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 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-252Closed |
$9.96K - $10.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-240Closed |
$9.49K - $10.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-236Closed |
$9.33K - $10.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-219Closed |
$8.66K - $9.34K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-136Closed |
$5.38K - $5.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-106Closed |
$4.19K - $4.52K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-95Closed |
$3.76K - $4.05K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12Closed |
$474 - $512
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-2Closed |
$79.1 - $85.3
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
SELL
|
- |
-221KClosed |
$8.67M - $9.31M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-125KClosed |
$4.89M - $5.26M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-36.5KClosed |
$1.43M - $1.53M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-9.58KClosed |
$375K - $403K
|
0
$0
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-6.03KClosed |
$236K - $254K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.26KClosed |
$88.6K - $95.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-227Closed |
$8.88K - $9.54K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-186Closed |
$7.28K - $7.82K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-35Closed |
$1.37K - $1.47K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-268KClosed |
$10.3M - $10.9M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-13.9KClosed |
$536K - $567K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.88KClosed |
$265K - $280K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.31KClosed |
$243K - $257K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.82KClosed |
$224K - $237K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-5.15KClosed |
$198K - $210K
|
0
$0
|
|
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-2.03K- 3.46% |
$78K - $82.5K
|
56.5K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-267Closed |
$10.3K - $10.9K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-25Closed |
$963 - $1.02K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-106KClosed |
$4.06M - $4.32M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-17.9KClosed |
$683K - $727K
|
0
$0
|
|
|
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
$14.7K
|
|