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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281K- 26.13% |
$12.7M - $14.7M
|
794K
$41.9M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-197K- 41.17% |
$8.89M - $10.3M
|
282K
$14.9M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87.6K- 27.01% |
$3.95M - $4.58M
|
237K
$12.5M
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-79.3K- 42.21% |
$3.58M - $4.15M
|
109K
$5.73M
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-63.5K- 15.19% |
$2.86M - $3.32M
|
355K
$18.7M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.3K- 3.31% |
$2.27M - $2.63M
|
1.47M
$77.6M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-38.6K- 7.11% |
$1.74M - $2.02M
|
504K
$26.6M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36K- 6.59% |
$1.62M - $1.88M
|
511K
$27M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.7K- 58.58% |
$1.3M - $1.5M
|
20.3K
$1.07M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.7K- 26.93% |
$1.2M - $1.4M
|
72.4K
$3.82M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-24.3K- 8.74% |
$1.1M - $1.27M
|
254K
$13.4M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-19.8K- 5.01% |
$893K - $1.04M
|
375K
$19.8M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-17.8K- 9.28% |
$805K - $934K
|
174K
$9.21M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-16.8K- 13.22% |
$756K - $877K
|
110K
$5.81M
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-13K- 7.38% |
$586K - $680K
|
163K
$8.62M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.4K- 5.93% |
$470K - $545K
|
165K
$8.72M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.88K- 36.26% |
$446K - $517K
|
17.4K
$917K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.59K- 1.76% |
$433K - $502K
|
536K
$28.3M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 11.15% |
$370K - $429K
|
65.3K
$3.45M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.57K- 2.13% |
$341K - $396K
|
347K
$18.3M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7.02K- 4.94% |
$317K - $367K
|
135K
$7.13M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-6.47K- 10.28% |
$292K - $339K
|
56.4K
$2.98M
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5.53K- 3.38% |
$249K - $289K
|
158K
$8.34M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.2K- 10.5% |
$234K - $272K
|
44.3K
$2.34M
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.19K- 1.56% |
$234K - $272K
|
327K
$17.3M
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4.71K- 17.56% |
$212K - $247K
|
22.1K
$1.17M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 8.83% |
$205K - $237K
|
46.9K
$2.47M
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.24K- 1.38% |
$191K - $222K
|
302K
$16M
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.77K- 92.48% |
$170K - $197K
|
306
$16.2K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.63K- 20.92% |
$164K - $190K
|
13.7K
$724K
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.57K- 8.48% |
$161K - $187K
|
38.6K
$2.04M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.47K- 11.82% |
$156K - $181K
|
25.9K
$1.37M
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 12.92% |
$103K - $119K
|
15.4K
$811K
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.04K- 0.5% |
$91.9K - $107K
|
403K
$21.3M
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.03K- 3.32% |
$91.7K - $106K
|
59.2K
$3.12M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.84K- 5.34% |
$83.1K - $96.4K
|
32.7K
$1.72M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-1.79K- 12.29% |
$80.8K - $93.7K
|
12.8K
$675K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.72K- 14.61% |
$77.6K - $90K
|
10.1K
$531K
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.59K- 1.24% |
$71.8K - $83.3K
|
127K
$6.7M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.57K- 12.73% |
$70.7K - $82K
|
10.7K
$567K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.55K- 4.64% |
$70K - $81.2K
|
31.9K
$1.68M
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.46K- 26.13% |
$65.7K - $76.3K
|
4.12K
$218K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.25K- 7.38% |
$56.3K - $65.3K
|
15.6K
$826K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.22K- 86.58% |
$55K - $63.8K
|
189
$9.98K
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.11K- 7.63% |
$50.1K - $58.1K
|
13.4K
$710K
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.1K- 7.0% |
$49.7K - $57.6K
|
14.6K
$772K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.04K- 6.89% |
$47K - $54.5K
|
14.1K
$743K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-981- 11.27% |
$44.3K - $51.3K
|
7.73K
$408K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-918- 0.35% |
$41.4K - $48K
|
263K
$13.9M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 4.5% |
$40.6K - $47.1K
|
19.1K
$1.01M
|