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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-916- 30.31% |
$35.3K - $37.3K
|
2.11K
$115K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.02K- 1.58% |
$39.2K - $41.4K
|
63.2K
$3.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-1.08K- 10.31% |
$41.6K - $43.9K
|
9.38K
$513K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.09K- 0.83% |
$42.1K - $44.5K
|
131K
$7.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.1K- 3.65% |
$42.4K - $44.8K
|
29K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.13K- 7.97% |
$43.5K - $46K
|
13.1K
$714K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 2.01% |
$44.1K - $46.7K
|
56K
$3.06M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 95.02% |
$44.9K - $47.5K
|
61
$3.33K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.23K- 2.14% |
$47.3K - $50K
|
56.1K
$3.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.46K- 19.49% |
$56.2K - $59.5K
|
6.03K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.55K- 1.45% |
$59.7K - $63.1K
|
105K
$5.75M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.55K- 1.23% |
$59.7K - $63.1K
|
125K
$6.83M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.55K- 18.55% |
$59.7K - $63.2K
|
6.81K
$372K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-1.68K- 0.82% |
$64.7K - $68.4K
|
202K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.79KClosed |
$68.8K - $72.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 99.78% |
$71.2K - $75.3K
|
4
$219
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.97KClosed |
$75.7K - $80.1K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.28K- 7.81% |
$87.6K - $92.7K
|
26.9K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.46K- 0.94% |
$94.9K - $100K
|
260K
$14.2M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.48K- 4.92% |
$95.5K - $101K
|
47.9K
$2.62M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
SELL
|
- |
-2.62K- 2.89% |
$101K - $107K
|
88K
$4.81M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-2.62K- 0.8% |
$101K - $107K
|
323K
$17.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.93K- 21.02% |
$113K - $119K
|
11K
$601K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-3K- 1.55% |
$116K - $122K
|
191K
$10.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.1K- 91.23% |
$119K - $126K
|
298
$16.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-3.64K- 0.99% |
$140K - $148K
|
363K
$19.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.66K- 35.96% |
$141K - $149K
|
6.51K
$356K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.89K- 34.1% |
$150K - $158K
|
7.51K
$410K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$154K - $163K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.2K- 24.07% |
$162K - $171K
|
13.2K
$724K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-4.29K- 5.26% |
$165K - $175K
|
77.2K
$4.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-4.29K- 1.34% |
$165K - $175K
|
316K
$17.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.3K- 43.59% |
$166K - $175K
|
5.57K
$304K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.61K- 32.52% |
$178K - $188K
|
9.56K
$523K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.71K- 15.18% |
$181K - $192K
|
26.3K
$1.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.83K- 8.35% |
$186K - $197K
|
53K
$2.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-5.05K- 2.97% |
$194K - $206K
|
165K
$9.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-5.08KClosed |
$196K - $207K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-5.15KClosed |
$198K - $210K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.19KClosed |
$200K - $211K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.62KClosed |
$216K - $229K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.82KClosed |
$224K - $237K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.31KClosed |
$243K - $257K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6.41KClosed |
$247K - $261K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.88KClosed |
$265K - $280K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-6.98K- 0.76% |
$269K - $284K
|
907K
$49.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.28KClosed |
$280K - $297K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.57KClosed |
$292K - $308K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.77KClosed |
$299K - $317K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-7.8K- 70.91% |
$300K - $318K
|
3.2K
$175K
|