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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.29M- 61.32% |
$111M - $121M
|
1.45M
$77.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.35M- 41.09% |
$65.3M - $71.1M
|
1.93M
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-849K- 97.95% |
$41.2M - $44.9M
|
17.8K
$953K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-731K- 48.09% |
$35.4M - $38.6M
|
789K
$42.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-546K- 93.45% |
$26.5M - $28.8M
|
38.3K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-222K- 14.96% |
$10.7M - $11.7M
|
1.26M
$67.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-216K- 17.2% |
$10.5M - $11.4M
|
1.04M
$55.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-185K- 89.48% |
$8.97M - $9.77M
|
21.7K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-173K- 4.48% |
$8.39M - $9.14M
|
3.69M
$198M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-162K- 73.82% |
$7.87M - $8.57M
|
57.5K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-162K- 94.81% |
$7.84M - $8.54M
|
8.84K
$474K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-158K- 6.97% |
$7.64M - $8.33M
|
2.1M
$113M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-142K- 21.37% |
$6.91M - $7.53M
|
524K
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-127K- 45.89% |
$6.18M - $6.74M
|
150K
$8.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-125K- 40.78% |
$6.04M - $6.58M
|
181K
$9.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-120K- 3.99% |
$5.82M - $6.34M
|
2.89M
$155M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-118K- 20.25% |
$5.73M - $6.25M
|
466K
$25M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-116K- 24.57% |
$5.64M - $6.14M
|
357K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 5.75% |
$4.93M - $5.37M
|
1.67M
$89.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-98.4K- 59.92% |
$4.77M - $5.2M
|
65.8K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-96.7K- 44.15% |
$4.69M - $5.11M
|
122K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-96K- 5.5% |
$4.66M - $5.07M
|
1.65M
$88.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-66.4K- 2.17% |
$3.22M - $3.51M
|
3M
$161M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-59.1K- 16.22% |
$2.87M - $3.12M
|
305K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-58.7K- 7.64% |
$2.85M - $3.1M
|
710K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-56.8K- 59.09% |
$2.76M - $3M
|
39.3K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53.2K- 9.7% |
$2.58M - $2.81M
|
495K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-49K- 55.18% |
$2.38M - $2.59M
|
39.8K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.5K- 18.18% |
$2.06M - $2.24M
|
191K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-41.7K- 5.47% |
$2.02M - $2.2M
|
719K
$38.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-41K- 4.46% |
$1.99M - $2.17M
|
877K
$47.1M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-39.5K- 8.58% |
$1.92M - $2.09M
|
421K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-37.4K- 19.03% |
$1.81M - $1.98M
|
159K
$8.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.6K- 9.19% |
$1.73M - $1.88M
|
352K
$18.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-35.5K- 35.92% |
$1.72M - $1.88M
|
63.3K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-34.2K- 2.22% |
$1.66M - $1.81M
|
1.5M
$80.6M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.1K- 39.92% |
$1.46M - $1.59M
|
45.3K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-29K- 25.61% |
$1.41M - $1.53M
|
84.3K
$4.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.7K- 5.9% |
$1.39M - $1.52M
|
458K
$24.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.7K- 3.79% |
$1.34M - $1.46M
|
701K
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.9K- 3.42% |
$1.3M - $1.42M
|
759K
$40.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.9K- 67.42% |
$1.21M - $1.32M
|
12K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-24.2K- 1.24% |
$1.17M - $1.28M
|
1.93M
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.8K- 6.32% |
$1.1M - $1.2M
|
337K
$18.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 2.36% |
$1.07M - $1.17M
|
915K
$49.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21.5K- 83.93% |
$1.05M - $1.14M
|
4.13K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.2K- 4.27% |
$1.03M - $1.12M
|
476K
$25.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-21.2K- 3.18% |
$1.03M - $1.12M
|
646K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.1K- 7.83% |
$1.02M - $1.12M
|
249K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21.1K- 99.6% |
$1.02M - $1.12M
|
85
$4.56K
|