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 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.34K- 1.28% |
$131K - $140K
|
257K
$14M
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
SELL
|
- |
-3.58K- 0.39% |
$140K - $151K
|
906K
$49.5M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.78K- 26.65% |
$148K - $159K
|
10.4K
$568K
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-4.56K- 29.21% |
$179K - $192K
|
11.1K
$605K
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-4.78K- 1.31% |
$187K - $201K
|
360K
$19.7M
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.81K- 19.78% |
$188K - $202K
|
19.5K
$1.07M
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
SELL
|
- |
-5.13K- 16.78% |
$201K - $216K
|
25.4K
$1.39M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-5.2KClosed |
$204K - $219K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.24K- 3.76% |
$205K - $220K
|
134K
$7.33M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.43K- 2.02% |
$213K - $228K
|
264K
$14.4M
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-6.03KClosed |
$236K - $254K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-6.24K- 5.7% |
$244K - $262K
|
103K
$5.64M
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-6.26K- 55.72% |
$245K - $263K
|
4.98K
$272K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.51KClosed |
$255K - $274K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-6.53K- 3.68% |
$256K - $275K
|
171K
$9.35M
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 9.78% |
$261K - $281K
|
61.6K
$3.37M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.42KClosed |
$290K - $312K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.51KClosed |
$294K - $316K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-7.85K- 17.84% |
$307K - $330K
|
36.1K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8K- 13.81% |
$313K - $336K
|
49.9K
$2.73M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.03KClosed |
$314K - $338K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-8.07K- 13.31% |
$316K - $339K
|
52.6K
$2.87M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-8.44K- 63.78% |
$330K - $355K
|
4.79K
$262K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.83KClosed |
$345K - $371K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.99K- 15.99% |
$352K - $378K
|
47.2K
$2.58M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-9.58KClosed |
$375K - $403K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11KClosed |
$429K - $461K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.6K- 0.24% |
$455K - $489K
|
4.89M
$267M
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11.6K- 4.58% |
$456K - $489K
|
242K
$13.2M
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.2KClosed |
$515K - $553K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14.4K- 21.92% |
$564K - $606K
|
51.3K
$2.81M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-16KClosed |
$626K - $673K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.8K- 32.09% |
$695K - $747K
|
37.6K
$2.06M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18.1K- 10.43% |
$707K - $759K
|
155K
$8.48M
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18.1K- 0.55% |
$709K - $761K
|
3.26M
$178M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-19.6K- 0.61% |
$767K - $824K
|
3.21M
$175M
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20.1K- 2.23% |
$787K - $846K
|
884K
$48.3M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.2K- 0.66% |
$790K - $848K
|
3.02M
$165M
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 2.92% |
$874K - $938K
|
741K
$40.5M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.9KClosed |
$935K - $1M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25.1K- 44.63% |
$981K - $1.05M
|
31.1K
$1.7M
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-27.1K- 30.31% |
$1.06M - $1.14M
|
62.2K
$3.4M
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-29.8K- 56.68% |
$1.17M - $1.25M
|
22.8K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-32.2K- 70.5% |
$1.26M - $1.35M
|
13.5K
$736K
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-36.5KClosed |
$1.43M - $1.53M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.2KClosed |
$1.46M - $1.56M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-37.9K- 5.14% |
$1.49M - $1.6M
|
700K
$38.3M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-38.8K- 5.95% |
$1.52M - $1.63M
|
613K
$33.5M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-39.3KClosed |
$1.54M - $1.65M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44.7KClosed |
$1.75M - $1.88M
|
0
$0
|