Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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
May 04, 2022 Q1 2022
Windsor Capital Management, LLC

BUY
 -
2.33K
+ 0.52%
$91.9K - $99.1K
453K $24.9M
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
2.27K
New
$89.8K - $96.8K
2.27K $125K
Apr 12, 2022 Q1 2022
Cooper Financial Group

BUY
 -
2.11K
+ 2.18%
$83.5K - $90.1K
98.9K $5.45M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.1K
+ 10.03%
$83K - $89.5K
23K $1.27M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.08K
+ 27.8%
$82K - $88.5K
9.54K $526K
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.08K
+ 27.8%
$82K - $88.5K
9.54K $526K
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.06K
+ 29.22%
$81.5K - $87.9K
9.12K $502K
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

BUY
 -
2K
+ 1.31%
$79.2K - $85.5K
155K $8.55M
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
1.88K
+ 8.28%
$74.1K - $80K
24.5K $1.35M
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
1.82K
+ 150.75%
$71.9K - $77.5K
3.02K $167K
Apr 14, 2022 Q1 2022
First Command Financial Services, Inc.

BUY
 -
1.73K
New
$68.5K - $73.9K
1.73K $95.5K
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
1.73K
New
$68.5K - $73.9K
1.73K $95.5K
Apr 26, 2022 Q1 2022
Peterson Wealth Management

BUY
 -
1.66K
+ 3.49%
$65.5K - $70.7K
49.1K $2.71M
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.61K
+ 3.14%
$63.7K - $68.7K
52.9K $2.92M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.57K
+ 15.76%
$62.1K - $66.9K
11.5K $636K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1.53K
+ 100.92%
$60.5K - $65.2K
3.04K $168K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
1.47K
+ 705.26%
$58.3K - $62.9K
1.68K $92.8K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
1.36K
+ 5.84%
$53.9K - $58.2K
24.7K $1.36M
Apr 12, 2022 Q1 2022
Rda Financial Network

BUY
 -
1.24K
+ 1.51%
$49.1K - $52.9K
83.5K $4.6M
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.23K
+ 23.8%
$48.8K - $52.6K
6.42K $354K
Apr 18, 2022 Q1 2022
Bridge Advisory, LLC

BUY
 -
1.23K
+ 19.73%
$48.8K - $52.6K
7.49K $413K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.07K
+ 0.83%
$42.3K - $45.7K
129K $7.14M
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

BUY
 -
1.04K
+ 7.1%
$41K - $44.2K
15.6K $861K
May 06, 2022 Q1 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.03K
+ 11.68%
$40.5K - $43.7K
9.8K $540K
Apr 26, 2022 Q1 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.02K
+ 7.45%
$40.2K - $43.4K
14.7K $809K
Apr 12, 2022 Q1 2022
Old Port Advisors

BUY
 -
1.01K
+ 17.64%
$39.7K - $42.9K
6.7K $369K
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
978
+ 9.7%
$38.7K - $41.7K
11.1K $610K
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
973
New
$38.5K - $41.5K
973 $53.6K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
972
+ 8.96%
$38.4K - $41.4K
11.8K $651K
Nov 14, 2022 Q1 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
933
+ 14.62%
$36.9K - $39.8K
7.32K $403K
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
886
New
$35K - $37.8K
886 $48.8K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
865
New
$34.2K - $36.9K
865 $47.7K
Apr 25, 2022 Q1 2022
Transform Wealth, LLC

BUY
 -
840
+ 0.91%
$33.2K - $35.8K
93K $5.13M
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

BUY
 -
802
+ 11.44%
$31.7K - $34.2K
7.81K $431K
Apr 13, 2022 Q1 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
784
New
$31K - $33.4K
784 $43.2K
May 13, 2022 Q1 2022
Win Advisors, Inc

BUY
 -
689
New
$27.2K - $29.4K
689 $38K
Apr 20, 2022 Q1 2022
Hudson Valley Investment Advisors Inc

BUY
 -
685
+ 7.83%
$27.1K - $29.2K
9.43K $520K
Apr 18, 2022 Q1 2022
Harrison & CO Wealth Management, LLC

BUY
 -
684
+ 5.67%
$27K - $29.2K
12.7K $703K
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
682
+ 775.0%
$27K - $29.1K
770 $42.4K
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
625
New
$24.7K - $26.7K
625 $34.5K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
613
+ 4.32%
$24.2K - $26.1K
14.8K $815K
May 06, 2022 Q1 2022
Valley National Advisers Inc

BUY
 -
603
+ 13.86%
$23.8K - $25.7K
4.96K $273K
Apr 28, 2022 Q1 2022
Encompass Wealth Advisors, LLC

BUY
 -
600
+ 1.75%
$23.7K - $25.6K
34.8K $1.92M
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
587
New
$23.2K - $25K
587 $32.4K
Apr 12, 2022 Q1 2022
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
579
+ 2.61%
$22.9K - $24.7K
22.8K $1.26M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
566
+ 6.32%
$22.4K - $24.1K
9.52K $525K
May 15, 2024 Q1 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
535
+ 0.38%
$21.2K - $22.8K
141K $7.8M
May 10, 2022 Q1 2022
Wealthstream Advisors, Inc.

BUY
 -
511
+ 2.82%
$20.2K - $21.8K
18.7K $1.03M
May 04, 2022 Q1 2022
Occidental Asset Management, LLC

BUY
 -
502
+ 0.47%
$19.8K - $21.4K
107K $5.89M

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