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 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15K+ 34.27% |
$41.4K - $48.9K
|
4.51K
$248K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
1.14K+ 0.86% |
$41.1K - $48.6K
|
134K
$7.37M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.14K+ 106.47% |
$40.8K - $48.3K
|
2.2K
$121K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 0.25% |
$40.8K - $48.3K
|
454K
$25M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.01K+ 11.35% |
$36.3K - $42.9K
|
9.9K
$545K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
981New |
$35.2K - $41.7K
|
981
$54K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
953+ 0.84% |
$34.2K - $40.5K
|
114K
$6.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
943+ 4.14% |
$33.9K - $40.1K
|
23.7K
$1.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
912+ 1.67% |
$32.8K - $38.8K
|
55.6K
$3.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
870+ 3.48% |
$31.3K - $37K
|
25.8K
$1.42M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
832New |
$29.9K - $35.4K
|
832
$45.8K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
744+ 5.25% |
$26.7K - $31.6K
|
14.9K
$821K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
740+ 6.21% |
$26.6K - $31.5K
|
12.7K
$697K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
653+ 974.63% |
$23.5K - $27.8K
|
720
$39.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
643New |
$23.1K - $27.3K
|
643
$35.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
617New |
$22.2K - $26.2K
|
617
$34K
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
523+ 3.14% |
$18.8K - $22.2K
|
17.2K
$945K
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
502+ 0.27% |
$18K - $21.3K
|
188K
$10.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
485+ 0.14% |
$17.4K - $20.6K
|
356K
$19.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
470New |
$16.9K - $20K
|
470
$25.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
467+ 0.31% |
$16.8K - $19.9K
|
152K
$8.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
452+ 3.45% |
$16.2K - $19.2K
|
13.5K
$746K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
384+ 0.86% |
$13.8K - $16.3K
|
45.3K
$2.49M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
380+ 308.94% |
$13.7K - $16.2K
|
503
$27.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
361+ 3.47% |
$13K - $15.3K
|
10.8K
$593K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
350+ 5.76% |
$12.6K - $14.9K
|
6.43K
$354K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
332New |
$11.9K - $14.1K
|
332
$18.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
325+ 2.0% |
$11.7K - $13.8K
|
16.6K
$913K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
308+ 5.67% |
$11.1K - $13.1K
|
5.74K
$316K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
308+ 2.53% |
$11.1K - $13.1K
|
12.5K
$687K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
306+ 0.91% |
$11K - $13K
|
33.8K
$1.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
305New |
$11K - $13K
|
305
$16.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
300+ 1.61% |
$10.8K - $12.8K
|
19K
$1.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
286+ 0.38% |
$10.3K - $12.2K
|
76.4K
$4.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
281New |
$10.1K - $11.9K
|
281
$15.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
261+ 3.58% |
$9.38K - $11.1K
|
7.55K
$416K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
250+ 38.7% |
$8.98K - $10.6K
|
896
$49.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
240+ 0.07% |
$8.62K - $10.2K
|
347K
$19.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
236+ 5900.0% |
$8.48K - $10K
|
240
$13.2K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
232+ 0.94% |
$8.34K - $9.86K
|
25K
$1.37M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
230+ 1.97% |
$8.26K - $9.78K
|
11.9K
$654K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
225+ 22500.0% |
$8.08K - $9.57K
|
226
$12.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
209+ 2.34% |
$7.51K - $8.89K
|
9.16K
$504K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
200New |
$7.19K - $8.5K
|
200
$11K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
189+ 0.93% |
$6.79K - $8.04K
|
20.4K
$1.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
186New |
$6.68K - $7.91K
|
186
$10.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
159New |
$5.71K - $6.76K
|
159
$8.75K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
141+ 0.03% |
$5.07K - $6K
|
467K
$25.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
139+ 2.12% |
$4.99K - $5.91K
|
6.69K
$368K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
127+ 1.5% |
$4.56K - $5.4K
|
8.6K
$474K
|