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
|
Gunma Bank,Ltd.
|
SELL
|
- |
-50K- 50.0% |
$1.96M - $2.1M
|
50K
$2.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.4K- 91.51% |
$2.36M - $2.54M
|
5.6K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-65.8K- 92.76% |
$2.58M - $2.77M
|
5.14K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-88.3K- 47.58% |
$3.46M - $3.71M
|
97.3K
$5.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-105K- 84.55% |
$4.13M - $4.43M
|
19.3K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-107K- 49.69% |
$4.19M - $4.5M
|
108K
$5.92M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-117K- 31.35% |
$4.57M - $4.91M
|
256K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-125KClosed |
$4.89M - $5.26M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-137K- 16.1% |
$5.36M - $5.76M
|
714K
$39M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-146K- 19.57% |
$5.71M - $6.14M
|
600K
$32.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-155K- 33.29% |
$6.08M - $6.53M
|
311K
$17M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-160K- 7.14% |
$6.28M - $6.74M
|
2.09M
$114M
|
|
|
Jan 24, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
SELL
|
- |
-166K- 62.7% |
$6.48M - $6.96M
|
98.5K
$5.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-186K- 12.02% |
$7.28M - $7.81M
|
1.36M
$74.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-186K- 88.69% |
$7.28M - $7.82M
|
23.7K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
SELL
|
- |
-221KClosed |
$8.67M - $9.31M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-231K- 16.45% |
$9.06M - $9.73M
|
1.18M
$64.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-405K- 14.44% |
$15.9M - $17M
|
2.4M
$131M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-506K- 33.44% |
$19.8M - $21.3M
|
1.01M
$55.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-521K- 90.21% |
$20.4M - $21.9M
|
56.6K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-2.19M- 99.83% |
$85.6M - $91.9M
|
3.71K
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.02M- 99.57% |
$157M - $169M
|
17.5K
$957K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.2M- 71.91% |
$516M - $554M
|
5.15M
$282M
|