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 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-225Closed |
$8.81K - $9.46K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-227Closed |
$8.88K - $9.54K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-227Closed |
$8.88K - $9.54K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-265- 1.85% |
$10.4K - $11.1K
|
14K
$773K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-266Closed |
$10.4K - $11.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-277- 18.75% |
$10.8K - $11.6K
|
1.2K
$66.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-298Closed |
$11.7K - $12.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-368- 0.43% |
$14.4K - $15.5K
|
85.2K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-375- 2.73% |
$14.7K - $15.8K
|
13.4K
$736K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-446- 0.42% |
$17.5K - $18.7K
|
106K
$5.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-460- 6.36% |
$18K - $19.3K
|
6.77K
$373K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-480- 5.96% |
$18.8K - $20.2K
|
7.57K
$417K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-498- 0.79% |
$19.5K - $20.9K
|
62.7K
$3.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-564- 0.29% |
$22.1K - $23.7K
|
195K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-567- 1.74% |
$22.2K - $23.8K
|
32K
$1.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-680- 3.62% |
$26.6K - $28.6K
|
18.1K
$997K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-700Closed |
$27.4K - $29.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-730- 8.01% |
$28.6K - $30.7K
|
8.38K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-731- 0.14% |
$28.6K - $30.7K
|
511K
$28.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-751- 2.82% |
$29.4K - $31.6K
|
25.9K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-800- 43.06% |
$31.3K - $33.6K
|
1.06K
$58.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-808- 3.33% |
$31.6K - $34K
|
23.5K
$1.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-850- 40.36% |
$33.3K - $35.7K
|
1.26K
$69.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-900- 0.41% |
$35.2K - $37.8K
|
220K
$12.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-996- 3.92% |
$39K - $41.9K
|
24.4K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1.02K- 0.36% |
$40.1K - $43K
|
282K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.76% |
$40.9K - $43.9K
|
36.8K
$2.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.07K- 4.86% |
$42K - $45.2K
|
21K
$1.16M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$42.7K - $45.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.3K- 0.48% |
$50.7K - $54.4K
|
266K
$14.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.45K- 17.26% |
$56.8K - $61K
|
6.96K
$383K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.48K- 11.02% |
$57.7K - $62K
|
11.9K
$656K
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.48K- 0.77% |
$58K - $62.3K
|
191K
$10.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.65K- 15.12% |
$64.6K - $69.4K
|
9.26K
$510K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.68K- 1.52% |
$65.6K - $70.4K
|
108K
$5.96M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.69K- 1.18% |
$66K - $70.8K
|
141K
$7.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-1.88K- 7.63% |
$73.4K - $78.8K
|
22.7K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.88KClosed |
$73.5K - $78.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 8.19% |
$77.9K - $83.7K
|
22.3K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.26KClosed |
$88.6K - $95.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.28K- 0.64% |
$89.1K - $95.7K
|
354K
$19.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-2.46K- 0.68% |
$96.3K - $103K
|
360K
$19.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.49KClosed |
$97.5K - $105K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-2.51K- 23.92% |
$98.2K - $106K
|
7.99K
$440K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 0.71% |
$98.9K - $106K
|
351K
$19.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.86K- 5.09% |
$112K - $120K
|
53.3K
$2.93M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.04K- 5.54% |
$119K - $128K
|
51.8K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-3.18K- 26.24% |
$125K - $134K
|
8.95K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.21K- 7.13% |
$126K - $135K
|
41.9K
$2.31M
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
SELL
|
- |
-3.31K- 22.53% |
$130K - $139K
|
11.4K
$627K
|