Purchases and Sales Made in Q3 2021 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 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
Royal Bank Of Canada

Toronto, A6
BUY
 -
17.3K
+ 2.17%
$666K - $704K
813K $44.4M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
17.2K
+ 4.44%
$661K - $699K
404K $22.1M
Oct 14, 2021 Q3 2021
Courier Capital LLC

BUY
 -
16.8K
+ 12.7%
$648K - $685K
149K $8.17M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

BUY
 -
16.8K
+ 8.85%
$647K - $684K
206K $11.3M
Oct 19, 2021 Q3 2021
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
16.7K
+ 3.09%
$642K - $679K
555K $30.4M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
15.9K
+ 10.86%
$614K - $649K
163K $8.9M
Nov 12, 2021 Q3 2021
Burney CO

Reston, VA
BUY
 -
15.7K
+ 5.87%
$605K - $640K
283K $15.5M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
15.6K
+ 47.95%
$600K - $635K
48.1K $2.63M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
15.1K
+ 7.06%
$583K - $617K
230K $12.6M
Oct 13, 2021 Q3 2021
Teamwork Financial Advisors, LLC

BUY
 -
14.8K
+ 242.36%
$568K - $601K
20.9K $1.14M
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
13.2K
New
$507K - $536K
13.2K $719K
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
13K
New
$502K - $531K
13K $712K
Nov 12, 2021 Q3 2021
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
12.7K
New
$489K - $517K
12.7K $695K
Jul 09, 2024 Q3 2021
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
12.2K
+ 3.39%
$470K - $497K
373K $20.4M
Nov 09, 2021 Q3 2021
Svb Wealth LLC

Boston, MA
BUY
 -
12.1K
+ 0.3%
$465K - $491K
4.03M $221M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
12K
+ 27.53%
$460K - $487K
55.4K $3.03M
Nov 04, 2021 Q3 2021
Compton Financial Group, LLC

BUY
 -
11.9K
+ 1.33%
$459K - $486K
910K $49.7M
Oct 19, 2021 Q3 2021
Sanchez Wealth Management Group

BUY
 -
11.7K
+ 2.34%
$450K - $476K
512K $28M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
11.4K
+ 16.79%
$440K - $466K
79.5K $4.35M
Nov 02, 2021 Q3 2021
Benjamin Edwards Inc

Clayton, MO
BUY
 -
11.4K
+ 25.79%
$440K - $465K
55.7K $3.05M
Oct 26, 2021 Q3 2021
Garrett Wealth Advisory Group, LLC

BUY
 -
11.2K
New
$433K - $458K
11.2K $615K
Oct 14, 2021 Q3 2021
Tiaa, Fsb

St. Louis, MO
BUY
 -
11K
+ 3.06%
$425K - $450K
372K $20.3M
Oct 29, 2021 Q3 2021
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
11K
+ 8.98%
$423K - $448K
133K $7.3M
Nov 01, 2021 Q3 2021
Sage Mountain Advisors LLC

BUY
 -
10.5K
+ 275.52%
$404K - $427K
14.3K $782K
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
10.2K
+ 5.5%
$393K - $416K
196K $10.7M
Nov 15, 2021 Q3 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
9.7K
+ 15.86%
$374K - $395K
70.9K $3.88M
Nov 01, 2021 Q3 2021
Wealthpoint, LLC

BUY
 -
9.58K
New
$369K - $390K
9.58K $524K
Nov 15, 2021 Q3 2021
Altium Wealth Management LLC

BUY
 -
9.56K
+ 1.52%
$368K - $389K
640K $35M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
9.41K
+ 20.69%
$362K - $383K
54.9K $3M
Oct 06, 2021 Q3 2021
Cooper Financial Group

BUY
 -
9.4K
+ 13.0%
$362K - $383K
81.7K $4.47M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
9.11K
New
$351K - $371K
9.11K $498K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
8.97K
+ 10.3%
$346K - $366K
96.1K $5.26M
Nov 12, 2021 Q3 2021
Windsor Capital Management, LLC

BUY
 -
8.81K
+ 2.03%
$339K - $359K
443K $24.2M
Nov 04, 2021 Q3 2021
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
8.78K
+ 4.25%
$338K - $358K
215K $11.8M
Oct 13, 2021 Q3 2021
Financial Planning & Information Services, Inc.

BUY
 -
8.74K
+ 5.42%
$336K - $356K
170K $9.29M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

BUY
 -
8.5K
+ 1.81%
$327K - $346K
477K $26.1M
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

BUY
 -
8.41K
New
$324K - $342K
8.41K $460K
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
8.25K
New
$318K - $336K
8.25K $451K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
8.22K
+ 867.19%
$317K - $335K
9.17K $501K
Oct 19, 2021 Q3 2021
Gen Wealth Group, Inc.

BUY
 -
8.17K
+ 6.86%
$315K - $333K
127K $6.96M
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
8.03K
New
$309K - $327K
8.03K $439K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
7.89K
+ 72.08%
$304K - $321K
18.8K $1.03M
Nov 01, 2021 Q3 2021
Key F Inancial Inc

BUY
 -
7.78K
+ 10.46%
$300K - $317K
82.1K $4.49M
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

BUY
 -
7.42K
New
$286K - $302K
7.42K $406K
Nov 15, 2021 Q3 2021
Asset Management Group, Inc.

Stamford, CT
BUY
 -
7.38K
+ 83.44%
$284K - $301K
16.2K $887K
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
BUY
 -
7.23K
New
$279K - $295K
7.23K $395K
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
6.96K
New
$268K - $283K
6.96K $380K
Mar 28, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
5.85K
New
$225K - $238K
5.85K $320K
Nov 12, 2021 Q3 2021
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
5.84K
New
$225K - $238K
5.84K $319K

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