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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.1KClosed |
$434K - $514K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-12.5K- 5.77% |
$449K - $532K
|
204K
$11.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-12.9K- 0.64% |
$464K - $549K
|
1.99M
$109M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-13.3K- 5.15% |
$479K - $566K
|
246K
$13.5M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.6K- 5.91% |
$525K - $622K
|
233K
$12.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-15.3K- 68.92% |
$549K - $649K
|
6.89K
$379K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-16.2K- 4.98% |
$583K - $690K
|
310K
$17.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.6K- 13.21% |
$597K - $707K
|
109K
$6.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16.7K- 2.37% |
$601K - $711K
|
688K
$37.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-16.7K- 10.94% |
$601K - $712K
|
136K
$7.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.9K- 69.07% |
$609K - $720K
|
7.59K
$418K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-17K- 4.91% |
$610K - $722K
|
329K
$18.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-19.7K- 6.35% |
$708K - $838K
|
290K
$16M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-21.7K- 17.77% |
$781K - $924K
|
101K
$5.54M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-23K- 56.09% |
$825K - $976K
|
18K
$990K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-23.2K- 80.46% |
$832K - $985K
|
5.63K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-23.9K- 1.8% |
$859K - $1.02M
|
1.31M
$72M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.3K- 3.56% |
$872K - $1.03M
|
658K
$36.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.7K- 47.88% |
$924K - $1.09M
|
28K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.1K- 16.07% |
$936K - $1.11M
|
136K
$7.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.6K- 77.32% |
$993K - $1.18M
|
8.11K
$446K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-28.2K- 9.55% |
$1.01M - $1.2M
|
267K
$14.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-29.4K- 29.1% |
$1.06M - $1.25M
|
71.7K
$3.95M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29.4K- 84.31% |
$1.06M - $1.25M
|
5.48K
$302K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-30K- 56.14% |
$1.08M - $1.28M
|
23.5K
$1.29M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.9K- 48.98% |
$1.15M - $1.36M
|
33.2K
$1.83M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-32.1K- 22.7% |
$1.15M - $1.36M
|
109K
$6.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34.1K- 1.6% |
$1.23M - $1.45M
|
2.1M
$115M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34.5KClosed |
$1.24M - $1.47M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-34.8KClosed |
$1.25M - $1.48M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-35.7K- 40.87% |
$1.28M - $1.52M
|
51.7K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37.4K- 96.35% |
$1.34M - $1.59M
|
1.42K
$78K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-37.7KClosed |
$1.36M - $1.6M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-38.2K- 0.06% |
$1.37M - $1.63M
|
60.1M
$3.31B
|
|
|
Aug 15, 2022
Q2 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-40.2KClosed |
$1.45M - $1.71M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-40.3K- 6.98% |
$1.45M - $1.71M
|
536K
$29.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-40.7K- 4.65% |
$1.46M - $1.73M
|
835K
$46M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-46KClosed |
$1.65M - $1.95M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-46.4KClosed |
$1.67M - $1.97M
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-47.1KClosed |
$1.69M - $2M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-49.8K- 8.6% |
$1.79M - $2.12M
|
529K
$29.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51.2K- 36.58% |
$1.84M - $2.18M
|
88.7K
$4.89M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-56.2K- 28.94% |
$2.02M - $2.39M
|
138K
$7.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-59.2K- 0.72% |
$2.13M - $2.52M
|
8.16M
$450M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-60.7K- 4.48% |
$2.18M - $2.58M
|
1.3M
$71.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-62KClosed |
$2.23M - $2.63M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-63K- 9.21% |
$2.26M - $2.68M
|
621K
$34.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.4K- 8.59% |
$2.28M - $2.7M
|
675K
$37.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66.8K- 13.51% |
$2.4M - $2.84M
|
428K
$23.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-76.8K- 9.34% |
$2.76M - $3.26M
|
745K
$41M
|