Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.85M+ 6.94% |
$151M - $162M
|
59.3M
$3.08B
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.65M+ 1603.92% |
$104M - $112M
|
2.82M
$146M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.66M+ 28.46% |
$64.8M - $69.6M
|
7.48M
$388M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.45M+ 14093.46% |
$56.6M - $60.8M
|
1.46M
$75.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
983KNew |
$38.5M - $41.3M
|
983K
$51M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
749K+ 7.8% |
$29.3M - $31.5M
|
10.3M
$537M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
727KNew |
$28.5M - $30.6M
|
727K
$37.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
701K+ 3549.47% |
$27.4M - $29.5M
|
721K
$37.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
584KNew |
$22.9M - $24.5M
|
584K
$30.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
481K+ 23.57% |
$18.8M - $20.2M
|
2.52M
$131M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
450KNew |
$17.6M - $18.9M
|
450K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
409KNew |
$16M - $17.2M
|
409K
$21.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
399KNew |
$15.6M - $16.8M
|
399K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
396K+ 5431.77% |
$15.5M - $16.6M
|
403K
$20.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
391K+ 48.13% |
$15.3M - $16.4M
|
1.2M
$62.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
385K+ 16.26% |
$15.1M - $16.2M
|
2.75M
$143M
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
308K+ 270.44% |
$12.1M - $13M
|
422K
$21.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
303K+ 4.24% |
$11.9M - $12.7M
|
7.45M
$387M
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
284KNew |
$11.1M - $11.9M
|
284K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
271K+ 39.01% |
$10.6M - $11.4M
|
965K
$50.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
269KNew |
$10.5M - $11.3M
|
269K
$14M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
260KNew |
$10.2M - $10.9M
|
260K
$13.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
256K+ 145.33% |
$10M - $10.7M
|
431K
$22.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
240K+ 1.8% |
$9.4M - $10.1M
|
13.6M
$705M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
230K+ 6.52% |
$8.99M - $9.66M
|
3.75M
$195M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
213K+ 173.3% |
$8.35M - $8.96M
|
336K
$17.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
187K+ 243.61% |
$7.32M - $7.87M
|
264K
$13.7M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
183KNew |
$7.17M - $7.71M
|
183K
$9.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
171K+ 9.78% |
$6.7M - $7.2M
|
1.92M
$99.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
164K+ 10.32% |
$6.41M - $6.89M
|
1.75M
$90.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
162KNew |
$6.35M - $6.82M
|
162K
$8.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
152KNew |
$5.95M - $6.39M
|
152K
$7.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
130KNew |
$5.1M - $5.48M
|
130K
$6.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
129KNew |
$5.04M - $5.42M
|
129K
$6.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
125KNew |
$4.89M - $5.25M
|
125K
$6.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121K+ 12.96% |
$4.72M - $5.07M
|
1.05M
$54.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
120K+ 23.72% |
$4.69M - $5.04M
|
625K
$32.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
114K+ 1.4% |
$4.47M - $4.81M
|
8.26M
$429M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
113K+ 2.85% |
$4.44M - $4.77M
|
4.09M
$212M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
113KNew |
$4.43M - $4.76M
|
113K
$5.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
113K+ 12.75% |
$4.42M - $4.75M
|
998K
$51.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
112KNew |
$4.39M - $4.72M
|
112K
$5.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108K+ 14.96% |
$4.22M - $4.54M
|
829K
$43M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
103KNew |
$4.02M - $4.32M
|
103K
$5.33M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
102K+ 15.34% |
$3.99M - $4.29M
|
767K
$39.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
101KNew |
$3.96M - $4.26M
|
101K
$5.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
99.9K+ 13.38% |
$3.91M - $4.2M
|
846K
$43.9M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
99.2KNew |
$3.88M - $4.17M
|
99.2K
$5.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
97.4KNew |
$3.81M - $4.09M
|
97.4K
$5.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
93.3K+ 9.38% |
$3.65M - $3.92M
|
1.09M
$56.5M
|