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 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-430
Closed
$17K - $18.3K
0 $0
May 02, 2022 Q1 2022
Integrated Capital Management, Inc.

SELL
 -
-459
- 8.64%
$18.1K - $19.6K
4.85K $268K
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-469
- 2.32%
$18.5K - $20K
19.8K $1.09M
Apr 20, 2022 Q1 2022
Wealth Management Resources, Inc.

SELL
 -
-479
- 2.73%
$18.9K - $20.4K
17.1K $940K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

SELL
 -
-484
- 60.96%
$19.1K - $20.6K
310 $17.1K
Jul 10, 2024 Q1 2022
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-493
- 0.19%
$19.5K - $21K
255K $14.1M
May 13, 2022 Q1 2022
Thompson Davis & Co., Inc.

SELL
 -
-500
- 8.47%
$19.8K - $21.3K
5.4K $298K
Apr 11, 2022 Q1 2022
Trh Financial, LLC

SELL
 -
-564
- 2.22%
$22.3K - $24K
24.9K $1.37M
May 11, 2022 Q1 2022
Nvwm, LLC

SELL
 -
-584
- 28.56%
$23.1K - $24.9K
1.46K $80.5K
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
SELL
 -
-617
Closed
$24.4K - $26.3K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-740
Closed
$29.3K - $31.6K
0 $0
May 16, 2022 Q1 2022
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-813
- 2.54%
$32.1K - $34.7K
31.1K $1.72M
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-827
Closed
$32.7K - $35.3K
0 $0
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

SELL
 -
-848
Closed
$33.5K - $36.2K
0 $0
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-865
- 17.89%
$34.2K - $36.9K
3.97K $219K
May 11, 2022 Q1 2022
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-870
Closed
$34.4K - $37.1K
0 $0
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-910
- 4.81%
$36K - $38.8K
18K $994K
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-920
- 2.01%
$36.4K - $39.2K
44.9K $2.48M
Apr 20, 2022 Q1 2022
Morton Brown Family Wealth, LLC

SELL
 -
-939
Closed
$37.1K - $40K
0 $0
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-979
- 7.64%
$38.7K - $41.7K
11.8K $652K
Apr 25, 2022 Q1 2022
Meritage Portfolio Management

SELL
 -
-1.06K
- 0.34%
$41.8K - $45.1K
310K $17.1M
May 09, 2022 Q1 2022
Tectonic Advisors LLC

Plano, TX
SELL
 -
-1.08K
Closed
$42.7K - $46.1K
0 $0
Apr 25, 2022 Q1 2022
Index Fund Advisors, Inc.

SELL
 -
-1.08K
- 3.13%
$42.9K - $46.2K
33.5K $1.85M
Apr 18, 2022 Q1 2022
First Purpose Wealth LLC

SELL
 -
-1.11K
- 18.01%
$43.8K - $47.2K
5.04K $278K
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-1.11K
Closed
$44K - $47.5K
0 $0
May 02, 2022 Q1 2022
Altfest L J & CO Inc

SELL
 -
-1.17K
- 5.54%
$46.1K - $49.7K
19.9K $1.09M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-1.19K
- 15.3%
$46.9K - $50.6K
6.57K $362K
Apr 21, 2022 Q1 2022
Wallington Asset Management, LLC

SELL
 -
-1.24K
- 10.9%
$49K - $52.9K
10.1K $559K
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-1.24K
- 22.09%
$49.1K - $53K
4.38K $242K
May 06, 2022 Q1 2022
Horizon Family Wealth, Inc.

SELL
 -
-1.29K
- 1.33%
$51.2K - $55.2K
96.1K $5.3M
May 12, 2022 Q1 2022
American Money Management, LLC

SELL
 -
-1.3K
- 1.46%
$51.4K - $55.4K
87.8K $4.84M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-1.32K
- 99.92%
$52.1K - $56.2K
1 $55.1
Apr 27, 2022 Q1 2022
Horizon Financial Services, LLC

SELL
 -
-1.49K
- 0.5%
$59.1K - $63.7K
295K $16.3M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-1.53K
Closed
$60.3K - $65K
0 $0
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-1.58K
Closed
$62.3K - $67.2K
0 $0
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-1.62K
- 15.14%
$64.1K - $69.2K
9.09K $501K
May 10, 2022 Q1 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-1.68K
- 13.69%
$66.2K - $71.4K
10.6K $582K
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

SELL
 -
-1.78K
- 3.81%
$70.2K - $75.7K
44.9K $2.47M
Apr 18, 2022 Q1 2022
Centennial Wealth Advisory LLC

SELL
 -
-1.83K
- 1.73%
$72.5K - $78.2K
104K $5.73M
May 16, 2022 Q1 2022
Invesco Ltd.

Atlanta, GA
SELL
 -
-1.9K
- 3.8%
$74.9K - $80.8K
48K $2.65M
Apr 18, 2022 Q1 2022
Waller Financial Planning Group, Inc

SELL
 -
-1.96K
- 1.02%
$77.3K - $83.4K
189K $10.4M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
SELL
 -
-2.04K
- 16.39%
$80.7K - $87K
10.4K $574K
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-2.18K
Closed
$86.2K - $93K
0 $0
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-2.25K
- 21.01%
$89.1K - $96.1K
8.47K $467K
May 04, 2022 Q1 2022
Lowe Brockenbrough & CO Inc

SELL
 -
-2.36K
- 8.26%
$93.1K - $100K
26.2K $1.44M
Apr 14, 2022 Q1 2022
Tpg Financial Advisors, LLC

SELL
 -
-2.4K
- 0.71%
$94.7K - $102K
337K $18.6M
Apr 26, 2022 Q1 2022
Arrow Financial Corp

SELL
 -
-2.44K
- 22.01%
$96.3K - $104K
8.63K $475K
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-2.46K
Closed
$97.1K - $105K
0 $0
Apr 25, 2022 Q1 2022
Regions Financial Corp

SELL
 -
-2.48K
- 12.1%
$97.9K - $106K
18K $992K

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