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 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-17.3M- 99.68% |
$781M - $907M
|
55.9K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.36M- 92.41% |
$152M - $176M
|
276K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.25M- 82.5% |
$147M - $170M
|
689K
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-709K- 7.9% |
$32M - $37.1M
|
8.27M
$441M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-602K- 97.6% |
$27.2M - $31.5M
|
14.8K
$788K
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-546K- 53.74% |
$24.6M - $28.6M
|
470K
$25M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-537K- 39.72% |
$24.2M - $28.1M
|
816K
$43.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-524K- 97.73% |
$23.6M - $27.4M
|
12.2K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-486K- 14.26% |
$21.9M - $25.5M
|
2.93M
$156M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-470K- 35.96% |
$21.2M - $24.6M
|
837K
$44.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-397K- 55.28% |
$17.9M - $20.8M
|
321K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-389K- 10.01% |
$17.5M - $20.3M
|
3.5M
$186M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-329K- 22.31% |
$14.8M - $17.2M
|
1.15M
$61.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-321K- 7.12% |
$14.5M - $16.8M
|
4.18M
$223M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-303K- 5.98% |
$13.6M - $15.8M
|
4.76M
$254M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281K- 26.13% |
$12.7M - $14.7M
|
794K
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-262K- 81.55% |
$11.8M - $13.7M
|
59.2K
$3.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-232K- 18.9% |
$10.5M - $12.1M
|
996K
$53.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-223K- 12.41% |
$10.1M - $11.7M
|
1.57M
$83.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-216K- 76.31% |
$9.75M - $11.3M
|
67.1K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-207K- 43.49% |
$9.35M - $10.8M
|
269K
$14.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-205K- 4.66% |
$9.24M - $10.7M
|
4.19M
$223M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-197K- 41.17% |
$8.89M - $10.3M
|
282K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-188K- 23.7% |
$8.49M - $9.85M
|
606K
$32.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-135K- 7.03% |
$6.08M - $7.05M
|
1.78M
$95.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-114K- 21.17% |
$5.12M - $5.94M
|
423K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-109K- 1.62% |
$4.91M - $5.7M
|
6.61M
$352M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-104K- 60.53% |
$4.7M - $5.45M
|
67.9K
$3.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-104K- 16.46% |
$4.68M - $5.43M
|
526K
$28.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-87.6K- 27.01% |
$3.95M - $4.58M
|
237K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-85.4K- 27.65% |
$3.85M - $4.47M
|
224K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-79.3K- 42.21% |
$3.58M - $4.15M
|
109K
$5.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-74K- 4.38% |
$3.34M - $3.87M
|
1.61M
$86M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.9K- 2.92% |
$3.24M - $3.76M
|
2.39M
$128M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-68.2K- 42.06% |
$3.08M - $3.57M
|
93.9K
$5.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-63.5K- 15.19% |
$2.86M - $3.32M
|
355K
$18.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-63.2K- 44.42% |
$2.85M - $3.31M
|
79.1K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-63.1K- 12.23% |
$2.85M - $3.3M
|
453K
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-62.8K- 2.44% |
$2.83M - $3.28M
|
2.51M
$134M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-53.9K- 32.13% |
$2.43M - $2.82M
|
114K
$6.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-51.1K- 98.3% |
$2.31M - $2.68M
|
887
$47.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50.3K- 3.31% |
$2.27M - $2.63M
|
1.47M
$78.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-49.6K- 55.25% |
$2.24M - $2.59M
|
40.1K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-48.3K- 61.61% |
$2.18M - $2.53M
|
30.1K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-43.2K- 3.25% |
$1.95M - $2.26M
|
1.28M
$68.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-40.6K- 3.19% |
$1.83M - $2.12M
|
1.23M
$65.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-38.9K- 13.08% |
$1.75M - $2.03M
|
258K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-38.6K- 7.11% |
$1.74M - $2.02M
|
504K
$26.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-38.5K- 4.65% |
$1.74M - $2.01M
|
788K
$42M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.8K- 81.11% |
$1.66M - $1.93M
|
8.58K
$457K
|