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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-87.5K- 1.87% |
$4.47M - $4.84M
|
4.59M
$241M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-82.9K- 5.53% |
$4.23M - $4.58M
|
1.42M
$74.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-73.1K- 16.7% |
$3.73M - $4.04M
|
365K
$19.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-59.4K- 3.62% |
$3.03M - $3.28M
|
1.58M
$83.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47.6K- 42.18% |
$2.43M - $2.63M
|
65.3K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.9K- 11.57% |
$1.94M - $2.09M
|
290K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.3K- 49.72% |
$1.85M - $2M
|
36.7K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27.5K- 93.24% |
$1.41M - $1.52M
|
1.99K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-27.5K- 1.74% |
$1.4M - $1.52M
|
1.55M
$81.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-27.2K- 1.41% |
$1.39M - $1.5M
|
1.9M
$99.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-19.1K- 30.12% |
$974K - $1.05M
|
44.2K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-15.5K- 12.44% |
$790K - $855K
|
109K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.3K- 4.3% |
$783K - $847K
|
341K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12.7K- 12.48% |
$651K - $704K
|
89.4K
$4.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-12.6K- 26.21% |
$645K - $698K
|
35.6K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 3.14% |
$602K - $651K
|
363K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.4K- 63.15% |
$581K - $629K
|
6.64K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3K- 99.9% |
$577K - $624K
|
11
$578
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.2K- 9.85% |
$570K - $617K
|
102K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 34.0% |
$550K - $595K
|
20.9K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10K- 24.52% |
$512K - $554K
|
30.8K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.64K- 1.99% |
$492K - $533K
|
475K
$25M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.45K- 4.53% |
$483K - $522K
|
199K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9.11K- 1.42% |
$466K - $504K
|
631K
$33.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9.01K- 1.6% |
$460K - $498K
|
553K
$29M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-7.06K- 0.81% |
$360K - $390K
|
863K
$45.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.38K- 1.79% |
$326K - $353K
|
350K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.35K- 1.2% |
$324K - $351K
|
521K
$27.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 49.8% |
$321K - $348K
|
6.34K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.02K- 7.32% |
$257K - $278K
|
63.6K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.99K- 5.78% |
$255K - $276K
|
81.3K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.35K- 49.11% |
$222K - $240K
|
4.51K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.72K- 2.67% |
$190K - $206K
|
136K
$7.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 0.65% |
$189K - $204K
|
566K
$29.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.6K- 16.68% |
$184K - $199K
|
18K
$945K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.52K- 30.91% |
$180K - $194K
|
7.86K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42K- 4.53% |
$175K - $189K
|
72.1K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-3.39K- 1.66% |
$173K - $187K
|
201K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3.32K- 9.95% |
$169K - $183K
|
30K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.84K- 1.65% |
$145K - $157K
|
169K
$8.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.63K- 7.4% |
$135K - $146K
|
32.9K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.42K- 5.38% |
$124K - $134K
|
42.5K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.27K- 26.87% |
$116K - $125K
|
6.16K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.11K- 12.24% |
$108K - $117K
|
15.1K
$795K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.93K- 2.98% |
$98.3K - $106K
|
62.8K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.7K- 3.81% |
$86.8K - $93.8K
|
42.9K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.7K- 22.35% |
$86.7K - $93.8K
|
5.9K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.59K- 26.08% |
$81.2K - $87.8K
|
4.5K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.56K- 0.87% |
$79.8K - $86.3K
|
179K
$9.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.54K- 0.98% |
$78.4K - $84.8K
|
156K
$8.18M
|