Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-643K- 98.99% |
$24.7M - $26.2M
|
6.55K
$341K
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-860K- 95.95% |
$33.1M - $35M
|
36.3K
$1.89M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.28M- 99.2% |
$49.2M - $52M
|
10.3K
$534K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.82M- 34.04% |
$70M - $74M
|
3.52M
$183M
|
|
|
Feb 04, 2022
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.03M- 92.48% |
$78.3M - $82.8M
|
165K
$8.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2.06M- 99.59% |
$79.2M - $83.8M
|
8.41K
$437K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.34M- 11.34% |
$90.3M - $95.5M
|
18.3M
$953M
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.33M- 96.69% |
$128M - $136M
|
114K
$5.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-3.53M- 80.22% |
$136M - $144M
|
871K
$45.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-36.5M- 98.15% |
$1.41B - $1.49B
|
687K
$35.7M
|