Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.19M+ 33.73% |
$150M - $178M
|
16.6M
$908M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.15MNew |
$41.2M - $48.8M
|
1.15M
$62.7M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
855K+ 67.8% |
$30.7M - $36.3M
|
2.12M
$116M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
839K+ 602.93% |
$30.1M - $35.7M
|
978K
$53.5M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
592K+ 3418.94% |
$21.3M - $25.2M
|
609K
$33.3M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
576KNew |
$20.7M - $24.5M
|
576K
$31.5M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
576KNew |
$20.7M - $24.5M
|
576K
$31.5M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
458KNew |
$16.5M - $19.5M
|
458K
$25.1M
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
425K+ 2.96% |
$15.3M - $18.1M
|
14.8M
$809M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
410K+ 237.52% |
$14.7M - $17.4M
|
583K
$31.8M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
357K+ 1131.59% |
$12.8M - $15.2M
|
389K
$21.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
350K+ 11.05% |
$12.6M - $14.9M
|
3.51M
$192M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
324K+ 510.02% |
$11.7M - $13.8M
|
388K
$21.2M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
319K+ 29.32% |
$11.5M - $13.6M
|
1.41M
$77M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
305K+ 35.51% |
$11M - $13M
|
1.17M
$63.7M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
305K+ 314751.56% |
$11M - $13M
|
305K
$16.7M
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
251K+ 98.42% |
$9.03M - $10.7M
|
507K
$27.7M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
250K+ 17.68% |
$9M - $10.6M
|
1.67M
$91.1M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
234K+ 122.6% |
$8.41M - $9.96M
|
425K
$23.2M
|
|
Jul 13, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
219KNew |
$7.87M - $9.31M
|
219K
$12M
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
212K+ 76.38% |
$7.61M - $9M
|
489K
$26.7M
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
187K+ 176.68% |
$6.71M - $7.94M
|
292K
$16M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
168KNew |
$6.05M - $7.16M
|
168K
$9.21M
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
163K+ 5.6% |
$5.85M - $6.92M
|
3.07M
$168M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
158K+ 31.53% |
$5.67M - $6.71M
|
658K
$36M
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
158KNew |
$5.66M - $6.7M
|
158K
$8.62M
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
152KNew |
$5.46M - $6.46M
|
152K
$8.31M
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
151K+ 36.61% |
$5.42M - $6.42M
|
563K
$30.8M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
147K+ 12.72% |
$5.28M - $6.25M
|
1.3M
$71.2M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
123K+ 94.2% |
$4.43M - $5.24M
|
254K
$13.9M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
120K+ 1402.09% |
$4.3M - $5.09M
|
128K
$7.01M
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
109KNew |
$3.92M - $4.64M
|
109K
$5.97M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
96.2K+ 84.99% |
$3.46M - $4.09M
|
209K
$11.4M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
90.6K+ 80.06% |
$3.25M - $3.85M
|
204K
$11.1M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
89.7K+ 482.31% |
$3.22M - $3.81M
|
108K
$5.92M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.8K+ 6.27% |
$3.19M - $3.78M
|
1.5M
$82.2M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
86.6K+ 11.9% |
$3.11M - $3.68M
|
814K
$44.5M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80K+ 7.52% |
$2.88M - $3.4M
|
1.14M
$62.6M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
77K+ 65.59% |
$2.77M - $3.27M
|
194K
$10.6M
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
74.6K+ 24.14% |
$2.68M - $3.17M
|
384K
$21M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72.8K+ 8.07% |
$2.62M - $3.09M
|
975K
$53.3M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
69.4K+ 114.46% |
$2.5M - $2.95M
|
130K
$7.11M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
68.4K+ 4.51% |
$2.46M - $2.91M
|
1.59M
$86.8M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.9K+ 25.76% |
$2.44M - $2.89M
|
332K
$18.1M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
64KNew |
$2.3M - $2.72M
|
64K
$3.5M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.7KNew |
$2.29M - $2.71M
|
63.7K
$3.48M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
61.5K+ 226.33% |
$2.21M - $2.61M
|
88.7K
$4.85M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59.9K+ 370.71% |
$2.15M - $2.55M
|
76.1K
$4.16M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58.3KNew |
$2.1M - $2.48M
|
58.3K
$3.19M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
56.7KNew |
$2.04M - $2.41M
|
56.7K
$3.1M
|