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 Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5+ 14.71% |
$198 - $213
|
39
$2.06K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.17% |
$158 - $171
|
2.43K
$128K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.04% |
$158 - $171
|
8.95K
$472K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.56% |
$39.5 - $42.6
|
179
$9.44K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.25% |
$39.5 - $42.6
|
401
$21.1K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.01% |
$39.5 - $42.6
|
13K
$687K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-2Closed |
$79.1 - $85.3
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-10- 0.2% |
$395 - $426
|
4.97K
$262K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 0.11% |
$435 - $469
|
9.68K
$510K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12Closed |
$474 - $512
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 0.2% |
$593 - $640
|
7.55K
$398K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-29Closed |
$1.15K - $1.24K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-29- 0.07% |
$1.15K - $1.24K
|
43.1K
$2.27M
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-34- 0.37% |
$1.34K - $1.45K
|
9.23K
$486K
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-36- 0.1% |
$1.42K - $1.54K
|
35.2K
$1.86M
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-37- 0.62% |
$1.46K - $1.58K
|
5.98K
$315K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-39- 39.39% |
$1.54K - $1.66K
|
60
$3.16K
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-41- 0.05% |
$1.62K - $1.75K
|
77.2K
$4.07M
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-52- 0.09% |
$2.06K - $2.22K
|
55.3K
$2.92M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-54- 0.82% |
$2.14K - $2.3K
|
6.55K
$345K
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-58- 0.35% |
$2.29K - $2.47K
|
16.4K
$862K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-58- 1.28% |
$2.29K - $2.47K
|
4.47K
$235K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-60- 18.4% |
$2.37K - $2.56K
|
266
$14K
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-71- 0.37% |
$2.81K - $3.03K
|
19K
$1M
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-76- 0.3% |
$3.01K - $3.24K
|
25K
$1.32M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-95- 0.91% |
$3.76K - $4.05K
|
10.3K
$544K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-95Closed |
$3.76K - $4.05K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-98- 0.39% |
$3.87K - $4.18K
|
24.9K
$1.31M
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-106Closed |
$4.19K - $4.52K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
SELL
|
- |
-130- 1.63% |
$5.14K - $5.54K
|
7.86K
$414K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-136Closed |
$5.38K - $5.8K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-146- 0.14% |
$5.77K - $6.23K
|
101K
$5.33M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-153- 7.54% |
$6.05K - $6.52K
|
1.88K
$98.8K
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-155- 0.66% |
$6.13K - $6.61K
|
23.4K
$1.23M
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-157- 0.59% |
$6.21K - $6.69K
|
26.6K
$1.4M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-167- 12.06% |
$6.6K - $7.12K
|
1.22K
$64.2K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-212- 0.65% |
$8.38K - $9.04K
|
32.3K
$1.7M
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-219Closed |
$8.66K - $9.34K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-236Closed |
$9.33K - $10.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-240Closed |
$9.49K - $10.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-252Closed |
$9.96K - $10.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-259- 3.43% |
$10.2K - $11K
|
7.3K
$385K
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-295- 2.64% |
$11.7K - $12.6K
|
10.9K
$573K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-299- 0.95% |
$11.8K - $12.7K
|
31.2K
$1.64M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-319- 26.26% |
$12.6K - $13.6K
|
896
$47.2K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-328- 5.79% |
$13K - $14K
|
5.34K
$281K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-328- 3.13% |
$13K - $14K
|
10.1K
$534K
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-348- 4.56% |
$13.8K - $14.8K
|
7.29K
$384K
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-350- 0.95% |
$13.8K - $14.9K
|
36.5K
$1.92M
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-353- 2.16% |
$14K - $15.1K
|
16K
$844K
|