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 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-63.8K- 70.06% |
$2.62M - $2.85M
|
27.3K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.3K- 1.31% |
$425K - $461K
|
779K
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.82K- 9.67% |
$281K - $305K
|
63.7K
$3.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.36K- 44.11% |
$179K - $195K
|
5.53K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.03K- 13.2% |
$125K - $136K
|
19.9K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-571- 2.52% |
$23.5K - $25.5K
|
22.1K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-506- 28.56% |
$20.8K - $22.6K
|
1.27K
$69.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-487- 68.4% |
$20K - $21.8K
|
225
$12.3K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-157K- 4.97% |
$6.32M - $6.81M
|
3.01M
$165M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
PUT |
-68.6K- 76.65% |
$2.76M - $2.97M
|
20.9K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-45.4K- 28.48% |
$1.82M - $1.97M
|
114K
$6.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-34.8K- 84.51% |
$1.4M - $1.51M
|
6.38K
$350K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.9K- 12.73% |
$558K - $601K
|
95.3K
$5.23M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-13.8K- 27.6% |
$556K - $599K
|
36.3K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9.55K- 34.21% |
$384K - $413K
|
18.4K
$1.01M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.27K- 58.73% |
$332K - $358K
|
5.81K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.79K- 30.63% |
$232K - $250K
|
13.1K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.61K- 1.09% |
$105K - $113K
|
238K
$13M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.52K- 7.29% |
$101K - $109K
|
32K
$1.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.74K- 49.45% |
$70K - $75.4K
|
1.78K
$97.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-539- 4.87% |
$21.7K - $23.3K
|
10.5K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-92- 0.51% |
$3.7K - $3.98K
|
17.9K
$983K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-825K- 98.55% |
$31.9M - $35.3M
|
12.2K
$667K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-55K- 88.97% |
$2.13M - $2.35M
|
6.82K
$374K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.12K- 6.07% |
$353K - $390K
|
141K
$7.74M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.74K- 33.2% |
$145K - $160K
|
7.53K
$413K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 5.66% |
$41.5K - $45.9K
|
17.9K
$982K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-640- 41.34% |
$24.8K - $27.4K
|
908
$49.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-429- 7.88% |
$16.6K - $18.3K
|
5.02K
$275K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-273- 0.34% |
$10.6K - $11.7K
|
79.4K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-121- 50.21% |
$4.68K - $5.18K
|
120
$6.58K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-308K- 91.14% |
$10.7M - $12.5M
|
29.9K
$1.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.7K- 7.94% |
$999K - $1.17M
|
333K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.3K- 19.77% |
$80.2K - $93.8K
|
9.35K
$513K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 62.5% |
$69.6K - $81.4K
|
1.2K
$65.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-428- 81.99% |
$14.9K - $17.4K
|
94
$5.15K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-282- 3.04% |
$9.81K - $11.5K
|
9K
$494K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-400K- 66.19% |
$13.8M - $16.2M
|
205K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-133K- 63.08% |
$4.6M - $5.39M
|
78.1K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-71.6K- 99.95% |
$2.47M - $2.9M
|
38
$2.08K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-60.2K- 32.99% |
$2.08M - $2.43M
|
122K
$6.71M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-10.2K- 6.05% |
$351K - $412K
|
158K
$8.68M
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.78KClosed |
$234K - $274K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.22K- 0.47% |
$76.5K - $89.7K
|
465K
$25.5M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-503Closed |
$17.3K - $20.3K
|
0
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-236- 98.33% |
$8.14K - $9.54K
|
4
$219
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-66- 1.05% |
$2.28K - $2.67K
|
6.2K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-31- 0.11% |
$1.07K - $1.25K
|
27.9K
$1.53M
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.79M- 97.17% |
$64.4M - $76.2M
|
52.2K
$2.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-929KClosed |
$33.4M - $39.5M
|
0
$0
|
|