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 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.29KNew |
$118K - $140K
|
3.29K
$181K
|
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.25K+ 32.05% |
$117K - $138K
|
13.4K
$738K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.2K+ 51.67% |
$115K - $136K
|
9.39K
$518K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3K+ 31.5% |
$108K - $128K
|
12.5K
$691K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3K+ 31.5% |
$108K - $128K
|
12.5K
$691K
|
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
2.95K+ 11.81% |
$106K - $125K
|
27.9K
$1.54M
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.93K+ 2.22% |
$105K - $125K
|
135K
$7.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.91K+ 57.58% |
$104K - $124K
|
7.96K
$439K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.86K+ 3.69% |
$103K - $121K
|
80.2K
$4.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.84K+ 56.65% |
$102K - $121K
|
7.85K
$432K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
2.82K+ 5.27% |
$101K - $120K
|
56.4K
$3.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.71K+ 13.79% |
$97.4K - $115K
|
22.4K
$1.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.71K+ 16.13% |
$97.4K - $115K
|
19.5K
$1.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.67K+ 18.53% |
$95.8K - $113K
|
17K
$940K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.66K+ 2.51% |
$95.6K - $113K
|
109K
$6M
|
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.65KNew |
$95.3K - $113K
|
2.65K
$146K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.64K+ 36.1% |
$94.9K - $112K
|
9.96K
$549K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.61K+ 2.9% |
$93.7K - $111K
|
92.6K
$5.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.59K+ 5.3% |
$93.1K - $110K
|
51.5K
$2.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.57K+ 4.93% |
$92.3K - $109K
|
54.6K
$3.01M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.51K+ 0.42% |
$90.3K - $107K
|
605K
$33.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.44K+ 2.28% |
$87.8K - $104K
|
109K
$6.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.23K+ 2.53% |
$80K - $94.7K
|
90.3K
$4.98M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.2K+ 9.57% |
$79.2K - $93.7K
|
25.2K
$1.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.2KNew |
$79K - $93.5K
|
2.2K
$121K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.18K+ 4.65% |
$78.4K - $92.8K
|
49.1K
$2.7M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.15KNew |
$77.2K - $91.3K
|
2.15K
$118K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.14K+ 1860.87% |
$76.9K - $91K
|
2.26K
$124K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2K+ 6.58% |
$71.7K - $84.8K
|
32.3K
$1.78M
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.98K+ 8.64% |
$71.2K - $84.2K
|
24.9K
$1.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.98K+ 0.89% |
$71.1K - $84.1K
|
224K
$12.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.97K+ 27.52% |
$70.9K - $83.9K
|
9.14K
$504K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.93K+ 114.38% |
$69.2K - $81.9K
|
3.61K
$199K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 469.33% |
$67.6K - $80K
|
2.28K
$126K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.82K+ 5.52% |
$65.5K - $77.5K
|
34.9K
$1.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.78K+ 11.78% |
$63.9K - $75.6K
|
16.9K
$930K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.66K+ 32.91% |
$59.6K - $70.5K
|
6.7K
$369K
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
1.64K+ 23.27% |
$58.9K - $69.7K
|
8.69K
$479K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.61K+ 13.59% |
$57.8K - $68.4K
|
13.4K
$741K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.61K+ 111.77% |
$57.7K - $68.2K
|
3.04K
$168K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.59KNew |
$57.2K - $67.7K
|
1.59K
$87.8K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.55K+ 14.31% |
$55.8K - $66K
|
12.4K
$683K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.53KNew |
$54.8K - $64.8K
|
1.53K
$84.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.51K+ 19.39% |
$54.2K - $64.1K
|
9.28K
$512K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
1.5K+ 1.8% |
$53.9K - $63.8K
|
85K
$4.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.44K+ 12.97% |
$51.7K - $61.2K
|
12.5K
$691K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 21.52% |
$49.6K - $58.7K
|
7.8K
$430K
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.33K+ 4.76% |
$47.9K - $56.7K
|
29.3K
$1.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.3K+ 5.08% |
$46.8K - $55.4K
|
26.9K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3K+ 1.0% |
$46.7K - $55.2K
|
131K
$7.21M
|