Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.82MNew |
$224M - $237M
|
5.82M
$318M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.63M+ 7.0% |
$140M - $148M
|
55.5M
$3.03B
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.37MNew |
$91.2M - $96.4M
|
2.37M
$129M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.98M+ 238.5% |
$76.2M - $80.6M
|
2.81M
$153M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1.96M+ 867.47% |
$75.7M - $80M
|
2.19M
$120M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5M+ 18.46% |
$57.6M - $60.9M
|
9.6M
$525M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
894K+ 2463.86% |
$34.4M - $36.4M
|
930K
$50.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
619K+ 14.45% |
$23.8M - $25.2M
|
4.9M
$268M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
439K+ 6.55% |
$16.9M - $17.9M
|
7.15M
$391M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
420K+ 3.25% |
$16.2M - $17.1M
|
13.4M
$730M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
397K+ 35.52% |
$15.3M - $16.2M
|
1.51M
$82.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
391K+ 110.03% |
$15M - $15.9M
|
746K
$40.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
370K+ 98.05% |
$14.2M - $15.1M
|
747K
$40.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
289K+ 16.77% |
$11.1M - $11.8M
|
2.01M
$110M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
252K+ 12.94% |
$9.7M - $10.3M
|
2.2M
$120M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
247K+ 33.05% |
$9.52M - $10.1M
|
995K
$54.4M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
246K+ 211.21% |
$9.47M - $10M
|
362K
$19.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
246K+ 21.15% |
$9.46M - $10M
|
1.41M
$76.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
242K+ 39.72% |
$9.32M - $9.86M
|
851K
$46.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
235K+ 17.37% |
$9.05M - $9.57M
|
1.59M
$86.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
228K+ 6.08% |
$8.78M - $9.29M
|
3.98M
$217M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
203K+ 7.14% |
$7.81M - $8.26M
|
3.04M
$166M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
196K+ 6.48% |
$7.56M - $8M
|
3.22M
$176M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
186K+ 783.95% |
$7.17M - $7.58M
|
210K
$11.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169K+ 24.18% |
$6.49M - $6.86M
|
865K
$47.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
143K+ 18.21% |
$5.52M - $5.84M
|
930K
$50.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
128K+ 38.01% |
$4.95M - $5.23M
|
466K
$25.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
127K+ 4.76% |
$4.88M - $5.16M
|
2.79M
$152M
|
|
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
125KNew |
$4.81M - $5.09M
|
125K
$6.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
118K+ 366.04% |
$4.53M - $4.79M
|
150K
$8.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
116KNew |
$4.46M - $4.71M
|
116K
$6.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
113K+ 3.58% |
$4.36M - $4.61M
|
3.28M
$179M
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
108K+ 43.95% |
$4.16M - $4.4M
|
354K
$19.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
106K+ 1.32% |
$4.08M - $4.32M
|
8.14M
$445M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
106K+ 18.89% |
$4.07M - $4.3M
|
665K
$36.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
102K+ 6.16% |
$3.91M - $4.14M
|
1.75M
$95.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
101K+ 8.44% |
$3.9M - $4.12M
|
1.3M
$71M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
96.3K+ 30.29% |
$3.71M - $3.92M
|
414K
$22.6M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
90.9K+ 487.84% |
$3.5M - $3.7M
|
110K
$5.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
90.5K+ 7.92% |
$3.49M - $3.69M
|
1.23M
$67.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
88.6K+ 54.0% |
$3.41M - $3.61M
|
253K
$13.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.6K+ 3.19% |
$3.34M - $3.53M
|
2.8M
$153M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
85.8K+ 8.36% |
$3.3M - $3.49M
|
1.11M
$60.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
84.4K+ 4.92% |
$3.25M - $3.44M
|
1.8M
$98.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.4K+ 12.71% |
$3.13M - $3.31M
|
721K
$39.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.7KNew |
$3.03M - $3.21M
|
78.7K
$4.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
76.8KNew |
$2.96M - $3.13M
|
76.8K
$4.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
76K+ 33.24% |
$2.93M - $3.09M
|
305K
$16.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
75.8K+ 4.27% |
$2.92M - $3.09M
|
1.85M
$101M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
74.6K+ 7.82% |
$2.87M - $3.04M
|
1.03M
$56.3M
|