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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
2.02K+ 2.45% |
$78.9K - $84.8K
|
84.2K
$4.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.9K+ 1.81% |
$74.4K - $79.9K
|
107K
$5.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.84K+ 22.29% |
$71.9K - $77.3K
|
10.1K
$551K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.8K+ 1.55% |
$70.4K - $75.6K
|
118K
$6.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.78K+ 5.42% |
$69.7K - $74.8K
|
34.6K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.74K+ 13.41% |
$68K - $73.1K
|
14.7K
$804K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 5.24% |
$67.6K - $72.6K
|
34.7K
$1.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.69K+ 12.8% |
$66K - $70.9K
|
14.9K
$813K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.64K+ 30.39% |
$64.3K - $69.1K
|
7.05K
$386K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.58KNew |
$61.6K - $66.2K
|
1.58K
$86.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.57K+ 7.67% |
$61.4K - $65.9K
|
22K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.49K+ 5.56% |
$58.3K - $62.6K
|
28.3K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.39K+ 10.62% |
$54.2K - $58.3K
|
14.4K
$790K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.3KNew |
$50.9K - $54.7K
|
1.3K
$71.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.21K+ 43.37% |
$47.4K - $50.9K
|
4K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
1.18K+ 1.34% |
$46.1K - $49.6K
|
89.1K
$4.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 6.32% |
$44.1K - $47.3K
|
18.9K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
1.1K+ 0.16% |
$43K - $46.2K
|
677K
$37M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.08KNew |
$42.3K - $45.4K
|
1.08K
$59K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.06K+ 3.36% |
$41.3K - $44.4K
|
32.5K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.05K+ 4.0% |
$41.3K - $44.3K
|
27.4K
$1.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.05KNew |
$41.1K - $44.1K
|
1.05K
$57.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.02K+ 15.5% |
$39.7K - $42.7K
|
7.57K
$414K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.01K+ 2.22% |
$39.6K - $42.5K
|
46.7K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
1KNew |
$39.1K - $42K
|
1K
$54.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39.1K - $42K
|
1K
$54.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
987New |
$38.6K - $41.5K
|
987
$54K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
970+ 0.49% |
$38K - $40.8K
|
199K
$10.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
950+ 1.04% |
$37.2K - $39.9K
|
92.2K
$5.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
939New |
$36.8K - $39.5K
|
939
$51.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
933+ 8.48% |
$36.5K - $39.2K
|
11.9K
$652K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
911+ 3.69% |
$35.7K - $38.3K
|
25.6K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
870New |
$34.1K - $36.6K
|
870
$47.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
827New |
$32.4K - $34.8K
|
827
$45.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
807+ 0.42% |
$31.6K - $33.9K
|
192K
$10.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
806+ 11.93% |
$31.5K - $33.9K
|
7.56K
$413K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
800+ 3.64% |
$31.3K - $33.6K
|
22.8K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
776+ 6.45% |
$30.4K - $32.6K
|
12.8K
$700K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
756+ 16.41% |
$29.6K - $31.8K
|
5.36K
$293K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
750+ 4.81% |
$29.4K - $31.5K
|
16.4K
$894K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
740New |
$29K - $31.1K
|
740
$40.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
737New |
$28.8K - $31K
|
737
$40.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
728+ 6.21% |
$28.5K - $30.6K
|
12.5K
$681K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
723+ 3.71% |
$28.3K - $30.4K
|
20.2K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
721+ 1.35% |
$28.2K - $30.3K
|
54.1K
$2.96M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
669+ 7433.33% |
$26.2K - $28.1K
|
678
$37.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
666New |
$26.1K - $28K
|
666
$36.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
650+ 0.18% |
$25.4K - $27.3K
|
362K
$19.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
617New |
$24.1K - $25.9K
|
617
$33.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
598+ 0.47% |
$23.4K - $25.1K
|
128K
$7M
|