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 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-546K- 93.45% |
$26.5M - $28.8M
|
38.3K
$2.04M
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-125K- 40.78% |
$6.04M - $6.58M
|
181K
$9.63M
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-116K- 24.57% |
$5.64M - $6.14M
|
357K
$19M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-98.4K- 59.92% |
$4.77M - $5.2M
|
65.8K
$3.5M
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-96.7K- 44.15% |
$4.69M - $5.11M
|
122K
$6.51M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.6K- 9.19% |
$1.73M - $1.88M
|
352K
$18.8M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.7K- 5.9% |
$1.39M - $1.52M
|
458K
$24.4M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-24.2K- 1.24% |
$1.17M - $1.28M
|
1.93M
$103M
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 2.36% |
$1.07M - $1.17M
|
915K
$48.7M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21.5K- 83.93% |
$1.05M - $1.14M
|
4.13K
$220K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18K- 4.82% |
$875K - $954K
|
356K
$19M
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-17.4K- 8.78% |
$843K - $918K
|
181K
$9.61M
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-14.9K- 1.69% |
$725K - $790K
|
870K
$46.3M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-14.7K- 23.34% |
$712K - $776K
|
48.2K
$2.57M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.4K- 2.3% |
$555K - $604K
|
485K
$25.8M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.1K- 32.57% |
$490K - $534K
|
20.9K
$1.11M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.62K- 1.66% |
$467K - $508K
|
569K
$30.3M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.68K- 9.26% |
$372K - $406K
|
75.2K
$4.01M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.07K- 1.84% |
$343K - $374K
|
377K
$20.1M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.99K- 91.61% |
$290K - $316K
|
548
$29.2K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.49K- 48.56% |
$266K - $290K
|
5.81K
$310K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-5.4K- 32.19% |
$262K - $285K
|
11.4K
$606K
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.29K- 0.99% |
$256K - $279K
|
526K
$28M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.79K- 13.34% |
$232K - $253K
|
31.1K
$1.66M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 6.43% |
$157K - $171K
|
47.2K
$2.51M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.9K- 11.77% |
$141K - $153K
|
21.7K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.81K- 6.03% |
$136K - $149K
|
43.8K
$2.33M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.57K- 21.65% |
$125K - $136K
|
9.3K
$495K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.51K- 16.08% |
$122K - $133K
|
13.1K
$698K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.49K- 10.99% |
$121K - $131K
|
20.1K
$1.07M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 38.73% |
$119K - $129K
|
3.87K
$206K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 4.67% |
$114K - $125K
|
48.2K
$2.56M
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-2.35K- 16.35% |
$114K - $124K
|
12K
$640K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 9.6% |
$112K - $122K
|
21.8K
$1.16M
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.72K- 2.14% |
$83.5K - $91K
|
78.8K
$4.2M
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.58K- 1.8% |
$76.8K - $83.7K
|
86.3K
$4.6M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.56K- 2.48% |
$75.7K - $82.5K
|
61.3K
$3.26M
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.53K- 0.96% |
$74.3K - $80.9K
|
157K
$8.37M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.43K- 8.85% |
$69.5K - $75.7K
|
14.8K
$786K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.4K- 0.89% |
$68.1K - $74.2K
|
157K
$8.34M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.4K- 65.79% |
$67.8K - $73.9K
|
727
$38.7K
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.34K- 1.34% |
$64.9K - $70.7K
|
98.7K
$5.25M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.3K- 2.3% |
$63.2K - $68.8K
|
55.4K
$2.95M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.25K- 19.84% |
$60.4K - $65.9K
|
5.03K
$268K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.1K- 0.31% |
$53.4K - $58.2K
|
353K
$18.8M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-944- 5.07% |
$45.8K - $49.9K
|
17.7K
$942K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-932- 17.04% |
$45.2K - $49.3K
|
4.54K
$242K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-862- 2.37% |
$41.8K - $45.6K
|
35.5K
$1.89M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-856- 1.5% |
$41.5K - $45.2K
|
56.1K
$2.99M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-817- 8.03% |
$39.6K - $43.2K
|
9.36K
$498K
|