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 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.12K+ 31.94% |
$292K - $345K
|
33.5K
$1.85M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.04K+ 24.03% |
$289K - $342K
|
41.5K
$2.29M
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.91KNew |
$284K - $336K
|
7.91K
$436K
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.79KNew |
$280K - $331K
|
7.79K
$429K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.51KNew |
$270K - $319K
|
7.51K
$413K
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
7.42KNew |
$267K - $315K
|
7.42K
$408K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7.2KNew |
$259K - $306K
|
7.2K
$396K
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
7.13K+ 149.07% |
$256K - $303K
|
11.9K
$656K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.12KNew |
$256K - $303K
|
7.12K
$392K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.05K+ 28.87% |
$253K - $300K
|
31.5K
$1.73M
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
7.03KNew |
$252K - $299K
|
7.03K
$387K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.96K+ 9.73% |
$250K - $296K
|
78.5K
$4.32M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.84K+ 21.98% |
$246K - $291K
|
37.9K
$2.09M
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
6.79KNew |
$244K - $289K
|
6.79K
$374K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.74K+ 13.81% |
$242K - $287K
|
55.6K
$3.06M
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.6KNew |
$237K - $281K
|
6.6K
$364K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.55K+ 82.13% |
$235K - $279K
|
14.5K
$800K
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.55K+ 18.36% |
$235K - $278K
|
42.2K
$2.32M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.54KNew |
$235K - $278K
|
6.54K
$360K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.38K+ 5.12% |
$229K - $271K
|
131K
$7.22M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.35K+ 9.67% |
$228K - $270K
|
72.1K
$3.97M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.31KNew |
$227K - $268K
|
6.31K
$348K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.19KNew |
$222K - $263K
|
6.19K
$341K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.05K+ 11.42% |
$217K - $257K
|
59K
$3.25M
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
6K+ 1.75% |
$216K - $255K
|
349K
$19.2M
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
6K+ 1.16% |
$216K - $255K
|
525K
$28.9M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.94K+ 2.64% |
$213K - $253K
|
231K
$12.7M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.94K+ 3.93% |
$213K - $252K
|
157K
$8.65M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.84K+ 2.8% |
$210K - $248K
|
214K
$11.8M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.7KNew |
$205K - $242K
|
5.7K
$314K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.55K+ 53.34% |
$199K - $236K
|
15.9K
$878K
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.22K+ 3.69% |
$188K - $222K
|
147K
$8.09M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.15K+ 0.7% |
$185K - $219K
|
745K
$41M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.08K+ 11.54% |
$182K - $216K
|
49K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5K+ 69.71% |
$180K - $212K
|
12.2K
$670K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.85K+ 67.21% |
$174K - $206K
|
12.1K
$665K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.75K+ 27917.65% |
$171K - $202K
|
4.76K
$262K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.69K+ 6.51% |
$169K - $199K
|
76.7K
$4.22M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.58K+ 13.73% |
$165K - $195K
|
38K
$2.09M
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
4.55K+ 4.42% |
$163K - $193K
|
107K
$5.92M
|
|
Aug 15, 2022
Q2 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
4.35K+ 24.9% |
$156K - $185K
|
21.8K
$1.2M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
4.34K+ 2.12% |
$156K - $185K
|
209K
$11.5M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4.33K+ 17.73% |
$156K - $184K
|
28.8K
$1.58M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.82KNew |
$137K - $162K
|
3.82K
$210K
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.61K+ 2.11% |
$130K - $153K
|
174K
$9.61M
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
3.56K+ 15.57% |
$128K - $151K
|
26.4K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.48K+ 8.54% |
$125K - $148K
|
44.2K
$2.43M
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.45K+ 16.56% |
$124K - $147K
|
24.3K
$1.34M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.44K+ 9.79% |
$123K - $146K
|
38.5K
$2.12M
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3.42K+ 11.15% |
$123K - $146K
|
34.1K
$1.88M
|