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 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
91.7KNew |
$3.59M - $3.85M
|
91.7K
$5.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
88.2K+ 6.79% |
$3.45M - $3.71M
|
1.39M
$75.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
87.4K+ 329.77% |
$3.42M - $3.68M
|
114K
$6.23M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
86.3KNew |
$3.38M - $3.63M
|
86.3K
$4.72M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
84.9K+ 33.38% |
$3.32M - $3.57M
|
339K
$18.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
79.9KNew |
$3.13M - $3.36M
|
79.9K
$4.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
77KNew |
$3.02M - $3.24M
|
77K
$4.21M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 6.62% |
$2.88M - $3.09M
|
1.19M
$64.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
70.7KNew |
$2.77M - $2.97M
|
70.7K
$3.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
68.6K+ 26.69% |
$2.68M - $2.88M
|
325K
$17.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.1K+ 1.36% |
$2.63M - $2.82M
|
4.99M
$273M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
65.4K+ 2.34% |
$2.56M - $2.75M
|
2.85M
$156M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
64.6K+ 124.9% |
$2.53M - $2.72M
|
116K
$6.36M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
64.2K+ 1250.18% |
$2.51M - $2.7M
|
69.3K
$3.79M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
60.2K+ 106.33% |
$2.36M - $2.53M
|
117K
$6.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
59.4KNew |
$2.32M - $2.5M
|
59.4K
$3.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
57.2K+ 401.52% |
$2.24M - $2.4M
|
71.4K
$3.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
56.5K+ 18.73% |
$2.21M - $2.38M
|
358K
$19.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
55.9K+ 13.5% |
$2.19M - $2.35M
|
470K
$25.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
55.4KNew |
$2.17M - $2.33M
|
55.4K
$3.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
55.1K+ 242.03% |
$2.16M - $2.32M
|
77.9K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
55K+ 542.81% |
$2.15M - $2.31M
|
65.1K
$3.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
54.3K+ 60.21% |
$2.12M - $2.28M
|
144K
$7.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
53.5K+ 2.89% |
$2.1M - $2.25M
|
1.91M
$104M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.4K+ 205.94% |
$2.05M - $2.2M
|
77.8K
$4.25M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
51.6K+ 14.24% |
$2.02M - $2.17M
|
414K
$22.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
51KNew |
$2M - $2.14M
|
51K
$2.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
50.3K+ 71.15% |
$1.97M - $2.11M
|
121K
$6.62M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
48.4K+ 1.71% |
$1.9M - $2.04M
|
2.89M
$158M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
47KNew |
$1.84M - $1.98M
|
47K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
46.6KNew |
$1.82M - $1.96M
|
46.6K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45.9K+ 3.38% |
$1.8M - $1.93M
|
1.4M
$76.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.9KNew |
$1.79M - $1.93M
|
45.9K
$2.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
43.7K+ 17.28% |
$1.71M - $1.84M
|
296K
$16.2M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
42.7K+ 8.18% |
$1.67M - $1.79M
|
564K
$30.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
42.1KNew |
$1.65M - $1.77M
|
42.1K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
41.8KNew |
$1.64M - $1.76M
|
41.8K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
40.4K+ 6.59% |
$1.58M - $1.7M
|
654K
$35.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
40K+ 42.2% |
$1.57M - $1.68M
|
135K
$7.38M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
39.4K+ 5.73% |
$1.54M - $1.65M
|
726K
$39.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39K+ 1.39% |
$1.53M - $1.64M
|
2.84M
$155M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
38.8K+ 3.77% |
$1.52M - $1.63M
|
1.07M
$58.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36K+ 4.16% |
$1.41M - $1.51M
|
901K
$49.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
34.6KNew |
$1.36M - $1.46M
|
34.6K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
32.4K+ 401.39% |
$1.27M - $1.36M
|
40.5K
$2.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
32.2K+ 1.8% |
$1.26M - $1.35M
|
1.82M
$99.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31.8K+ 2.58% |
$1.24M - $1.34M
|
1.27M
$69.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
29.2K+ 30.74% |
$1.14M - $1.23M
|
124K
$6.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
28.3K+ 3.43% |
$1.11M - $1.19M
|
854K
$46.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
26.5K+ 2.95% |
$1.04M - $1.11M
|
924K
$50.5M
|