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 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
22.4K+ 0.95% |
$805K - $953K
|
2.37M
$131M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22.3K+ 16.43% |
$803K - $950K
|
158K
$8.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
22.2K+ 26.27% |
$798K - $944K
|
107K
$5.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
21.4K+ 2.43% |
$769K - $910K
|
903K
$49.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
21.2K+ 23.2% |
$761K - $901K
|
113K
$6.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
21K+ 89.6% |
$754K - $892K
|
44.4K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$715K - $846K
|
19.9K
$1.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
18.8K+ 4.29% |
$677K - $801K
|
458K
$25.2M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.8K+ 240.84% |
$674K - $798K
|
26.6K
$1.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
18.3K+ 2.3% |
$657K - $777K
|
812K
$44.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17.9K+ 1.59% |
$644K - $762K
|
1.15M
$63M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.3K+ 32.84% |
$622K - $736K
|
70K
$3.86M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
16.6K+ 16.81% |
$598K - $707K
|
116K
$6.36M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16.5K+ 18.25% |
$592K - $701K
|
107K
$5.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
16.5K+ 44.22% |
$592K - $700K
|
53.7K
$2.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16.2K+ 47.19% |
$583K - $690K
|
50.6K
$2.79M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
16K+ 10.87% |
$574K - $680K
|
163K
$8.98M
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15.9K+ 1.32% |
$570K - $674K
|
1.22M
$66.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15.6K+ 2.48% |
$559K - $662K
|
644K
$35.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
15.4KNew |
$552K - $654K
|
15.4K
$846K
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
15.3K+ 1.7% |
$551K - $651K
|
916K
$50.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.5K+ 16.57% |
$520K - $616K
|
102K
$5.61M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
14.1K+ 27.26% |
$508K - $601K
|
66K
$3.63M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.1K+ 45.32% |
$508K - $601K
|
45.3K
$2.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13.4KNew |
$480K - $568K
|
13.4K
$735K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
13.2K+ 11.67% |
$474K - $561K
|
126K
$6.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$468K - $553K
|
13K
$717K
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 7.25% |
$460K - $544K
|
189K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.4K+ 23.32% |
$447K - $528K
|
65.7K
$3.62M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
11.8K+ 157.92% |
$425K - $503K
|
19.3K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.7KNew |
$419K - $496K
|
11.7K
$642K
|
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
11.6K+ 2.01% |
$416K - $492K
|
586K
$32.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
11.5K+ 48.55% |
$412K - $488K
|
35.1K
$1.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.4KNew |
$411K - $486K
|
11.4K
$629K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
11.2KNew |
$402K - $475K
|
11.2K
$615K
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
11KNew |
$396K - $468K
|
11K
$606K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
11K+ 44.29% |
$395K - $468K
|
35.9K
$1.97M
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 6.78% |
$378K - $448K
|
166K
$9.13M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.5K+ 8.25% |
$377K - $447K
|
138K
$7.59M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
10.2K+ 6.12% |
$368K - $435K
|
177K
$9.77M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
9.73K+ 4.35% |
$350K - $414K
|
233K
$12.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.54K+ 3.28% |
$343K - $406K
|
301K
$16.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.37K+ 25.7% |
$337K - $398K
|
45.8K
$2.52M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
9.33K+ 10.63% |
$335K - $397K
|
97.2K
$5.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
9.26K+ 41.89% |
$333K - $394K
|
31.4K
$1.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
9.2K+ 3.92% |
$330K - $391K
|
244K
$13.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.11K+ 2.49% |
$327K - $387K
|
376K
$20.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9.07K+ 9.44% |
$326K - $386K
|
105K
$5.79M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.01K+ 2.67% |
$324K - $383K
|
346K
$19.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
8.79K+ 1.21% |
$316K - $374K
|
737K
$40.6M
|