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 03, 2021 Q3 2021
Bison Wealth, LLC

BUY
 -
434
+ 56.22%
$16.7K - $17.7K
1.21K $62K
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
422
New
$16.3K - $17.2K
422 $21.7K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
404
+ 2.57%
$15.6K - $16.5K
16.1K $828K
Oct 13, 2021 Q3 2021
Investment Partners, Ltd.

BUY
 -
400
+ 5.23%
$15.4K - $16.3K
8.05K $414K
Nov 12, 2021 Q3 2021
Vectors Research Management, LLC

New York, NY
BUY
 -
400
+ 38.61%
$15.4K - $16.3K
1.44K $73.8K
Oct 27, 2021 Q3 2021
Westside Investment Management, Inc.

BUY
 -
399
+ 24.49%
$15.4K - $16.3K
2.03K $104K
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
375
+ 5.68%
$14.4K - $15.3K
6.98K $358K
Nov 09, 2021 Q3 2021
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
333
+ 4.07%
$12.8K - $13.6K
8.51K $437K
Oct 26, 2021 Q3 2021
Flputnam Investment Management CO

Portland, ME
BUY
 -
324
+ 0.81%
$12.5K - $13.2K
40.5K $2.08M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
324
+ 1.04%
$12.5K - $13.2K
31.5K $1.62M
Oct 29, 2021 Q3 2021
Parkside Financial Bank & Trust

BUY
 -
266
New
$10.2K - $10.8K
266 $13.7K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
227
New
$8.74K - $9.25K
227 $11.7K
Oct 22, 2021 Q3 2021
Ade, LLC

BUY
 -
227
New
$8.74K - $9.25K
227 $11.7K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
225
New
$8.66K - $9.16K
225 $11.6K
Nov 01, 2021 Q3 2021
Ballast Advisors LLC

BUY
 -
180
+ 3.75%
$6.93K - $7.33K
4.98K $256K
Nov 10, 2021 Q3 2021
Grandview Asset Management LLC

BUY
 -
156
+ 2.47%
$6.01K - $6.35K
6.46K $332K
Jul 29, 2022 Q3 2021
Tpg Financial Advisors, LLC

BUY
 -
155
+ 0.06%
$5.97K - $6.31K
254K $13.1M
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
138
+ 2.51%
$5.31K - $5.62K
5.63K $289K
Nov 15, 2021 Q3 2021
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
134
+ 0.57%
$5.16K - $5.46K
23.7K $1.22M
Dec 06, 2021 Q3 2021
Old Second National Bank Of Aurora

BUY
 -
120
+ 2.67%
$4.62K - $4.89K
4.61K $237K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
92
+ 0.84%
$3.54K - $3.75K
11K $565K
Nov 05, 2021 Q3 2021
Argent Advisors, Inc.

Monroe, LA
BUY
 -
80
+ 0.51%
$3.08K - $3.26K
15.6K $803K
Oct 15, 2021 Q3 2021
Wolff Wiese Magana LLC

BUY
 -
67
New
$2.58K - $2.73K
67 $3.44K
Oct 28, 2021 Q3 2021
Better Money Decisions, LLC

BUY
 -
64
+ 0.47%
$2.46K - $2.61K
13.7K $707K
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

BUY
 -
53
New
$2.04K - $2.16K
53 $2.72K
Oct 15, 2021 Q3 2021
Cahaba Wealth Management, Inc.

BUY
 -
33
+ 0.47%
$1.27K - $1.34K
7.08K $364K
Nov 12, 2021 Q3 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
30
+ 0.19%
$1.16K - $1.22K
15.6K $802K
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

BUY
 -
29
New
$1.12K - $1.18K
29 $1.49K
Nov 08, 2021 Q3 2021
Grimes & Company, Inc.

BUY
 -
21
+ 0.32%
$809 - $855
6.6K $339K
Oct 21, 2021 Q3 2021
Valtinson Bruner Financial Planning LLC

BUY
 -
13
+ 0.22%
$501 - $529
5.81K $298K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
9
+ 0.48%
$347 - $367
1.88K $96.5K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
9
New
$347 - $367
9 $463
Nov 08, 2021 Q3 2021
Capital Directions Investment Advisors, LLC

BUY
 -
8
+ 0.74%
$308 - $326
1.09K $56.1K
Oct 29, 2021 Q3 2021
Bridge Advisory, LLC

BUY
 -
8
+ 0.13%
$308 - $326
6.25K $321K
Nov 12, 2021 Q3 2021
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
8
+ 0.12%
$308 - $326
6.76K $347K
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
7
+ 0.47%
$270 - $285
1.51K $77.4K
Oct 12, 2021 Q3 2021
Founders Capital Management

BUY
 -
4
New
$154 - $163
4 $206
Oct 12, 2021 Q3 2021
Tsfg, LLC

BUY
 -
4
+ 0.17%
$154 - $163
2.42K $124K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
1
+ 0.48%
$38.5 - $40.7
208 $10.7K
Nov 12, 2021 Q3 2021
Lee Financial CO

Dallas, TX
BUY
 -
1
+ 0.19%
$38.5 - $40.7
537 $27.6K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

BUY
 -
1
+ 0.57%
$38.5 - $40.7
177 $9.1K
Oct 19, 2021 Q3 2021
Ellevest, Inc.

BUY
 -
1
+ 0.01%
$38.5 - $40.7
10.5K $541K
Jan 09, 2024 Q3 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 1.89%
$38.5 - $40.7
54 $2.78K
Oct 27, 2021 Q3 2021
Moloney Securities Asset Management, LLC

SELL
 -
-3
- 0.03%
$116 - $122
10.4K $534K
Nov 15, 2021 Q3 2021
Balentine LLC

Atlanta, GA
SELL
 -
-13
Closed
$501 - $529
0 $0
Oct 14, 2021 Q3 2021
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-25
Closed
$963 - $1.02K
0 $0
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-26
- 37.14%
$1K - $1.06K
44 $2.26K
Oct 28, 2021 Q3 2021
Facet Wealth, Inc.

SELL
 -
-30
- 0.28%
$1.16K - $1.22K
10.9K $559K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-31
- 0.16%
$1.19K - $1.26K
19.7K $1.01M

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