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 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.17K- 17.01% |
$150K - $177K
|
20.3K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.18K- 32.05% |
$150K - $178K
|
8.85K
$487K
|
|
|
Jul 11, 2022
Q2 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-4.32KClosed |
$155K - $183K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.32K- 8.47% |
$155K - $184K
|
46.7K
$2.57M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.34K- 0.96% |
$156K - $185K
|
448K
$24.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.36K- 37.82% |
$157K - $185K
|
7.17K
$395K
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.79K- 28.07% |
$172K - $204K
|
12.3K
$675K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.79KClosed |
$172K - $204K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-4.81K- 5.17% |
$173K - $204K
|
88.2K
$4.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.82KClosed |
$173K - $205K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.85KClosed |
$174K - $206K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-4.91K- 5.89% |
$176K - $209K
|
78.5K
$4.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.93KClosed |
$177K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-4.95KClosed |
$178K - $210K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.97KClosed |
$178K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.99KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.08K- 47.43% |
$182K - $216K
|
5.63K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.2K- 23.31% |
$187K - $221K
|
17.1K
$942K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5.26KClosed |
$189K - $224K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.34KClosed |
$192K - $227K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5.4KClosed |
$194K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.4K- 59.43% |
$194K - $230K
|
3.69K
$203K
|
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-5.48K- 7.57% |
$197K - $233K
|
67K
$3.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.66KClosed |
$203K - $241K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6.19K- 3.68% |
$222K - $263K
|
162K
$8.92M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.42K- 35.29% |
$231K - $273K
|
11.8K
$648K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.43K- 70.73% |
$231K - $273K
|
2.66K
$146K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.48K- 4.58% |
$233K - $276K
|
135K
$7.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-6.54KClosed |
$235K - $278K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.58K- 43.55% |
$236K - $280K
|
8.53K
$470K
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.66K- 2.65% |
$239K - $283K
|
244K
$13.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-6.79K- 3.59% |
$244K - $289K
|
182K
$10M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-6.85KClosed |
$246K - $291K
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.29K- 36.41% |
$262K - $310K
|
12.7K
$701K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-7.37K- 53.71% |
$265K - $313K
|
6.35K
$350K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.76K- 35.34% |
$279K - $330K
|
14.2K
$782K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7.86KClosed |
$283K - $334K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-7.97KClosed |
$286K - $339K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.57K- 4.83% |
$308K - $364K
|
169K
$9.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-8.84K- 35.54% |
$318K - $376K
|
16K
$883K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.88K- 3.72% |
$319K - $378K
|
230K
$12.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.12KClosed |
$328K - $388K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.27KClosed |
$333K - $394K
|
0
$0
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.5K- 22.46% |
$341K - $404K
|
32.8K
$1.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.78K- 4.5% |
$352K - $416K
|
207K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.3K- 32.85% |
$371K - $440K
|
21.1K
$1.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.9K- 10.47% |
$391K - $462K
|
93K
$5.12M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.6KClosed |
$417K - $494K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-11.7KClosed |
$421K - $499K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-12K- 59.24% |
$430K - $509K
|
8.23K
$453K
|