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 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.17KNew |
$202K - $217K
|
5.17K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.14K+ 56.09% |
$201K - $216K
|
14.3K
$789K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.13K+ 65.82% |
$201K - $216K
|
12.9K
$712K
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$199K - $214K
|
5.08K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.97KNew |
$195K - $209K
|
4.97K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.95KNew |
$194K - $208K
|
4.95K
$273K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.93KNew |
$193K - $207K
|
4.93K
$272K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
4.9KNew |
$192K - $206K
|
4.9K
$270K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
4.88K+ 31.26% |
$191K - $205K
|
20.5K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
4.84K+ 5.56% |
$190K - $204K
|
92K
$5.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.82K+ 3.49% |
$189K - $203K
|
143K
$7.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.79K+ 6.79% |
$188K - $201K
|
75.3K
$4.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.63K+ 1.03% |
$181K - $195K
|
452K
$24.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.51K+ 2.79% |
$176K - $189K
|
166K
$9.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
4.45K+ 31.33% |
$174K - $187K
|
18.7K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4.42K+ 39.49% |
$173K - $186K
|
15.6K
$860K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.36K+ 1.17% |
$171K - $183K
|
376K
$20.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
4.36K+ 0.68% |
$170K - $183K
|
645K
$35.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.28K+ 27.28% |
$168K - $180K
|
20K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.19K+ 2.79% |
$164K - $176K
|
154K
$8.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4.12K+ 2.05% |
$161K - $173K
|
205K
$11.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.98K+ 3.91% |
$156K - $167K
|
106K
$5.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.92K+ 57.55% |
$153K - $165K
|
10.7K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.91K+ 5.52% |
$153K - $164K
|
74.8K
$4.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.86K+ 18.78% |
$151K - $162K
|
24.4K
$1.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.72K+ 2.19% |
$146K - $156K
|
174K
$9.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.7K+ 63.31% |
$145K - $156K
|
9.54K
$526K
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.59K+ 9.7% |
$141K - $151K
|
40.6K
$2.24M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.52K+ 0.51% |
$138K - $148K
|
693K
$38.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.46K+ 21.3% |
$135K - $145K
|
19.7K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.34K+ 2.54% |
$131K - $140K
|
134K
$7.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
3.3K+ 4.18% |
$129K - $139K
|
82.2K
$4.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.15K+ 16.74% |
$123K - $133K
|
22K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.02K+ 1.08% |
$118K - $127K
|
281K
$15.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
2.89K+ 6.48% |
$113K - $121K
|
47.4K
$2.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 13.7% |
$112K - $120K
|
23.7K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.78K+ 9.17% |
$109K - $117K
|
33K
$1.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.71K+ 19.75% |
$106K - $114K
|
16.4K
$906K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
2.64K+ 9.29% |
$103K - $111K
|
31K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 35.69% |
$103K - $110K
|
9.96K
$549K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.59K+ 23.43% |
$101K - $109K
|
13.7K
$753K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.5K+ 4.46% |
$97.7K - $105K
|
58.5K
$3.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.46KNew |
$96.1K - $103K
|
2.46K
$135K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
2.37K+ 1.9% |
$92.7K - $99.6K
|
127K
$7.02M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.18KNew |
$85.3K - $91.6K
|
2.18K
$120K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
2.16K+ 4.5% |
$84.5K - $90.8K
|
50.2K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.12K+ 8.03% |
$82.9K - $89.1K
|
28.5K
$1.57M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09K+ 14.24% |
$81.9K - $88K
|
16.8K
$925K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.09K+ 30.05% |
$81.8K - $87.9K
|
9.05K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.02K+ 1.6% |
$79K - $84.8K
|
128K
$7.08M
|