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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.76K+ 11.7% |
$222K - $235K
|
55K
$2.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.69K+ 89.65% |
$219K - $232K
|
12K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.66K+ 12.65% |
$218K - $230K
|
50.4K
$2.62M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
5.55KNew |
$214K - $226K
|
5.55K
$288K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.41KNew |
$208K - $220K
|
5.41K
$281K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
5.2KNew |
$200K - $212K
|
5.2K
$271K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.18KNew |
$199K - $211K
|
5.18K
$269K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.07K+ 1.15% |
$195K - $207K
|
448K
$23.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.07K+ 4.22% |
$195K - $206K
|
125K
$6.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.03K+ 12.69% |
$194K - $205K
|
44.7K
$2.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
5.01K+ 70.33% |
$193K - $204K
|
12.1K
$631K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.96K+ 4.14% |
$191K - $202K
|
125K
$6.49M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
4.92K+ 3.36% |
$189K - $200K
|
151K
$7.86M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.92K+ 1.97% |
$189K - $200K
|
254K
$13.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.76K+ 9.22% |
$183K - $194K
|
56.3K
$2.93M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
4.54K+ 5.49% |
$175K - $185K
|
87.1K
$4.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.52K+ 17.55% |
$174K - $184K
|
30.3K
$1.57M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.43K+ 60.84% |
$171K - $181K
|
11.7K
$609K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.35K+ 3.15% |
$167K - $177K
|
143K
$7.41M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.3K+ 33.92% |
$166K - $175K
|
17K
$882K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.24K+ 4.0% |
$163K - $172K
|
110K
$5.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.23K+ 118.55% |
$163K - $172K
|
7.79K
$405K
|
|
|
Oct 12, 2021
Q3 2021
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.13K+ 0.88% |
$159K - $168K
|
473K
$24.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.11K+ 2.18% |
$158K - $167K
|
192K
$10M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.07K+ 67.15% |
$157K - $166K
|
10.1K
$527K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.03K+ 83.88% |
$155K - $164K
|
8.83K
$459K
|
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4K+ 12.1% |
$154K - $163K
|
37.1K
$1.93M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.99K+ 25.35% |
$154K - $163K
|
19.7K
$1.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
3.93K+ 46.59% |
$151K - $160K
|
12.4K
$644K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.92K+ 53.97% |
$151K - $160K
|
11.2K
$581K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
3.84K+ 1.98% |
$148K - $157K
|
198K
$10.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
3.76K+ 20.53% |
$145K - $153K
|
22.1K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.75K+ 8.95% |
$144K - $153K
|
45.6K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.74K+ 42.8% |
$144K - $152K
|
12.5K
$649K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.7K+ 3.59% |
$142K - $151K
|
107K
$5.56M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
3.65K+ 8.21% |
$140K - $148K
|
48K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.64K+ 68.74% |
$140K - $148K
|
8.94K
$465K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.53K+ 2.23% |
$136K - $144K
|
162K
$8.41M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.4K+ 3.45% |
$131K - $138K
|
102K
$5.29M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.38K+ 0.12% |
$130K - $138K
|
2.84M
$148M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 2.79% |
$129K - $136K
|
123K
$6.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
3.34K+ 13.33% |
$128K - $136K
|
28.4K
$1.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.3K+ 14.05% |
$127K - $134K
|
26.8K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.07K+ 2.49% |
$118K - $125K
|
126K
$6.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 4.56% |
$115K - $121K
|
68.2K
$3.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.88K+ 1.74% |
$111K - $117K
|
169K
$8.76M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.84K+ 2.24% |
$109K - $115K
|
129K
$6.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.81K+ 6.66% |
$108K - $115K
|
45.1K
$2.34M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.71KNew |
$104K - $111K
|
2.71K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6K+ 11.98% |
$100K - $106K
|
24.3K
$1.26M
|