Purchases and Sales Made in Q2 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 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 25, 2022 Q2 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-82.6K
- 9.55%
$2.97M - $3.51M
782K $43.1M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-84.1K
- 27.89%
$3.02M - $3.58M
217K $12M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-98.2K
- 10.36%
$3.53M - $4.17M
850K $46.8M
Aug 15, 2022 Q2 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-99.8K
- 3.09%
$3.58M - $4.24M
3.13M $172M
Jul 26, 2022 Q2 2022
Executive Wealth Management, LLC

SELL
 -
-102K
- 25.52%
$3.66M - $4.34M
298K $16.4M
Aug 09, 2022 Q2 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-104K
- 48.29%
$3.73M - $4.41M
111K $6.12M
Oct 28, 2022 Q2 2022
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-110K
- 50.0%
$3.93M - $4.66M
110K $6.03M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-111K
- 18.12%
$4M - $4.73M
503K $27.7M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

SELL
 -
-116K
- 4.25%
$4.16M - $4.92M
2.61M $144M
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
SELL
 -
-120K
- 62.7%
$4.33M - $5.12M
71.7K $3.95M
Jul 18, 2022 Q2 2022
Signify Wealth

SELL
 -
-128K
Closed
$4.6M - $5.44M
0 $0
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-132K
- 6.53%
$4.74M - $5.6M
1.89M $104M
Aug 15, 2022 Q2 2022
Verdad Advisers, LP

Boston, MA
SELL
 -
-135K
Closed
$4.85M - $5.74M
0 $0
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-137K
- 2.56%
$4.91M - $5.81M
5.21M $287M
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-143K
- 3.2%
$5.13M - $6.07M
4.33M $238M
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-143K
- 79.21%
$5.15M - $6.09M
37.6K $2.07M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-165K
- 8.68%
$5.94M - $7.03M
1.74M $95.8M
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

SELL
 -
-177K
- 18.99%
$6.35M - $7.52M
755K $41.5M
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-198K
- 98.46%
$7.11M - $8.42M
3.1K $171K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-220K
- 7.96%
$7.9M - $9.35M
2.54M $140M
Aug 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-246K
Closed
$8.85M - $10.5M
0 $0
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-276K
- 3.39%
$9.93M - $11.8M
7.87M $433M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-276K
- 3.39%
$9.93M - $11.8M
7.87M $433M
Aug 04, 2022 Q2 2022
Angeles Investment Advisors, LLC

SELL
 -
-277K
- 53.89%
$9.96M - $11.8M
237K $13.1M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-282K
- 21.27%
$10.1M - $12M
1.04M $57.4M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-286K
- 11.39%
$10.3M - $12.2M
2.22M $122M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

SELL
 -
-299K
- 60.9%
$10.7M - $12.7M
192K $10.6M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-305K
- 99.97%
$11M - $13M
97 $5.34K
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-306K
- 6.73%
$11M - $13M
4.24M $234M
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-340K
- 99.66%
$12.2M - $14.5M
1.15K $63.2K
Aug 08, 2022 Q2 2022
Alera Investment Advisors, LLC

SELL
 -
-367K
- 40.06%
$13.2M - $15.6M
549K $30.2M
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-399K
Closed
$14.3M - $17M
0 $0
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-406K
- 16.78%
$14.6M - $17.3M
2.01M $111M
Aug 12, 2022 Q2 2022
Pfs Investments Inc.

Duluth, GA
SELL
 -
-431K
- 16.76%
$15.5M - $18.3M
2.14M $118M
Aug 12, 2022 Q2 2022
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-607K
- 13.42%
$21.8M - $25.8M
3.91M $216M
Aug 17, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-609K
- 100.0%
$21.9M - $25.9M
8 $440
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-618K
Closed
$22.2M - $26.3M
0 $0
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

SELL
 -
-620K
- 33.47%
$22.3M - $26.4M
1.23M $67.8M
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

SELL
 -
-723K
- 40.9%
$26M - $30.7M
1.04M $57.5M
Aug 04, 2022 Q2 2022
Angeles Wealth Management, LLC

SELL
 -
-757K
- 59.46%
$27.2M - $32.2M
516K $28.4M
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-863K
- 80.31%
$31M - $36.7M
211K $11.6M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

SELL
 -
-871K
- 15.98%
$31.3M - $37M
4.58M $252M
Aug 01, 2022 Q2 2022
Empowered Funds, LLC

SELL
 -
-929K
Closed
$33.4M - $39.5M
0 $0
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-1.12M
- 68.56%
$40.4M - $47.8M
515K $28.4M
Jul 28, 2022 Q2 2022
3 Edge Asset Management, LP

SELL
 -
-1.79M
- 97.17%
$64.4M - $76.2M
52.2K $2.87M
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-2.17M
- 26.47%
$78.1M - $92.4M
6.04M $332M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-13.3M
- 64.76%
$479M - $567M
7.26M $400M

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