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 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.5KClosed |
$248K - $264K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.7KClosed |
$141K - $150K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-538Closed |
$20.5K - $21.8K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Adirondack Trust CO
|
SELL
|
- |
-510Closed |
$19.5K - $20.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-478Closed |
$18.2K - $19.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-73Closed |
$2.78K - $2.96K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.17KClosed |
$107K - $121K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.63KClosed |
$55.1K - $62.3K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-500Closed |
$16.9K - $19.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-145Closed |
$4.91K - $5.55K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-114Closed |
$3.86K - $4.37K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-77Closed |
$2.61K - $2.95K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-64Closed |
$2.17K - $2.45K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$508 - $574
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.69KClosed |
$49.9K - $58.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Citizens & Northern Corp
|
SELL
|
- |
-164KClosed |
$4.7M - $5.2M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-164KClosed |
$4.69M - $5.19M
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.65KClosed |
$276K - $306K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-8.99KClosed |
$257K - $285K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-7.2KClosed |
$206K - $228K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-695- 71.65% |
$19.9K - $22K
|
275
$14.8K
|
|
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-568Closed |
$16.3K - $18K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-81Closed |
$2.32K - $2.57K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-67Closed |
$1.92K - $2.12K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-142KClosed |
$3.52M - $4.58M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-95.6KClosed |
$2.36M - $3.07M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-45.5KClosed |
$1.13M - $1.46M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6KClosed |
$534K - $696K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Todd Asset Management LLC
|
SELL
|
- |
-18.8KClosed |
$464K - $604K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18.8KClosed |
$464K - $604K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-16.3KClosed |
$404K - $525K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-9.94KClosed |
$246K - $320K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-9.21KClosed |
$227K - $296K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8.57KClosed |
$212K - $275K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-7.79KClosed |
$192K - $250K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-7.79KClosed |
$192K - $250K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Strategic Advisors LLC
|
SELL
|
- |
-7.45KClosed |
$184K - $240K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.79KClosed |
$44.3K - $57.6K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-1.63KClosed |
$40.1K - $52.2K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-628Closed |
$15.5K - $20.2K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-400Closed |
$9.88K - $12.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-140Closed |
$3.46K - $4.5K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-122Closed |
$3.01K - $3.92K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-103KClosed |
$2.27M - $3.63M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-61.2KClosed |
$1.35M - $2.16M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-59.1KClosed |
$1.31M - $2.09M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-21.9KClosed |
$483K - $773K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-15.2KClosed |
$336K - $538K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-13.7KClosed |
$303K - $485K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.63KClosed |
$213K - $341K
|
0
$0
|
|