Latest Institutional Sells of Spdr Portfolio S&P 500 Value E (SPYV)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-291K- 90.56% |
$15.2M - $16.1M
|
30.3K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-269K- 95.51% |
$14M - $14.9M
|
12.6K
$694K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-267KClosed |
$13.9M - $14.7M
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168K- 21.1% |
$8.73M - $9.27M
|
626K
$34.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-131K- 21.67% |
$6.84M - $7.26M
|
474K
$26M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-129K- 94.56% |
$6.7M - $7.11M
|
7.4K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-114K- 2.72% |
$5.94M - $6.3M
|
4.07M
$223M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-82.8K- 5.18% |
$4.31M - $4.58M
|
1.51M
$83M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-75.4K- 10.99% |
$3.93M - $4.17M
|
610K
$33.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63.6K- 26.85% |
$3.31M - $3.52M
|
173K
$9.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.3K- 24.26% |
$2M - $2.12M
|
120K
$6.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-37.5K- 21.53% |
$1.96M - $2.08M
|
137K
$7.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35.2K- 1.99% |
$1.83M - $1.95M
|
1.74M
$95.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-34.4K- 14.4% |
$1.79M - $1.9M
|
204K
$11.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-31.5K- 3.17% |
$1.64M - $1.74M
|
964K
$52.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-30.4K- 8.11% |
$1.59M - $1.68M
|
345K
$18.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-27.5K- 12.27% |
$1.43M - $1.52M
|
196K
$10.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-23.2K- 20.32% |
$1.21M - $1.28M
|
90.8K
$4.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-21.8K- 4.33% |
$1.14M - $1.21M
|
482K
$26.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.4K- 1.74% |
$1.11M - $1.18M
|
1.21M
$66.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-21K- 2.66% |
$1.09M - $1.16M
|
768K
$42.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20.9K- 6.62% |
$1.09M - $1.15M
|
294K
$16.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-20.2K- 7.53% |
$1.05M - $1.12M
|
248K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-19.7K- 11.15% |
$1.03M - $1.09M
|
157K
$8.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 25.3% |
$1.02M - $1.08M
|
57.7K
$3.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18.4K- 1.17% |
$960K - $1.02M
|
1.55M
$85.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.3K- 2.98% |
$901K - $956K
|
563K
$30.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15.8K- 17.7% |
$825K - $876K
|
73.6K
$4.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.9K- 1.86% |
$776K - $823K
|
785K
$43M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14.8K- 2.88% |
$771K - $818K
|
499K
$27.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.5K- 3.51% |
$756K - $803K
|
398K
$21.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 8.14% |
$701K - $744K
|
152K
$8.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.1K- 3.0% |
$629K - $668K
|
391K
$21.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-11.4K- 10.84% |
$594K - $631K
|
93.8K
$5.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.87K- 2.85% |
$514K - $546K
|
336K
$18.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.77K- 7.05% |
$509K - $541K
|
129K
$7.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.05K- 4.2% |
$472K - $501K
|
207K
$11.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.13K- 16.92% |
$424K - $450K
|
39.9K
$2.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-7.97K- 7.34% |
$415K - $441K
|
101K
$5.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 2.04% |
$369K - $392K
|
340K
$18.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-6.35K- 2.84% |
$331K - $351K
|
217K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6.3K- 42.43% |
$328K - $348K
|
8.54K
$468K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.05K- 0.91% |
$315K - $335K
|
655K
$35.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.86K- 61.67% |
$305K - $324K
|
3.64K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.84K- 4.89% |
$305K - $323K
|
114K
$6.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.72K- 5.2% |
$298K - $317K
|
104K
$5.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-5.4K- 9.67% |
$282K - $299K
|
50.5K
$2.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5.01K- 15.71% |
$261K - $277K
|
26.9K
$1.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.74K- 5.6% |
$247K - $262K
|
79.9K
$4.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-4.67K- 15.26% |
$243K - $258K
|
25.9K
$1.42M
|