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 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
571+ 0.28% |
$22.3K - $24K
|
203K
$11.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
551+ 8.53% |
$21.6K - $23.2K
|
7.01K
$388K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
539+ 13.53% |
$21.1K - $22.7K
|
4.52K
$250K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
497+ 5.76% |
$19.5K - $20.9K
|
9.12K
$504K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
495New |
$19.4K - $20.8K
|
495
$27.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
487+ 4.88% |
$19.1K - $20.5K
|
10.5K
$578K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
480+ 10.83% |
$18.8K - $20.2K
|
4.91K
$272K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
464+ 2.03% |
$18.2K - $19.5K
|
23.4K
$1.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
459+ 13.39% |
$18K - $19.3K
|
3.89K
$215K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
450+ 3.5% |
$17.6K - $18.9K
|
13.3K
$735K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
430New |
$16.8K - $18.1K
|
430
$23.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
420New |
$16.4K - $17.7K
|
420
$23.2K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
400New |
$15.7K - $16.8K
|
400
$22.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
353+ 2.78% |
$13.8K - $14.8K
|
13.1K
$722K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
345+ 33.17% |
$13.5K - $14.5K
|
1.39K
$76.5K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
335+ 0.51% |
$13.1K - $14.1K
|
66.3K
$3.67M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
329+ 2.99% |
$12.9K - $13.8K
|
11.3K
$626K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
266+ 0.03% |
$10.4K - $11.2K
|
907K
$50.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
264+ 3.1% |
$10.3K - $11.1K
|
8.77K
$485K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
252New |
$9.86K - $10.6K
|
252
$13.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
240New |
$9.39K - $10.1K
|
240
$13.3K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
236New |
$9.24K - $9.92K
|
236
$13K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
224+ 0.55% |
$8.77K - $9.42K
|
40.8K
$2.25M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
219New |
$8.57K - $9.21K
|
219
$12.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
213+ 0.27% |
$8.34K - $8.95K
|
77.9K
$4.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
204+ 11.08% |
$7.98K - $8.58K
|
2.05K
$113K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
200+ 3.4% |
$7.83K - $8.41K
|
6.08K
$336K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$7.83K - $8.41K
|
200
$11.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
195+ 6.16% |
$7.63K - $8.2K
|
3.36K
$186K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
187+ 1.16% |
$7.32K - $7.86K
|
16.3K
$901K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
181+ 1.66% |
$7.08K - $7.61K
|
11.1K
$611K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
179+ 0.6% |
$7.01K - $7.53K
|
29.8K
$1.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
164+ 2.19% |
$6.42K - $6.89K
|
7.64K
$422K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
159+ 0.64% |
$6.22K - $6.68K
|
25K
$1.38M
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
155+ 0.05% |
$6.07K - $6.52K
|
340K
$18.8M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
152+ 0.32% |
$5.95K - $6.39K
|
48.1K
$2.66M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
151+ 2.72% |
$5.91K - $6.35K
|
5.7K
$315K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
150+ 0.05% |
$5.87K - $6.31K
|
316K
$17.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
146+ 1.01% |
$5.71K - $6.14K
|
14.6K
$806K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
145+ 500.0% |
$5.68K - $6.1K
|
174
$9.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
144+ 0.26% |
$5.64K - $6.05K
|
56.5K
$3.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
139New |
$5.44K - $5.84K
|
139
$7.68K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
136New |
$5.32K - $5.72K
|
136
$7.52K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
130+ 1.39% |
$5.09K - $5.47K
|
9.51K
$526K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
106New |
$4.15K - $4.46K
|
106
$5.86K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
95New |
$3.72K - $3.99K
|
95
$5.25K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
92New |
$3.6K - $3.87K
|
92
$5.08K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
87+ 0.24% |
$3.41K - $3.66K
|
36.8K
$2.03M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 7.95% |
$3.21K - $3.45K
|
1.11K
$61.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
80+ 0.19% |
$3.13K - $3.36K
|
43.1K
$2.38M
|