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
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
54K+ 173.24% |
$1.94M - $2.29M
|
85.1K
$4.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.9K+ 11.69% |
$1.94M - $2.29M
|
515K
$28.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.7K+ 4.11% |
$1.89M - $2.24M
|
1.34M
$73.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.1K+ 6.08% |
$1.84M - $2.17M
|
891K
$49.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.9K+ 356.09% |
$1.83M - $2.16M
|
65.2K
$3.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50.4K+ 26.8% |
$1.81M - $2.14M
|
239K
$13.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
50.4K+ 1.55% |
$1.81M - $2.14M
|
3.3M
$182M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
50.4K+ 9.58% |
$1.81M - $2.14M
|
576K
$31.8M
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
49.8KNew |
$1.79M - $2.12M
|
49.8K
$2.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
48.4K+ 4.73% |
$1.74M - $2.06M
|
1.07M
$59.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47.7K+ 4.22% |
$1.71M - $2.03M
|
1.18M
$65M
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
46.8KNew |
$1.68M - $1.99M
|
46.8K
$2.58M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.5K+ 66.92% |
$1.63M - $1.93M
|
113K
$6.25M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
44.8K+ 2.45% |
$1.61M - $1.9M
|
1.87M
$103M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
43.9K+ 16.6% |
$1.58M - $1.87M
|
308K
$17M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
43.7KNew |
$1.57M - $1.86M
|
43.7K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.9K+ 132.13% |
$1.54M - $1.83M
|
75.4K
$4.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42.7K+ 21.88% |
$1.53M - $1.81M
|
238K
$13.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
42.1KNew |
$1.51M - $1.79M
|
42.1K
$2.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
41.4K+ 508.14% |
$1.49M - $1.76M
|
49.6K
$2.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
41KNew |
$1.47M - $1.74M
|
41K
$2.26M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.6K+ 3.09% |
$1.39M - $1.64M
|
1.29M
$71M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.3K+ 41.11% |
$1.38M - $1.63M
|
132K
$7.25M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
38.2KNew |
$1.37M - $1.62M
|
38.2K
$2.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
37.8K+ 45.57% |
$1.36M - $1.61M
|
121K
$6.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.6K+ 45.99% |
$1.35M - $1.6M
|
119K
$6.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36.8K+ 27.19% |
$1.32M - $1.57M
|
172K
$9.49M
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
36.2KNew |
$1.3M - $1.54M
|
36.2K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
35.9KNew |
$1.29M - $1.53M
|
35.9K
$1.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
35.5K+ 4.93% |
$1.28M - $1.51M
|
756K
$41.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
32.8KNew |
$1.18M - $1.39M
|
32.8K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.7K+ 10.54% |
$1.07M - $1.26M
|
312K
$17.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.6KNew |
$1.06M - $1.26M
|
29.6K
$1.63M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29.4K+ 95.69% |
$1.06M - $1.25M
|
60.1K
$3.31M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28.4K+ 7.42% |
$1.02M - $1.21M
|
412K
$22.7M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.2K+ 17.78% |
$1.01M - $1.2M
|
187K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.1K+ 62.86% |
$1.01M - $1.19M
|
72.8K
$4.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
27.4K+ 5.63% |
$983K - $1.16M
|
513K
$28.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
27.3K+ 6.9% |
$980K - $1.16M
|
422K
$23.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.6K+ 2.85% |
$956K - $1.13M
|
958K
$52.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.5K+ 10.23% |
$951K - $1.13M
|
285K
$15.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
25.8K+ 19.19% |
$926K - $1.1M
|
160K
$8.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.7K+ 6.2% |
$923K - $1.09M
|
440K
$24.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
25K+ 5.54% |
$899K - $1.06M
|
477K
$26.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.2K+ 2.5% |
$868K - $1.03M
|
989K
$54.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
BUY
|
- |
24K+ 92.61% |
$862K - $1.02M
|
49.9K
$2.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
23.9K+ 99.03% |
$860K - $1.02M
|
48.1K
$2.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
23.8K+ 15.72% |
$855K - $1.01M
|
175K
$9.65M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
23.1KNew |
$831K - $983K
|
23.1K
$1.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23.1K+ 7533.99% |
$828K - $980K
|
23.4K
$1.29M
|