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
Oct 20, 2021 Q3 2021
Wambolt & Associates, LLC

BUY
 -
2.43K
+ 21.5%
$93.6K - $99K
13.7K $751K
Nov 12, 2021 Q3 2021
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
2.43K
+ 2.16%
$93.5K - $98.9K
115K $6.27M
Nov 01, 2021 Q3 2021
Salomon & Ludwin, LLC

BUY
 -
2.4K
+ 22.25%
$92.4K - $97.7K
13.2K $721K
Nov 15, 2021 Q3 2021
Founders Financial Securities LLC

BUY
 -
2.4K
+ 0.27%
$92.2K - $97.5K
898K $49.1M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
2.39K
+ 7.82%
$92.1K - $97.4K
33K $1.8M
Nov 08, 2021 Q3 2021
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
2.34K
New
$90.1K - $95.3K
2.34K $128K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
2.24K
+ 20.87%
$86.2K - $91.2K
13K $709K
Oct 19, 2021 Q3 2021
Howard Wealth Management, LLC

Madison, CT
BUY
 -
2.04K
+ 6.63%
$78.6K - $83.1K
32.8K $1.8M
Oct 28, 2021 Q3 2021
Mcdonald Partners LLC

BUY
 -
2.03K
+ 14.31%
$78.2K - $82.7K
16.2K $887K
Oct 15, 2021 Q3 2021
Transform Wealth, LLC

BUY
 -
1.93K
+ 2.16%
$74.4K - $78.6K
91.2K $4.99M
Nov 05, 2021 Q3 2021
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.74K
+ 2.71%
$66.8K - $70.7K
65.8K $3.59M
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
BUY
 -
1.69K
+ 18.65%
$65K - $68.7K
10.7K $587K
Oct 06, 2021 Q3 2021
Clarus Wealth Advisors

BUY
 -
1.68K
+ 1.81%
$64.8K - $68.5K
94.9K $5.19M
Oct 26, 2021 Q3 2021
Hudson Valley Investment Advisors Inc

BUY
 -
1.63K
+ 22.6%
$62.8K - $66.4K
8.85K $484K
Nov 10, 2021 Q3 2021
Wells Financial Advisors Inc

BUY
 -
1.62K
+ 0.88%
$62.3K - $65.9K
186K $10.1M
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.57K
+ 7.72%
$60.6K - $64.1K
22K $1.2M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.55K
+ 22.78%
$59.7K - $63.2K
8.36K $457K
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
1.53K
New
$58.7K - $62.1K
1.53K $83.4K
Oct 28, 2021 Q3 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
1.43K
+ 6.15%
$55.1K - $58.3K
24.7K $1.35M
Oct 27, 2021 Q3 2021
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
1.37K
+ 3.9%
$52.6K - $55.7K
36.5K $1.99M
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

BUY
 -
1.36K
+ 1.96%
$52.2K - $55.2K
70.5K $3.86M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.35K
+ 0.7%
$52.1K - $55.1K
196K $10.7M
Nov 15, 2021 Q3 2021
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.28K
+ 0.23%
$49.2K - $52.1K
561K $30.7M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
1.27K
+ 1.18%
$49.1K - $51.9K
109K $5.98M
Nov 12, 2021 Q3 2021
Prestige Wealth Management Group LLC

BUY
 -
1.2K
+ 433.21%
$46.2K - $48.9K
1.48K $80.7K
Oct 13, 2021 Q3 2021
Thompson Investment Management, Inc.

BUY
 -
1.15K
+ 18.21%
$44.3K - $46.9K
7.47K $409K
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.12K
+ 8.27%
$43.2K - $45.7K
14.7K $803K
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
1.07K
+ 12.06%
$41.4K - $43.7K
9.98K $545K
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.07K
New
$41.1K - $43.5K
1.07K $58.3K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.06K
+ 7.51%
$40.7K - $43.1K
15.1K $828K
Oct 20, 2021 Q3 2021
Detalus Advisors, LLC

BUY
 -
1K
+ 6.56%
$38.5K - $40.7K
16.3K $888K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
998
+ 15.73%
$38.4K - $40.6K
7.34K $401K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
986
+ 4.24%
$38K - $40.2K
24.3K $1.33M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
970
+ 1590.16%
$37.4K - $39.5K
1.03K $56.4K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
804
New
$31K - $32.7K
804 $44K
Nov 10, 2021 Q3 2021
Blue Bell Private Wealth Management, LLC

BUY
 -
800
+ 7.91%
$30.8K - $32.6K
10.9K $597K
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
796
+ 7.75%
$30.7K - $32.4K
11.1K $605K
Oct 12, 2021 Q3 2021
Ewg Elevate Inc.

BUY
 -
750
+ 2.94%
$28.9K - $30.5K
26.3K $1.44M
Nov 09, 2021 Q3 2021
Koss Olinger Consulting, LLC

BUY
 -
706
+ 5.14%
$27.2K - $28.8K
14.4K $790K
Oct 05, 2021 Q3 2021
Bremer Bank National Association

BUY
 -
702
+ 7.91%
$27K - $28.6K
9.58K $523K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
700
New
$27K - $28.5K
700 $38.3K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
700
New
$27K - $28.5K
700 $38.3K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
700
+ 18.75%
$27K - $28.5K
4.43K $242K
Nov 15, 2021 Q3 2021
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
684
+ 2.15%
$26.3K - $27.9K
32.5K $1.78M
Nov 12, 2021 Q3 2021
Ballast, Inc.

BUY
 -
683
+ 6.96%
$26.3K - $27.8K
10.5K $574K
Oct 13, 2021 Q3 2021
Financial Management Network Inc

BUY
 -
592
+ 4.63%
$22.8K - $24.1K
13.4K $732K
Nov 15, 2021 Q3 2021
Corda Investment Management, Llc.

Houston, TX
BUY
 -
569
+ 0.74%
$21.9K - $23.2K
77.7K $4.25M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
542
New
$20.9K - $22.1K
542 $29.6K
Nov 02, 2021 Q3 2021
Capital Square, LLC

BUY
 -
452
+ 3.45%
$17.4K - $18.4K
13.5K $740K

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