Purchases and Sales Made in Q2 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 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 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
BUY
 -
121
New
$4.35K - $5.14K
121 $6.69K
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
120
+ 11.34%
$4.31K - $5.1K
1.18K $65.1K
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
119
+ 0.1%
$4.28K - $5.06K
119K $6.56M
Aug 11, 2022 Q2 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
117
+ 1.19%
$4.2K - $4.97K
9.92K $548K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
100
+ 0.9%
$3.59K - $4.25K
11.2K $617K
Jul 11, 2022 Q2 2022
Eclectic Associates Inc

BUY
 -
94
+ 0.22%
$3.38K - $4K
43.1K $2.38M
Jul 18, 2022 Q2 2022
Rodgers & Associates, LTD

BUY
 -
94
+ 0.02%
$3.38K - $4K
446K $24.7M
Aug 18, 2022 Q2 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
93
New
$3.34K - $3.95K
93 $5.14K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
91
+ 11.82%
$3.27K - $3.87K
861 $47.6K
Aug 01, 2022 Q2 2022
Awm Capital, LLC

BUY
 -
89
+ 0.57%
$3.2K - $3.78K
15.6K $864K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
79
+ 25.48%
$2.84K - $3.36K
389 $21.5K
Jul 18, 2022 Q2 2022
Hudson Valley Investment Advisors Inc

BUY
 -
78
+ 0.83%
$2.8K - $3.32K
9.51K $526K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
73
+ 27.44%
$2.62K - $3.1K
339 $18.7K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
52
New
$1.87K - $2.21K
52 $2.87K
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
50
+ 0.95%
$1.8K - $2.13K
5.31K $294K
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
50
+ 0.31%
$1.8K - $2.13K
16.1K $887K
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
49
+ 1.1%
$1.76K - $2.08K
4.52K $250K
Jul 19, 2022 Q2 2022
Cahaba Wealth Management, Inc.

BUY
 -
43
+ 0.6%
$1.54K - $1.83K
7.2K $398K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
38
New
$1.37K - $1.62K
38 $2.1K
Jul 27, 2022 Q2 2022
Kraematon Investment Advisors, Inc

BUY
 -
36
+ 0.33%
$1.29K - $1.53K
10.9K $602K
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
33
+ 4.21%
$1.19K - $1.4K
817 $45.2K
Aug 11, 2022 Q2 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
16
+ 0.58%
$575 - $680
2.76K $152K
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
16
+ 41.03%
$575 - $680
55 $3.04K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
14
+ 0.1%
$503 - $595
13.4K $740K
Aug 15, 2022 Q2 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
12
+ 0.13%
$431 - $510
8.91K $493K
Aug 08, 2022 Q2 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
12
+ 0.16%
$431 - $510
7.32K $404K
Jul 21, 2022 Q2 2022
First Command Advisory Services, Inc.

BUY
 -
10
New
$359 - $425
10 $553
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
9
+ 0.11%
$323 - $383
7.9K $436K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
7
New
$252 - $298
7 $387
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
6
+ 0.25%
$216 - $255
2.43K $134K
Aug 03, 2022 Q2 2022
Accel Wealth Management

BUY
 -
5
+ 0.12%
$180 - $213
4.29K $237K
Jan 09, 2024 Q2 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 1.85%
$35.9 - $42.5
55 $3.04K
Jul 27, 2022 Q2 2022
Navalign, LLC

SELL
 -
-15
- -0.0%
$539 - $638
334K $18.5M
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-27
- 3.01%
$970 - $1.15K
869 $48K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-59
- 0.4%
$2.12K - $2.51K
14.6K $805K
Jul 26, 2022 Q2 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-68
- 1.04%
$2.44K - $2.89K
6.5K $359K
Jul 26, 2022 Q2 2022
Helen Stephens Group, LLC

SELL
 -
-77
- 0.57%
$2.77K - $3.27K
13.3K $736K
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-107
- 0.25%
$3.84K - $4.55K
42.1K $2.33M
Aug 15, 2022 Q2 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-113
- 2.58%
$4.06K - $4.8K
4.27K $236K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-123
Closed
$4.42K - $5.23K
0 $0
Aug 15, 2022 Q2 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-126
- 1.19%
$4.53K - $5.36K
10.4K $577K
Jul 11, 2022 Q2 2022
Harrison & CO Wealth Management, LLC

SELL
 -
-127
- 1.0%
$4.56K - $5.4K
12.6K $698K
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

SELL
 -
-129
- 3.81%
$4.63K - $5.49K
3.26K $180K
Aug 04, 2022 Q2 2022
Focused Wealth Management, Inc

SELL
 -
-139
- 1.44%
$4.99K - $5.91K
9.54K $527K
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-142
- 0.52%
$5.1K - $6.04K
27.2K $1.5M
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

SELL
 -
-145
- 26.51%
$5.21K - $6.17K
402 $22.2K
Jul 26, 2022 Q2 2022
Capital Directions Investment Advisors, LLC

SELL
 -
-166
- 18.74%
$5.96K - $7.06K
720 $39.8K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-179
Closed
$6.43K - $7.61K
0 $0
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-179
- 0.44%
$6.43K - $7.61K
40.5K $2.24M

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