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 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 10.97% |
$425K - $457K
|
110K
$5.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8KNew |
$424K - $456K
|
10.8K
$570K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
10.7KNew |
$419K - $450K
|
10.7K
$563K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10.7KNew |
$418K - $449K
|
10.7K
$561K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
10.6KNew |
$417K - $447K
|
10.6K
$559K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.4KNew |
$407K - $437K
|
10.4K
$546K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.3K+ 5.01% |
$405K - $435K
|
217K
$11.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
9.68K+ 7.74% |
$379K - $407K
|
135K
$7.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.67K+ 17.36% |
$378K - $407K
|
65.4K
$3.44M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.52KNew |
$373K - $400K
|
9.52K
$500K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.44KNew |
$369K - $397K
|
9.44K
$496K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.44KNew |
$369K - $397K
|
9.44K
$496K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.2K+ 4.59% |
$360K - $387K
|
210K
$11M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.97K+ 45.45% |
$351K - $377K
|
28.7K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.89KNew |
$348K - $374K
|
8.89K
$467K
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
8.88K+ 6.07% |
$347K - $373K
|
155K
$8.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.81KNew |
$345K - $370K
|
8.81K
$463K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.78K+ 17.43% |
$344K - $369K
|
59.2K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.62KNew |
$337K - $362K
|
8.62K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
8.41KNew |
$329K - $353K
|
8.41K
$442K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.3KNew |
$325K - $349K
|
8.3K
$436K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.03K+ 16.7% |
$314K - $338K
|
56.1K
$2.95M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
8.01K+ 5.3% |
$313K - $337K
|
159K
$8.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.86KNew |
$308K - $330K
|
7.86K
$413K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.84KNew |
$307K - $329K
|
7.84K
$412K
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
7.82KNew |
$306K - $329K
|
7.82K
$411K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 1.64% |
$306K - $328K
|
485K
$25.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
7.76K+ 1.13% |
$304K - $326K
|
695K
$36.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.32K+ 13.82% |
$287K - $308K
|
60.3K
$3.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.16KNew |
$280K - $301K
|
7.16K
$376K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.05K+ 1.59% |
$276K - $296K
|
450K
$23.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
6.95KNew |
$272K - $292K
|
6.95K
$365K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
6.88K+ 9.6% |
$269K - $289K
|
78.5K
$4.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
6.85KNew |
$268K - $288K
|
6.85K
$360K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6.47KNew |
$253K - $272K
|
6.47K
$340K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.41K+ 18.85% |
$251K - $270K
|
40.4K
$2.13M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.38KNew |
$250K - $268K
|
6.38K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.25K+ 1.06% |
$245K - $263K
|
595K
$31.3M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
6.15KNew |
$241K - $258K
|
6.15K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.9KNew |
$231K - $248K
|
5.9K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.9KNew |
$231K - $248K
|
5.9K
$310K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
5.87K+ 47.04% |
$230K - $247K
|
18.4K
$965K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.86K+ 7.37% |
$229K - $246K
|
85.4K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.83KNew |
$228K - $245K
|
5.83K
$306K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 34.23% |
$227K - $244K
|
22.8K
$1.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.77K+ 6.0% |
$226K - $242K
|
102K
$5.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.57K+ 4.17% |
$218K - $234K
|
139K
$7.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.41K+ 35.72% |
$212K - $227K
|
20.6K
$1.08M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.31KNew |
$208K - $223K
|
5.31K
$279K
|
|
|
Feb 09, 2022
Q4 2021
|
Capitol Family Office, Inc.
|
BUY
|
- |
5.22KNew |
$204K - $219K
|
5.22K
$274K
|