Purchases and Sales Made in Q4 2021 in Spdr Portfolio S&P 500 Value E (SPYV)

SPYV Quotes by TradingView

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 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-3.34K
- 1.28%
$131K - $140K
257K $14.2M
Feb 11, 2022 Q4 2021
Compton Financial Group, LLC

SELL
 -
-3.58K
- 0.39%
$140K - $151K
906K $49.9M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-3.78K
- 26.65%
$148K - $159K
10.4K $573K
Jan 28, 2022 Q4 2021
Arrow Financial Corp

SELL
 -
-4.56K
- 29.21%
$179K - $192K
11.1K $610K
Feb 14, 2022 Q4 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-4.78K
- 1.31%
$187K - $201K
360K $19.9M
Feb 09, 2022 Q4 2021
Flagship Private Wealth, LLC

SELL
 -
-4.81K
- 19.78%
$188K - $202K
19.5K $1.08M
Jan 18, 2022 Q4 2021
Trh Financial, LLC

SELL
 -
-5.13K
- 16.78%
$201K - $216K
25.4K $1.4M
Mar 07, 2022 Q4 2021
Stephens Inc

SELL
 -
-5.2K
Closed
$204K - $219K
0 $0
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-5.24K
- 3.76%
$205K - $220K
134K $7.39M
Feb 11, 2022 Q4 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-5.43K
- 2.02%
$213K - $228K
264K $14.5M
Jan 14, 2022 Q4 2021
Spire Wealth Management

SELL
 -
-6.24K
- 5.7%
$244K - $262K
103K $5.68M
Feb 11, 2022 Q4 2021
Garrett Wealth Advisory Group, LLC

SELL
 -
-6.26K
- 55.72%
$245K - $263K
4.98K $274K
Feb 02, 2022 Q4 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-6.51K
Closed
$255K - $274K
0 $0
Feb 08, 2022 Q4 2021
Savant Capital, LLC

SELL
 -
-6.53K
- 3.68%
$256K - $275K
171K $9.42M
Jan 25, 2022 Q4 2021
Peterson Wealth Advisors, LLC

SELL
 -
-6.67K
- 9.78%
$261K - $281K
61.6K $3.39M
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-7.42K
Closed
$290K - $312K
0 $0
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-7.51K
Closed
$294K - $316K
0 $0
Jan 19, 2022 Q4 2021
Lantz Financial LLC

SELL
 -
-7.85K
- 17.84%
$307K - $330K
36.1K $1.99M
Feb 14, 2022 Q4 2021
Invesco Ltd.

Atlanta, GA
SELL
 -
-8K
- 13.81%
$313K - $336K
49.9K $2.75M
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-8.03K
Closed
$314K - $338K
0 $0
Feb 11, 2022 Q4 2021
Riverpoint Wealth Management Holdings, LLC

SELL
 -
-8.07K
- 13.31%
$316K - $339K
52.6K $2.9M
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-8.44K
- 63.78%
$330K - $355K
4.79K $264K
Feb 01, 2022 Q4 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-8.83K
Closed
$345K - $371K
0 $0
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-8.99K
- 15.99%
$352K - $378K
47.2K $2.6M
Feb 11, 2022 Q4 2021
Wealthpoint, LLC

SELL
 -
-9.58K
Closed
$375K - $403K
0 $0
Feb 07, 2022 Q4 2021
Phillips Financial Management, LLC

SELL
 -
-11K
Closed
$429K - $461K
0 $0
Feb 11, 2022 Q4 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-11.6K
- 0.24%
$455K - $489K
4.89M $270M
Jan 21, 2022 Q4 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-11.6K
- 4.58%
$456K - $489K
242K $13.4M
Jan 24, 2022 Q4 2021
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-13.2K
Closed
$515K - $553K
0 $0
Feb 01, 2022 Q4 2021
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-14.4K
- 21.92%
$564K - $606K
51.3K $2.83M
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-16K
Closed
$626K - $673K
0 $0
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-17.8K
- 32.09%
$695K - $747K
37.6K $2.07M
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

SELL
 -
-18.1K
- 10.43%
$707K - $759K
155K $8.55M
Feb 14, 2022 Q4 2021
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-18.1K
- 0.55%
$709K - $761K
3.26M $180M
Feb 08, 2022 Q4 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-19.6K
- 0.61%
$767K - $824K
3.21M $177M
Jan 28, 2022 Q4 2021
Measured Wealth Private Client Group, LLC

SELL
 -
-20.1K
- 2.23%
$787K - $846K
884K $48.7M
Feb 11, 2022 Q4 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-20.2K
- 0.66%
$790K - $848K
3.02M $167M
Jan 21, 2022 Q4 2021
Inspirion Wealth Advisors, LLC

SELL
 -
-22.3K
- 2.92%
$874K - $938K
741K $40.9M
Feb 14, 2022 Q4 2021
Hrt Financial LP

New York, NY
SELL
 -
-23.9K
Closed
$935K - $1M
0 $0
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-25.1K
- 44.63%
$981K - $1.05M
31.1K $1.71M
Feb 10, 2022 Q4 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-27.1K
- 30.31%
$1.06M - $1.14M
62.2K $3.43M
Feb 14, 2022 Q4 2021
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-29.8K
- 56.68%
$1.17M - $1.25M
22.8K $1.25M
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-32.2K
- 70.5%
$1.26M - $1.35M
13.5K $742K
Feb 07, 2022 Q4 2021
Phoenix Holdings Ltd.

Givatayim, L3
SELL
 -
-36.5K
Closed
$1.43M - $1.53M
0 $0
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-37.2K
Closed
$1.46M - $1.56M
0 $0
Feb 11, 2022 Q4 2021
Ford Financial Group, LLC

SELL
 -
-37.9K
- 5.14%
$1.49M - $1.6M
700K $38.6M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-38.8K
- 5.95%
$1.52M - $1.63M
613K $33.8M
Feb 10, 2022 Q4 2021
Csenge Advisory Group

SELL
 -
-39.3K
Closed
$1.54M - $1.65M
0 $0
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-44.7K
Closed
$1.75M - $1.88M
0 $0

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