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
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-911
- 4.17%
$35.1K - $37.1K
20.9K $1.09M
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-916
- 30.31%
$35.3K - $37.3K
2.11K $109K
Nov 03, 2021 Q3 2021
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-1.02K
- 1.58%
$39.2K - $41.4K
63.2K $3.28M
Nov 15, 2021 Q3 2021
Advisor Os, LLC

SELL
 -
-1.08K
- 10.31%
$41.6K - $43.9K
9.38K $487K
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

SELL
 -
-1.09K
- 0.83%
$42.1K - $44.5K
131K $6.81M
Nov 01, 2021 Q3 2021
Lee Danner & Bass Inc

SELL
 -
-1.1K
- 3.65%
$42.4K - $44.8K
29K $1.51M
Nov 12, 2021 Q3 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-1.13K
- 7.97%
$43.5K - $46K
13.1K $677K
Nov 04, 2021 Q3 2021
Iag Wealth Partners, LLC

SELL
 -
-1.15K
- 2.01%
$44.1K - $46.7K
56K $2.9M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-1.17K
- 95.02%
$44.9K - $47.5K
61 $3.17K
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-1.23K
- 2.14%
$47.3K - $50K
56.1K $2.91M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.55K
- 1.45%
$59.7K - $63.1K
105K $5.46M
Oct 05, 2021 Q3 2021
Mc Adam, LLC

SELL
 -
-1.55K
- 1.23%
$59.7K - $63.1K
125K $6.48M
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-1.55K
- 18.55%
$59.7K - $63.2K
6.81K $353K
Nov 16, 2021 Q3 2021
E Rn Financial, LLC

SELL
 -
-1.68K
- 0.82%
$64.7K - $68.4K
202K $10.5M
Nov 15, 2021 Q3 2021
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-1.79K
Closed
$68.8K - $72.8K
0 $0
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.85K
- 99.78%
$71.2K - $75.3K
4 $208
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-1.97K
Closed
$75.7K - $80.1K
0 $0
Oct 06, 2021 Q3 2021
Iron Horse Wealth Management, LLC

SELL
 -
-2.28K
- 7.81%
$87.6K - $92.7K
26.9K $1.39M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.46K
- 0.94%
$94.9K - $100K
260K $13.5M
Mar 23, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-2.48K
- 4.92%
$95.5K - $101K
47.9K $2.49M
Nov 12, 2021 Q3 2021
American Money Management, LLC

SELL
 -
-2.62K
- 2.89%
$101K - $107K
88K $4.56M
Oct 19, 2021 Q3 2021
Harbor Group, Inc.

SELL
 -
-2.62K
- 0.8%
$101K - $107K
323K $16.8M
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-2.93K
- 21.02%
$113K - $119K
11K $570K
Oct 19, 2021 Q3 2021
Pacific Financial Group Inc

SELL
 -
-3K
- 1.55%
$116K - $122K
191K $9.93M
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-3.1K
- 91.23%
$119K - $126K
298 $15.5K
Nov 10, 2021 Q3 2021
Jnba Financial Advisors

SELL
 -
-3.64K
- 0.99%
$140K - $148K
363K $18.8M
Oct 26, 2021 Q3 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-3.66K
- 35.96%
$141K - $149K
6.51K $338K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-3.89K
- 34.1%
$150K - $158K
7.51K $390K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-4K
Closed
$154K - $163K
0 $0
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

SELL
 -
-4.2K
- 24.07%
$162K - $171K
13.2K $687K
Dec 06, 2021 Q3 2021
Fullen Financial Group

SELL
 -
-4.29K
- 5.26%
$165K - $175K
77.2K $4.01M
Nov 03, 2021 Q3 2021
Navalign, LLC

SELL
 -
-4.29K
- 1.34%
$165K - $175K
316K $16.4M
Nov 12, 2021 Q3 2021
Journey Advisory Group, LLC

SELL
 -
-4.3K
- 43.59%
$166K - $175K
5.57K $289K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-4.61K
- 32.52%
$178K - $188K
9.56K $496K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4.71K
- 15.18%
$181K - $192K
26.3K $1.37M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-4.83K
- 8.35%
$186K - $197K
53K $2.75M
Nov 10, 2021 Q3 2021
Cx Institutional

SELL
 -
-5.05K
- 2.97%
$194K - $206K
165K $8.56M
Oct 26, 2021 Q3 2021
Ccg Wealth Management, LLC

SELL
 -
-5.08K
Closed
$196K - $207K
0 $0
Oct 26, 2021 Q3 2021
Karp Capital Management Corp

SELL
 -
-5.15K
Closed
$198K - $210K
0 $0
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

SELL
 -
-5.19K
Closed
$200K - $211K
0 $0
Nov 03, 2021 Q3 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-5.62K
Closed
$216K - $229K
0 $0
Oct 20, 2021 Q3 2021
Stone X Group Inc.

SELL
 -
-5.82K
Closed
$224K - $237K
0 $0
Nov 09, 2021 Q3 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-6.31K
Closed
$243K - $257K
0 $0
Oct 26, 2021 Q3 2021
Shulman De Meo Asset Management LLC

SELL
 -
-6.41K
Closed
$247K - $261K
0 $0
Nov 12, 2021 Q3 2021
Glovista Investments LLC

Jersey City, NJ
SELL
 -
-6.88K
Closed
$265K - $280K
0 $0
Oct 19, 2021 Q3 2021
Reston Wealth Management LLC

SELL
 -
-6.98K
- 0.76%
$269K - $284K
907K $47.1M
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

SELL
 -
-7.28K
Closed
$280K - $297K
0 $0
Oct 14, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-7.57K
Closed
$292K - $308K
0 $0
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-7.77K
Closed
$299K - $317K
0 $0

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