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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.45KClosed |
$209K - $334K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8.48KClosed |
$188K - $300K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7.28KClosed |
$161K - $257K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.18KClosed |
$159K - $254K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.38KClosed |
$74.7K - $120K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-875Closed |
$19.3K - $30.9K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-846Closed |
$18.7K - $29.9K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-642Closed |
$14.2K - $22.7K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-117Closed |
$2.59K - $4.14K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Eukles Asset Management
|
SELL
|
- |
-48Closed |
$1.06K - $1.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-88KClosed |
$2.72M - $3.08M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
SELL
|
- |
-955- 2.01% |
$29.6K - $33.5K
|
46.5K
$2.54M
|
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-137Closed |
$4.24K - $4.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 21, 2019
Q3 2019
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-325Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-216Closed |
$6.87K - $7.01K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 12, 2019
Q2 2019
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-512KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.03KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-975Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-211Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Context Capital Management, LLC
|
SELL
|
- |
-45KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-32.3KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-150KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-484Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
F3 Logic, LLC
|
SELL
|
- |
-23.6KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 06, 2018
Q1 2018
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|