Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.36K+ 91.23% |
$252K - $271K
|
13.3K
$729K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
6.23K+ 20.09% |
$246K - $266K
|
37.2K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
6K+ 24.0% |
$237K - $256K
|
31K
$1.69M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5.81K+ 35.68% |
$230K - $248K
|
22.1K
$1.21M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.76K+ 30.83% |
$228K - $245K
|
24.4K
$1.34M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5.66KNew |
$224K - $241K
|
5.66K
$310K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.57K+ 61.55% |
$220K - $238K
|
14.6K
$799K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.43KNew |
$215K - $232K
|
5.43K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.26KNew |
$208K - $224K
|
5.26K
$288K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
5.18K+ 2.6% |
$205K - $221K
|
204K
$11.2M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.14K+ 9.11% |
$203K - $219K
|
61.6K
$3.37M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
5.05KNew |
$200K - $215K
|
5.05K
$276K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.04K+ 4.65% |
$199K - $215K
|
113K
$6.2M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.01KNew |
$198K - $214K
|
5.01K
$274K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
5K+ 5.79% |
$198K - $213K
|
91.3K
$4.99M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.99KNew |
$197K - $213K
|
4.99K
$273K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.94K+ 3.77% |
$195K - $210K
|
136K
$7.43M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.84K+ 6.16% |
$191K - $206K
|
83.4K
$4.56M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.82KNew |
$190K - $205K
|
4.82K
$263K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.67K+ 5.85% |
$185K - $199K
|
84.5K
$4.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.59K+ 2292.5% |
$181K - $196K
|
4.79K
$262K
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
4.32KNew |
$171K - $184K
|
4.32K
$236K
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.3K+ 2.35% |
$170K - $183K
|
188K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.26K+ 10.13% |
$169K - $182K
|
46.4K
$2.53M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.26K+ 21.22% |
$169K - $182K
|
24.3K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.25K+ 4.17% |
$168K - $181K
|
106K
$5.8M
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.05K+ 66.57% |
$160K - $173K
|
10.1K
$554K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.83K+ 3.25% |
$151K - $163K
|
121K
$6.64M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.65K+ 2.87% |
$144K - $156K
|
131K
$7.16M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.64K+ 16.53% |
$144K - $155K
|
25.6K
$1.4M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.43K+ 41.29% |
$136K - $146K
|
11.7K
$641K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.38K+ 14.39% |
$133K - $144K
|
26.8K
$1.47M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
3.35K+ 6.68% |
$133K - $143K
|
53.5K
$2.93M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 781.99% |
$130K - $141K
|
3.72K
$203K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.22K+ 19.57% |
$127K - $137K
|
19.7K
$1.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
3.19K+ 0.94% |
$126K - $136K
|
343K
$18.8M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.18KNew |
$126K - $136K
|
3.18K
$174K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.1K+ 4.47% |
$123K - $132K
|
72.4K
$3.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.01K+ 28.99% |
$119K - $128K
|
13.4K
$733K
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.01K+ 20.84% |
$119K - $128K
|
17.5K
$954K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.77K+ 13.76% |
$109K - $118K
|
22.9K
$1.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.64K+ 1.96% |
$104K - $113K
|
138K
$7.52M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.62K+ 1.39% |
$104K - $112K
|
191K
$10.4M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.62K+ 11.5% |
$104K - $112K
|
25.4K
$1.39M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.61K+ 7.9% |
$103K - $111K
|
35.7K
$1.95M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.51K+ 1.8% |
$99.1K - $107K
|
142K
$7.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.49K+ 26.38% |
$98.4K - $106K
|
11.9K
$652K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.4K+ 60.0% |
$94.9K - $102K
|
6.4K
$350K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.39K+ 9.31% |
$94.3K - $102K
|
28K
$1.53M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35K+ 14.8% |
$92.8K - $100K
|
18.2K
$995K
|