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 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-754- 97.54% |
$36.6K - $39.9K
|
19
$1.01K
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-706- 12.94% |
$34.2K - $37.3K
|
4.75K
$253K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-690- 0.18% |
$33.5K - $36.5K
|
379K
$20.2M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-654- 8.84% |
$31.7K - $34.6K
|
6.75K
$359K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-564- 1.45% |
$27.4K - $29.8K
|
38.3K
$2.04M
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-523- 6.08% |
$25.4K - $27.6K
|
8.08K
$430K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-502- 3.86% |
$24.4K - $26.5K
|
12.5K
$666K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-491- 5.34% |
$23.8K - $26K
|
8.71K
$464K
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-467- 0.89% |
$22.7K - $24.7K
|
51.9K
$2.76M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-458- 60.34% |
$22.2K - $24.2K
|
301
$16K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-429- 0.35% |
$20.8K - $22.7K
|
122K
$6.51M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-408- 5.8% |
$19.8K - $21.6K
|
6.62K
$353K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-343- 3.91% |
$16.6K - $18.1K
|
8.43K
$449K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-331- 4.57% |
$16.1K - $17.5K
|
6.92K
$368K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-263- 3.45% |
$12.8K - $13.9K
|
7.36K
$392K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-253- 49.32% |
$12.3K - $13.4K
|
260
$13.8K
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-231- 3.6% |
$11.2K - $12.2K
|
6.18K
$329K
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-179- 2.05% |
$8.68K - $9.46K
|
8.57K
$457K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-175- 1.07% |
$8.49K - $9.25K
|
16.1K
$860K
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-158- 1.43% |
$7.66K - $8.35K
|
10.9K
$579K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-130- 20.9% |
$6.31K - $6.87K
|
492
$26.2K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-120- 0.38% |
$5.82K - $6.34K
|
31.8K
$1.7M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-96- 1.99% |
$4.66K - $5.07K
|
4.73K
$252K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-96- 1.81% |
$4.66K - $5.07K
|
5.2K
$277K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 0.49% |
$1.55K - $1.69K
|
6.56K
$349K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.24% |
$1.46K - $1.59K
|
12.2K
$651K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-24- 0.28% |
$1.16K - $1.27K
|
8.58K
$457K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-23- 0.07% |
$1.12K - $1.22K
|
31.2K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.13% |
$825 - $899
|
12.7K
$678K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-17- 0.02% |
$825 - $899
|
82.8K
$4.41M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.04% |
$194 - $211
|
11.3K
$602K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3- 0.02% |
$146 - $159
|
13.6K
$726K
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1- 0.01% |
$48.5 - $52.9
|
10.2K
$544K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.12M- 36.19% |
$101M - $106M
|
3.74M
$199M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 11.03% |
$52.2M - $55.2M
|
8.89M
$473M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-442K- 78.62% |
$20.9M - $22.1M
|
120K
$6.4M
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-418K- 98.22% |
$19.8M - $20.9M
|
7.56K
$403K
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-340K- 81.82% |
$16.1M - $17M
|
75.6K
$4.03M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-278K- 52.0% |
$13.2M - $13.9M
|
257K
$13.7M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-236K- 30.04% |
$11.2M - $11.8M
|
549K
$29.2M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-233K- 9.35% |
$11M - $11.7M
|
2.26M
$120M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-205K- 3.29% |
$9.73M - $10.3M
|
6.03M
$321M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-202K- 10.37% |
$9.56M - $10.1M
|
1.74M
$92.9M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-184K- 9.41% |
$8.71M - $9.21M
|
1.77M
$94.2M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-175K- 47.41% |
$8.31M - $8.78M
|
195K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-175K- 19.38% |
$8.29M - $8.77M
|
728K
$38.8M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157K- 67.81% |
$7.43M - $7.86M
|
74.5K
$3.96M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136K- 60.15% |
$6.44M - $6.8M
|
90K
$4.79M
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-136K- 37.75% |
$6.42M - $6.79M
|
224K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-135K- 4.3% |
$6.4M - $6.77M
|
3.01M
$160M
|