ 2.76%
$8.26K - $8.91K
7.78K $428K
Apr 14, 2022 Q1 2022
Forth Right Wealth Management, LLC

BUY
 -
200
New
$7.91K - $8.53K
200 $11K
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
183
+ 2.06%
$7.24K - $7.8K
9.07K $500K
May 04, 2022 Q1 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
165
+ 0.31%
$6.52K - $7.04K
52.7K $2.9M
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
162
+ 0.27%
$6.41K - $6.91K
59.3K $3.27M
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
123
New
$4.86K - $5.24K
123 $6.77K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
123
New
$4.86K - $5.24K
123 $6.77K
May 02, 2022 Q1 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
115
New
$4.55K - $4.9K
115 $6.33K
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
105
+ 1.22%
$4.15K - $4.48K
8.73K $480K
May 10, 2022 Q1 2022
Old Second National Bank Of Aurora

BUY
 -
98
+ 1.83%
$3.87K - $4.18K
5.46K $301K
May 04, 2022 Q1 2022
Brio Consultants, LLC

BUY
 -
93
+ 0.76%
$3.68K - $3.97K
12.3K $678K
May 10, 2022 Q1 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
90
+ 0.14%
$3.56K - $3.84K
62.8K $3.46M
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
BUY
 -
77
+ 0.72%
$3.04K - $3.28K
10.7K $589K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
71
+ 36.41%
$2.81K - $3.03K
266 $14.6K
May 12, 2022 Q1 2022
Citizens Financial Group Inc

BUY
 -
62
+ 0.17%
$2.45K - $2.64K
36.8K $2.03M
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
61
New
$2.41K - $2.6K
61 $3.36K
May 05, 2022 Q1 2022
Schrum Private Wealth Management LLC

BUY
 -
59
+ 0.28%
$2.33K - $2.52K
20.8K $1.15M
May 11, 2022 Q1 2022
Lee Financial CO

Dallas, TX
BUY
 -
58
+ 9.86%
$2.29K - $2.47K
646 $35.6K
May 16, 2022 Q1 2022
Innealta Capital, LLC

Austin, TX
BUY
 -
57
+ 0.14%
$2.25K - $2.43K
40.7K $2.24M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
50
New
$1.98K - $2.13K
50 $2.75K
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
50
+ 0.64%
$1.98K - $2.13K
7.89K $434K
May 13, 2022 Q1 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
39
+ 0.3%
$1.54K - $1.66K
13.1K $721K
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
35
New
$1.38K - $1.49K
35 $1.93K
May 05, 2022 Q1 2022
Cahaba Wealth Management, Inc.

BUY
 -
31
+ 0.43%
$1.23K - $1.32K
7.16K $394K
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

BUY
 -
28
+ 0.19%
$1.11K - $1.19K
14.4K $793K
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
27
New
$1.07K - $1.15K
27 $1.49K
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
23
New
$909 - $981
23 $1.27K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
17
New
$672 - $725
17 $936
May 12, 2022 Q1 2022
White Pine Capital LLC

Golden Valley, MN
BUY
 -
15
+ 0.24%
$593 - $640
6.19K $341K
May 09, 2022 Q1 2022
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
14
+ 0.2%
$554 - $597
7.17K $395K
May 05, 2022 Q1 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
12
+ 0.44%
$474 - $512
2.74K $151K
May 11, 2022 Q1 2022
Advisor Os, LLC

BUY
 -
10
+ 0.11%
$395 - $426
9.52K $524K
May 13, 2022 Q1 2022
Better Money Decisions, LLC

BUY
 -
8
+ 0.06%
$316 - $341
13.4K $737K
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
5
+ 14.71%
$198 - $213
39 $2.15K

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