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 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-45- 0.01% |
$1.73K - $1.83K
|
361K
$18.8M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-49- 0.2% |
$1.89K - $2K
|
24.6K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-62- 0.39% |
$2.39K - $2.53K
|
15.7K
$816K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-73- 39.67% |
$2.81K - $2.97K
|
111
$5.77K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-77- 2.22% |
$2.97K - $3.14K
|
3.39K
$176K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-78- 0.12% |
$3K - $3.18K
|
64.4K
$3.35M
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-92- 0.34% |
$3.54K - $3.75K
|
26.6K
$1.38M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-102- 53.97% |
$3.93K - $4.15K
|
87
$4.52K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-110- 12.17% |
$4.24K - $4.48K
|
794
$41.3K
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-139- 1.75% |
$5.35K - $5.66K
|
7.8K
$405K
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-145- 0.22% |
$5.58K - $5.91K
|
66K
$3.43M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-151- 0.6% |
$5.82K - $6.15K
|
24.9K
$1.29M
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-153- 1.24% |
$5.89K - $6.23K
|
12.2K
$634K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-157- 1.79% |
$6.05K - $6.39K
|
8.63K
$449K
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-167- 0.39% |
$6.43K - $6.8K
|
43K
$2.24M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-198- 0.03% |
$7.62K - $8.06K
|
676K
$35.1M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-199- 0.2% |
$7.66K - $8.11K
|
99K
$5.15M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-223Closed |
$8.59K - $9.08K
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-223- 1.37% |
$8.59K - $9.08K
|
16K
$832K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-252- 0.47% |
$9.7K - $10.3K
|
53.4K
$2.78M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-253- 4.27% |
$9.74K - $10.3K
|
5.67K
$295K
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-267Closed |
$10.3K - $10.9K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-286- 5.59% |
$11K - $11.6K
|
4.83K
$251K
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-312- 0.39% |
$12K - $12.7K
|
78.9K
$4.1M
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-359- 0.8% |
$13.8K - $14.6K
|
44.6K
$2.32M
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-363- 1.57% |
$14K - $14.8K
|
22.8K
$1.18M
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-371- 1.9% |
$14.3K - $15.1K
|
19.1K
$994K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-375- 0.52% |
$14.4K - $15.3K
|
71.6K
$3.72M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-405- 2.77% |
$15.6K - $16.5K
|
14.2K
$740K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-405- 7.72% |
$15.6K - $16.5K
|
4.84K
$252K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-425- 3.2% |
$16.4K - $17.3K
|
12.8K
$668K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-428Closed |
$16.5K - $17.4K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-445- 0.62% |
$17.1K - $18.1K
|
70.9K
$3.69M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-450- 11.6% |
$17.3K - $18.3K
|
3.43K
$178K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-455- 2.36% |
$17.5K - $18.5K
|
18.8K
$977K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-464- 0.65% |
$17.9K - $18.9K
|
71.2K
$3.7M
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-473- 1.87% |
$18.2K - $19.3K
|
24.8K
$1.29M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-500- 29.15% |
$19.3K - $20.4K
|
1.22K
$63.2K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-526- 5.16% |
$20.3K - $21.4K
|
9.67K
$503K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-552- 0.61% |
$21.3K - $22.5K
|
90.1K
$4.68M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-583- 2.77% |
$22.5K - $23.7K
|
20.5K
$1.06M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-611- 2.45% |
$23.5K - $24.9K
|
24.3K
$1.26M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-640- 3.48% |
$24.6K - $26.1K
|
17.8K
$924K
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-687Closed |
$26.5K - $28K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-706- 6.05% |
$27.2K - $28.8K
|
11K
$570K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-744- 10.98% |
$28.7K - $30.3K
|
6.03K
$313K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-746- 15.77% |
$28.7K - $30.4K
|
3.99K
$207K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-774Closed |
$29.8K - $31.5K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-778- 13.03% |
$30K - $31.7K
|
5.19K
$270K
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-824- 0.62% |
$31.7K - $33.6K
|
131K
$6.81M
|