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 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.32K- 8.98% |
$47.3K - $56K
|
13.3K
$734K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.36K- 17.17% |
$48.9K - $57.8K
|
6.56K
$361K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.38K- 1.1% |
$49.6K - $58.7K
|
124K
$6.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.48K- 7.39% |
$53.2K - $63K
|
18.6K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.51K- 49.7% |
$54.4K - $64.3K
|
1.53K
$84.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.57K- 0.98% |
$56.4K - $66.8K
|
159K
$8.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 6.53% |
$57.1K - $67.6K
|
22.8K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.68K- 19.99% |
$60.2K - $71.2K
|
6.71K
$369K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.68K- 3.19% |
$60.4K - $71.5K
|
51K
$2.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.7K- 22.05% |
$61K - $72.2K
|
6.01K
$331K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-1.73KClosed |
$62.3K - $73.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.73KClosed |
$62.3K - $73.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.78K- 15.02% |
$63.8K - $75.5K
|
10K
$553K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1.85K- 1.77% |
$66.5K - $78.7K
|
103K
$5.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.86K- 5.8% |
$66.7K - $78.9K
|
30.1K
$1.66M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.01K- 13.95% |
$72.2K - $85.4K
|
12.4K
$682K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.02K- 1.24% |
$72.7K - $86.1K
|
161K
$8.89M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.04KClosed |
$73.3K - $86.7K
|
0
$0
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.05K- 11.96% |
$73.7K - $87.3K
|
15.1K
$832K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.11K- 5.94% |
$75.9K - $89.8K
|
33.5K
$1.84M
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.11K- 5.94% |
$75.9K - $89.8K
|
33.5K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.14K- 21.12% |
$76.9K - $91K
|
7.99K
$440K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.32K- 12.84% |
$83.2K - $98.4K
|
15.7K
$865K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.34KClosed |
$84.1K - $99.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.37K- 1.95% |
$85.2K - $101K
|
119K
$6.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.42K- 25.37% |
$86.8K - $103K
|
7.11K
$391K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.5K- 1.61% |
$89.8K - $106K
|
153K
$8.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.51K- 3.16% |
$90.1K - $107K
|
77K
$4.24M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.53K- 33.5% |
$90.9K - $108K
|
5.02K
$276K
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.56K- 0.72% |
$92K - $109K
|
352K
$19.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.59K- 1.88% |
$92.9K - $110K
|
135K
$7.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.59K- 16.13% |
$92.9K - $110K
|
13.4K
$740K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.6K- 9.95% |
$93.5K - $111K
|
23.6K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.71K- 8.04% |
$97.3K - $115K
|
31K
$1.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-2.97K- 2.04% |
$107K - $126K
|
143K
$7.86M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-3.25K- 10.17% |
$117K - $138K
|
28.7K
$1.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-3.29K- 6.7% |
$118K - $140K
|
45.8K
$2.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.29K- 9.39% |
$118K - $140K
|
31.8K
$1.75M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.31K- 36.41% |
$119K - $141K
|
5.78K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-3.46K- 1.86% |
$124K - $147K
|
183K
$10.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.48K- 17.6% |
$125K - $148K
|
16.3K
$897K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.5K- 32.16% |
$126K - $149K
|
7.39K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.62K- 24.69% |
$130K - $154K
|
11K
$608K
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-3.63K- 0.31% |
$130K - $154K
|
1.15M
$63.4M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.7K- 21.03% |
$133K - $157K
|
13.9K
$765K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.71K- 14.97% |
$133K - $158K
|
21.1K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 6.53% |
$139K - $165K
|
55.5K
$3.05M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.9K- 1.4% |
$140K - $166K
|
274K
$15.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.97K- 8.26% |
$143K - $169K
|
44.1K
$2.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.03K- 5.57% |
$145K - $171K
|
68.4K
$3.77M
|