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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
74+ 0.38% |
$2.9K - $3.11K
|
19.7K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
68+ 1.37% |
$2.66K - $2.86K
|
5.05K
$279K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
68+ 0.5% |
$2.66K - $2.86K
|
13.6K
$752K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
66+ 0.54% |
$2.58K - $2.77K
|
12.2K
$676K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51+ 9.5% |
$2K - $2.14K
|
588
$32.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
45+ 0.64% |
$1.76K - $1.89K
|
7.13K
$394K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
44+ 5.47% |
$1.72K - $1.85K
|
848
$46.9K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
39+ 65.0% |
$1.53K - $1.64K
|
99
$5.47K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
38+ 0.05% |
$1.49K - $1.6K
|
77.2K
$4.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
35+ 0.2% |
$1.37K - $1.47K
|
17.6K
$972K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
34+ 0.28% |
$1.33K - $1.43K
|
12.2K
$676K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28+ 0.27% |
$1.1K - $1.18K
|
10.4K
$575K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.27% |
$1.02K - $1.09K
|
9.69K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
25+ 0.2% |
$979 - $1.05K
|
12.4K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
24+ 40.0% |
$939 - $1.01K
|
84
$4.64K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
16+ 0.28% |
$626 - $673
|
5.82K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.59% |
$626 - $673
|
2.73K
$151K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
10+ 0.16% |
$391 - $420
|
6.26K
$346K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 0.6% |
$352 - $378
|
1.52K
$83.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.29% |
$274 - $294
|
2.42K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6+ 0.07% |
$235 - $252
|
8.94K
$494K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.08% |
$157 - $168
|
5.18K
$287K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.02% |
$78.3 - $84.1
|
10.5K
$582K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
2New |
$78.3 - $84.1
|
2
$111
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.01% |
$78.3 - $84.1
|
31.5K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.89% |
$39.1 - $42
|
54
$2.98K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$39.1 - $42
|
1.32K
$72.9K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.56% |
$39.1 - $42
|
178
$9.84K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.48% |
$39.1 - $42
|
209
$11.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.15% |
$39.1 - $42
|
88
$4.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3- 0.06% |
$117 - $126
|
4.84K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4Closed |
$157 - $168
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-6- 0.02% |
$235 - $252
|
35.2K
$1.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10- 22.73% |
$391 - $420
|
34
$1.88K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14- 0.23% |
$548 - $589
|
6.02K
$333K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 0.07% |
$548 - $589
|
20.9K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-26- 12.87% |
$1.02K - $1.09K
|
176
$9.73K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-35Closed |
$1.37K - $1.47K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-43- 0.55% |
$1.68K - $1.81K
|
7.75K
$429K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-95- 0.35% |
$3.72K - $3.99K
|
26.8K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-101- 1.14% |
$3.95K - $4.25K
|
8.75K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-105- 0.98% |
$4.11K - $4.41K
|
10.6K
$587K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-111- 0.47% |
$4.34K - $4.67K
|
23.6K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-129- 2.32% |
$5.05K - $5.42K
|
5.44K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-168- 0.26% |
$6.58K - $7.06K
|
65.6K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-185- 1.04% |
$7.24K - $7.78K
|
17.6K
$972K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-186Closed |
$7.28K - $7.82K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-213- 0.59% |
$8.34K - $8.95K
|
35.9K
$1.98M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-215- 0.16% |
$8.42K - $9.04K
|
131K
$7.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-216- 39.85% |
$8.45K - $9.08K
|
326
$18K
|