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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.9KNew |
$1.01M - $1.09M
|
25.9K
$1.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
25.6K+ 6.35% |
$1M - $1.08M
|
430K
$23.5M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
25.1KNew |
$981K - $1.05M
|
25.1K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
25KNew |
$979K - $1.05M
|
25K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
24.9K+ 15.07% |
$973K - $1.05M
|
190K
$10.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24.5KNew |
$960K - $1.03M
|
24.5K
$1.34M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23.8K+ 18.42% |
$932K - $1M
|
153K
$8.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23.1K+ 4.12% |
$905K - $972K
|
584K
$31.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.1K+ 20.11% |
$902K - $969K
|
138K
$7.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23K+ 14.11% |
$898K - $965K
|
186K
$10.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 5.51% |
$898K - $964K
|
439K
$24M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
22.2KNew |
$869K - $933K
|
22.2K
$1.21M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.5K+ 19.59% |
$840K - $902K
|
131K
$7.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.3K+ 6.89% |
$835K - $896K
|
331K
$18.1M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
20.8KNew |
$812K - $872K
|
20.8K
$1.13M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
20.1KNew |
$787K - $846K
|
20.1K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.1KNew |
$786K - $844K
|
20.1K
$1.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19.8K+ 11.72% |
$774K - $831K
|
188K
$10.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.7K+ 3.62% |
$773K - $830K
|
564K
$30.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
19.2K+ 2.21% |
$753K - $809K
|
891K
$48.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
19.1K+ 1.77% |
$749K - $804K
|
1.1M
$60.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
18.2K+ 9.48% |
$710K - $763K
|
210K
$11.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$710K - $763K
|
18.1K
$992K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
17.6KNew |
$689K - $740K
|
17.6K
$962K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
17.5KNew |
$686K - $737K
|
17.5K
$958K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 5.56% |
$663K - $712K
|
321K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 3.16% |
$659K - $708K
|
549K
$30M
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
16.8K+ 5.2% |
$658K - $707K
|
340K
$18.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
16.2K+ 1.74% |
$634K - $681K
|
947K
$51.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.9KNew |
$623K - $670K
|
15.9K
$871K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.9KNew |
$621K - $667K
|
15.9K
$867K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.5K+ 0.86% |
$607K - $652K
|
1.81M
$99.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
15.3K+ 181.96% |
$599K - $643K
|
23.7K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
15.1K+ 18.5% |
$591K - $635K
|
96.8K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8K+ 18.78% |
$579K - $622K
|
93.5K
$5.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9K+ 6.03% |
$542K - $582K
|
243K
$13.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 25.04% |
$539K - $579K
|
68.8K
$3.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.5K+ 1471.04% |
$527K - $566K
|
14.4K
$786K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
13.4K+ 2.1% |
$523K - $562K
|
650K
$35.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.3KNew |
$521K - $559K
|
13.3K
$727K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 2.33% |
$507K - $544K
|
568K
$31.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.6K+ 15.22% |
$494K - $530K
|
95.5K
$5.22M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 6.29% |
$482K - $518K
|
208K
$11.4M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.3K+ 0.93% |
$480K - $516K
|
1.33M
$72.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$472K - $507K
|
12.1K
$659K
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.8KNew |
$463K - $498K
|
11.8K
$647K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
11.7K+ 18.19% |
$458K - $492K
|
76.1K
$4.16M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$450K - $483K
|
11.5K
$629K
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
11.2KNew |
$437K - $469K
|
11.2K
$610K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
10.9K+ 7.3% |
$427K - $458K
|
160K
$8.76M
|