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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$16.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-247- 4.59% |
$9.79K - $11.5K
|
5.13K
$273K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.11MClosed |
$45.8M - $49.7M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-63.8K- 70.06% |
$2.62M - $2.85M
|
27.3K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16.2K- 11.97% |
$667K - $724K
|
119K
$6.35M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.3K- 1.31% |
$425K - $461K
|
779K
$41.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.82K- 9.67% |
$281K - $305K
|
63.7K
$3.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.36K- 44.11% |
$179K - $195K
|
5.53K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.03K- 13.2% |
$125K - $136K
|
19.9K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.94K- 34.36% |
$121K - $131K
|
5.61K
$299K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-571- 2.52% |
$23.5K - $25.5K
|
22.1K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-506- 28.56% |
$20.8K - $22.6K
|
1.27K
$67.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-487- 68.4% |
$20K - $21.8K
|
225
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-231- 10.75% |
$9.51K - $10.3K
|
1.92K
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.12% |
$41.2 - $44.7
|
841
$44.8K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-157K- 4.97% |
$6.32M - $6.81M
|
3.01M
$161M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
PUT |
-68.6K- 76.65% |
$2.76M - $2.97M
|
20.9K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-45.4K- 28.48% |
$1.82M - $1.97M
|
114K
$6.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-34.8K- 84.51% |
$1.4M - $1.51M
|
6.38K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.9K- 12.73% |
$558K - $601K
|
95.3K
$5.08M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-13.8K- 27.6% |
$556K - $599K
|
36.3K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9.55K- 34.21% |
$384K - $413K
|
18.4K
$979K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.27K- 58.73% |
$332K - $358K
|
5.81K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.79K- 30.63% |
$232K - $250K
|
13.1K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.61K- 1.09% |
$105K - $113K
|
238K
$12.7M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.52K- 7.29% |
$101K - $109K
|
32K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.74K- 49.45% |
$70K - $75.4K
|
1.78K
$95K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-539- 4.87% |
$21.7K - $23.3K
|
10.5K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-92- 0.51% |
$3.7K - $3.98K
|
17.9K
$955K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-825K- 98.55% |
$31.9M - $35.3M
|
12.2K
$648K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-55K- 88.97% |
$2.13M - $2.35M
|
6.82K
$364K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.12K- 6.07% |
$353K - $390K
|
141K
$7.52M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.13KClosed |
$276K - $305K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.74K- 33.2% |
$145K - $160K
|
7.53K
$401K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 5.66% |
$41.5K - $45.9K
|
17.9K
$954K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-640- 41.34% |
$24.8K - $27.4K
|
908
$48.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-429- 7.88% |
$16.6K - $18.3K
|
5.02K
$268K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-273- 0.34% |
$10.6K - $11.7K
|
79.4K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-121- 50.21% |
$4.68K - $5.18K
|
120
$6.4K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-308K- 91.14% |
$10.7M - $12.5M
|
29.9K
$1.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.7K- 7.94% |
$999K - $1.17M
|
333K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.3K- 19.77% |
$80.2K - $93.8K
|
9.35K
$499K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 62.5% |
$69.6K - $81.4K
|
1.2K
$64K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.95K- 5.29% |
$68K - $79.5K
|
35K
$1.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-428- 81.99% |
$14.9K - $17.4K
|
94
$5.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-282- 3.04% |
$9.81K - $11.5K
|
9K
$480K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-400K- 66.19% |
$13.8M - $16.2M
|
205K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-133K- 63.08% |
$4.6M - $5.39M
|
78.1K
$4.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-71.6K- 99.95% |
$2.47M - $2.9M
|
38
$2.03K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-60.2K- 32.99% |
$2.08M - $2.43M
|
122K
$6.52M
|
|