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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.43M- 67.01% |
$430M - $466M
|
4.15M
$219M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.59M- 80.65% |
$132M - $143M
|
621K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.71M- 22.34% |
$87.4M - $94.5M
|
5.95M
$314M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.15M- 79.51% |
$58.9M - $63.7M
|
297K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-902K- 97.32% |
$46.1M - $49.9M
|
24.9K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-737K- 18.46% |
$37.7M - $40.7M
|
3.26M
$172M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-598K- 97.2% |
$30.5M - $33M
|
17.2K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-476K- 89.71% |
$24.3M - $26.3M
|
54.7K
$2.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-475K- 97.33% |
$24.2M - $26.2M
|
13K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-474K- 87.98% |
$24.2M - $26.2M
|
64.7K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-404K- 10.65% |
$20.6M - $22.3M
|
3.39M
$179M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-401K- 4.18% |
$20.5M - $22.2M
|
9.19M
$484M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-371K- 86.67% |
$19M - $20.5M
|
57.1K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-344K- 72.35% |
$17.6M - $19M
|
132K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-273K- 23.74% |
$13.9M - $15.1M
|
877K
$46.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-210K- 39.08% |
$10.7M - $11.6M
|
327K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-188K- 61.46% |
$9.58M - $10.4M
|
118K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-173K- 5.99% |
$8.84M - $9.56M
|
2.72M
$143M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-129K- 2.32% |
$6.59M - $7.13M
|
5.44M
$287M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-127K- 6.06% |
$6.51M - $7.04M
|
1.97M
$104M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-109K- 51.26% |
$5.57M - $6.02M
|
104K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-106K- 8.99% |
$5.43M - $5.88M
|
1.08M
$56.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106K- 84.8% |
$5.43M - $5.87M
|
19K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-87.5K- 1.87% |
$4.47M - $4.84M
|
4.59M
$242M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-87K- 11.46% |
$4.44M - $4.81M
|
672K
$35.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.6K- 11.29% |
$4.42M - $4.79M
|
680K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-85.9K- 9.79% |
$4.39M - $4.75M
|
792K
$41.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-82.9K- 5.53% |
$4.23M - $4.58M
|
1.42M
$74.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-79.8K- 94.61% |
$4.08M - $4.41M
|
4.55K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-73.1K- 16.7% |
$3.73M - $4.04M
|
365K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72.9K- 29.09% |
$3.72M - $4.03M
|
178K
$9.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-62.7K- 35.68% |
$3.2M - $3.46M
|
113K
$5.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-59.4K- 3.62% |
$3.03M - $3.28M
|
1.58M
$83.4M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-59.2K- 82.37% |
$3.02M - $3.27M
|
12.7K
$668K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57.7K- 23.11% |
$2.95M - $3.19M
|
192K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-57.2K- 25.77% |
$2.92M - $3.16M
|
165K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-52.6K- 4.07% |
$2.68M - $2.9M
|
1.24M
$65.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.1K- 5.34% |
$2.51M - $2.71M
|
869K
$45.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47.6K- 42.18% |
$2.43M - $2.63M
|
65.3K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.9K- 7.08% |
$2.35M - $2.54M
|
602K
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41K- 6.7% |
$2.09M - $2.27M
|
571K
$30.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-38.7K- 73.29% |
$1.98M - $2.14M
|
14.1K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.9K- 11.57% |
$1.94M - $2.09M
|
290K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37.3K- 23.45% |
$1.91M - $2.06M
|
122K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.3K- 49.72% |
$1.85M - $2M
|
36.7K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-35.2K- 77.51% |
$1.8M - $1.95M
|
10.2K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-34.6K- 54.17% |
$1.77M - $1.91M
|
29.2K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-33.4K- 55.86% |
$1.71M - $1.84M
|
26.4K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.4K- 1.71% |
$1.7M - $1.84M
|
1.92M
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.8K- 9.43% |
$1.63M - $1.76M
|
306K
$16.1M
|