Purchases and Sales Made in Q3 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 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
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
BUY
 -
65.9K
+ 5.11%
$2.54M - $2.69M
1.36M $70.4M
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
65.8K
New
$2.53M - $2.68M
65.8K $3.41M
Oct 13, 2021 Q3 2021
N.E.W. Advisory Services LLC

BUY
 -
65K
+ 5.19%
$2.5M - $2.65M
1.32M $68.3M
Nov 15, 2021 Q3 2021
State Street Corp

Boston, MA
BUY
 -
60.6K
+ 29.27%
$2.33M - $2.47M
268K $13.9M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
60.4K
+ 1.24%
$2.32M - $2.46M
4.93M $256M
Nov 12, 2021 Q3 2021
Kwb Wealth

Redlands, CA
BUY
 -
59.3K
+ 3.99%
$2.28M - $2.42M
1.55M $80.2M
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
52.6K
+ 173.67%
$2.03M - $2.14M
82.9K $4.3M
Nov 12, 2021 Q3 2021
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
52.6K
New
$2.02M - $2.14M
52.6K $2.73M
Oct 04, 2021 Q3 2021
Confluence Investment Management LLC

BUY
 -
51.7K
+ 8.15%
$1.99M - $2.11M
686K $35.6M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
51.6K
+ 58.82%
$1.99M - $2.1M
139K $7.23M
Nov 10, 2021 Q3 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
51K
+ 430.36%
$1.96M - $2.08M
62.8K $3.26M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
50K
New
$1.93M - $2.04M
50K $2.59M
Nov 08, 2021 Q3 2021
Securian Asset Management, Inc

BUY
 -
48.8K
+ 222.83%
$1.88M - $1.99M
70.7K $3.67M
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
BUY
 -
44.4K
+ 13.82%
$1.71M - $1.81M
365K $19M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
44.3K
+ 11.91%
$1.71M - $1.81M
416K $21.6M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
42.9K
+ 16.1%
$1.65M - $1.75M
309K $16.1M
Oct 13, 2021 Q3 2021
Wj Wealth Management, LLC

BUY
 -
40.6K
+ 115.79%
$1.56M - $1.65M
75.7K $3.93M
Oct 08, 2021 Q3 2021
Tpg Financial Advisors, LLC

BUY
 -
40.1K
+ 18.74%
$1.55M - $1.63M
254K $13.2M
Nov 12, 2021 Q3 2021
Accredited Investors Inc.

BUY
 -
39.4K
+ 2.25%
$1.52M - $1.61M
1.79M $92.9M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
39.3K
New
$1.51M - $1.6M
39.3K $2.04M
Nov 16, 2021 Q3 2021
Motive Wealth Advisors

BUY
 -
38.1K
+ 35.21%
$1.47M - $1.55M
146K $7.59M
Oct 21, 2021 Q3 2021
Foresight Wealth Management, LLC

BUY
 -
37.7K
+ 11.81%
$1.45M - $1.53M
357K $18.5M
Oct 20, 2021 Q3 2021
E&G Advisors, LP

BUY
 -
35.2K
New
$1.36M - $1.44M
35.2K $1.83M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
35.1K
+ 5.37%
$1.35M - $1.43M
689K $35.8M
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

BUY
 -
34.6K
+ 157.54%
$1.33M - $1.41M
56.6K $2.94M
Nov 10, 2021 Q3 2021
Wrapmanager Inc

BUY
 -
34.3K
+ 18.41%
$1.32M - $1.4M
220K $11.4M
Nov 05, 2021 Q3 2021
Pecaut & Co.

BUY
 -
33.8K
+ 188.13%
$1.3M - $1.38M
51.7K $2.68M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
31.5K
New
$1.21M - $1.28M
31.5K $1.63M
Nov 16, 2021 Q3 2021
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
30.5K
+ 3.57%
$1.18M - $1.24M
885K $45.9M
Feb 15, 2022 Q3 2021
Awm Capital, LLC

BUY
 -
29.6K
New
$1.14M - $1.21M
29.6K $1.54M
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

BUY
 -
27.9K
+ 3.92%
$1.07M - $1.13M
738K $38.3M
Nov 05, 2021 Q3 2021
Citizens Financial Group Inc

BUY
 -
27.5K
+ 297.38%
$1.06M - $1.12M
36.7K $1.9M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
26.1K
+ 5.16%
$1M - $1.06M
532K $27.6M
Nov 15, 2021 Q3 2021
Whitcomb & Hess, Inc.

BUY
 -
25.2K
+ 3.15%
$971K - $1.03M
826K $42.8M
Oct 15, 2021 Q3 2021
Juncture Wealth Strategies, LLC

BUY
 -
24.8K
+ 9.8%
$956K - $1.01M
278K $14.4M
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
24.6K
+ 16.26%
$947K - $1M
176K $9.12M
Nov 01, 2021 Q3 2021
Barber Financial Group, Inc.

BUY
 -
24.5K
+ 14.67%
$943K - $998K
191K $9.94M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
24.2K
+ 13.69%
$930K - $984K
201K $10.4M
Nov 05, 2021 Q3 2021
First National Trust CO

BUY
 -
24K
+ 3.91%
$923K - $977K
637K $33M
Nov 15, 2021 Q3 2021
Hrt Financial LP

New York, NY
BUY
 -
23.9K
New
$920K - $973K
23.9K $1.24M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
23.8K
+ 20.79%
$915K - $968K
138K $7.16M
Nov 12, 2021 Q3 2021
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
23K
New
$885K - $936K
23K $1.19M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
22.6K
New
$872K - $922K
22.6K $1.17M
Nov 08, 2021 Q3 2021
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
20.9K
+ 369.01%
$803K - $850K
26.5K $1.38M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
20.6K
New
$792K - $838K
20.6K $1.07M
Oct 14, 2021 Q3 2021
Vicus Capital

State College, PA
BUY
 -
18.9K
+ 6.68%
$728K - $770K
302K $15.7M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
17.8K
New
$686K - $725K
17.8K $924K
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
17.6K
+ 175.58%
$677K - $716K
27.6K $1.43M
Nov 12, 2021 Q3 2021
Greenleaf Trust

Kalamazoo, MI
BUY
 -
17.6K
New
$676K - $715K
17.6K $911K

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