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 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-183- 2.02% |
$6.58K - $7.78K
|
8.89K
$489K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-185- 1.39% |
$6.65K - $7.87K
|
13.2K
$724K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-217- 1.21% |
$7.8K - $9.23K
|
17.8K
$979K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-219- 3.66% |
$7.87K - $9.31K
|
5.76K
$317K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-240- 25.81% |
$8.62K - $10.2K
|
690
$38K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-248- 6.2% |
$8.91K - $10.5K
|
3.75K
$207K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-250- 2.47% |
$8.98K - $10.6K
|
9.88K
$544K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-270- 0.77% |
$9.7K - $11.5K
|
34.9K
$1.92M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-305- 2.02% |
$11K - $13K
|
14.8K
$816K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-356- 3.45% |
$12.8K - $15.1K
|
9.96K
$548K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-390Closed |
$14K - $16.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-421- 2.47% |
$15.1K - $17.9K
|
16.7K
$917K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-435- 6.49% |
$15.6K - $18.5K
|
6.27K
$345K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-440- 5.2% |
$15.8K - $18.7K
|
8.02K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-450- 2.52% |
$16.2K - $19.1K
|
17.4K
$959K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-475- 1.91% |
$17.1K - $20.2K
|
24.4K
$1.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-487- 2.45% |
$17.5K - $20.7K
|
19.4K
$1.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-495Closed |
$17.8K - $21K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-500- 5.25% |
$18K - $21.3K
|
9.02K
$496K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-520- 13.09% |
$18.7K - $22.1K
|
3.45K
$190K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-552- 5.77% |
$19.8K - $23.5K
|
9.02K
$497K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-552- 0.9% |
$19.8K - $23.5K
|
61K
$3.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-564- 10.33% |
$20.3K - $24K
|
4.9K
$270K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-571- 45.46% |
$20.5K - $24.3K
|
685
$37.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-588- 0.55% |
$21.1K - $25K
|
106K
$5.85M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-603- 12.17% |
$21.7K - $25.6K
|
4.35K
$240K
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-608- 3.19% |
$21.8K - $25.9K
|
18.5K
$1.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-625Closed |
$22.5K - $26.6K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-657- 4.05% |
$23.6K - $27.9K
|
15.6K
$856K
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-669- 8.56% |
$24K - $28.4K
|
7.15K
$393K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-689Closed |
$24.8K - $29.3K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-700- 5.68% |
$25.2K - $29.8K
|
11.6K
$640K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-702- 1.91% |
$25.2K - $29.8K
|
36.1K
$1.99M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-731- 9.31% |
$26.3K - $31.1K
|
7.12K
$392K
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-781- 6.1% |
$28.1K - $33.2K
|
12K
$662K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-791- 2.95% |
$28.4K - $33.6K
|
26K
$1.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-800- 9.27% |
$28.7K - $34K
|
7.83K
$431K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-812- 1.47% |
$29.2K - $34.5K
|
54.5K
$3M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-839- 27.74% |
$30.1K - $35.7K
|
2.19K
$120K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-917- 2.98% |
$32.9K - $39K
|
29.9K
$1.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-961Closed |
$34.5K - $40.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-969- 2.26% |
$34.8K - $41.2K
|
42K
$2.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-970- 3.0% |
$34.9K - $41.2K
|
31.3K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-973Closed |
$35K - $41.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.09K- 7.62% |
$39.2K - $46.4K
|
13.2K
$728K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.17K- 2.61% |
$42.2K - $49.9K
|
43.8K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.22KClosed |
$43.8K - $51.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-1.22K- 0.3% |
$43.9K - $52K
|
407K
$22.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.27K- 4.76% |
$45.5K - $53.8K
|
25.3K
$1.4M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.3KClosed |
$46.7K - $55.3K
|
0
$0
|