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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 38.73% |
$119K - $129K
|
3.87K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-2.35K- 16.35% |
$114K - $124K
|
12K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.99K- 71.84% |
$96.6K - $105K
|
781
$42.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.55K- 21.24% |
$75.1K - $81.9K
|
5.75K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-837- 13.83% |
$40.6K - $44.2K
|
5.22K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-706- 12.94% |
$34.2K - $37.3K
|
4.75K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-514- 1.97% |
$24.9K - $27.2K
|
25.5K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-505- 40.73% |
$24.5K - $26.7K
|
735
$40.3K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-424- 1.64% |
$20.6K - $22.4K
|
25.5K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-311- 21.19% |
$15.1K - $16.4K
|
1.16K
$63.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-263- 3.45% |
$12.8K - $13.9K
|
7.36K
$404K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-253- 49.32% |
$12.3K - $13.4K
|
260
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 30.58% |
$8.63K - $9.41K
|
404
$22.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-175- 1.07% |
$8.49K - $9.25K
|
16.1K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-95- 0.84% |
$4.61K - $5.02K
|
11.2K
$614K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-39- 8.5% |
$1.89K - $2.06K
|
420
$23K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-17- 0.02% |
$825 - $899
|
82.8K
$4.54M
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-418K- 98.22% |
$19.8M - $20.9M
|
7.56K
$415K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-88.6K- 96.2% |
$4.2M - $4.44M
|
3.5K
$192K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 61.79% |
$877K - $928K
|
11.5K
$628K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.68K- 34.1% |
$127K - $134K
|
5.18K
$284K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.41K- 27.93% |
$114K - $121K
|
6.23K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.94K- 23.46% |
$91.9K - $97.2K
|
6.33K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-397- 6.67% |
$18.8K - $19.9K
|
5.56K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-300- 4.05% |
$14.2K - $15K
|
7.1K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209- 2.85% |
$9.9K - $10.5K
|
7.14K
$391K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-78- 1.64% |
$3.69K - $3.91K
|
4.68K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-26- 0.13% |
$1.23K - $1.3K
|
20.5K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 32.5% |
$616 - $651
|
27
$1.48K
|
|
| Q1 2024 | |||||||
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.24M- 99.58% |
$56.7M - $62M
|
5.21K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.01K- 0.51% |
$413K - $451K
|
1.74M
$95.5M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.2K- 27.44% |
$147K - $160K
|
8.46K
$464K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.06K- 20.62% |
$141K - $153K
|
11.8K
$647K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.73K- 34.58% |
$125K - $137K
|
5.17K
$283K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.64K- 23.68% |
$121K - $132K
|
8.5K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.59K- 70.63% |
$119K - $130K
|
1.08K
$59K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-694- 0.76% |
$31.8K - $34.8K
|
90.2K
$4.94M
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-492Closed |
$22.6K - $24.6K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-391- 0.73% |
$17.9K - $19.6K
|
53.4K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-305- 6.62% |
$14K - $15.3K
|
4.3K
$236K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 3.33% |
$4.59K - $5.01K
|
2.9K
$159K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36.3K- 57.52% |
$1.44M - $1.7M
|
26.8K
$1.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.59K- 56.04% |
$222K - $261K
|
4.39K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3.67K- 7.45% |
$145K - $171K
|
45.6K
$2.5M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.48K- 1.85% |
$58.6K - $69.1K
|
78.6K
$4.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-582- 2.25% |
$23.1K - $27.2K
|
25.2K
$1.38M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-506- 9.06% |
$20.1K - $23.6K
|
5.08K
$278K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$17.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.11MClosed |
$45.8M - $49.7M
|
0
$0
|
|