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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-132K- 31.29% |
$6.23M - $6.59M
|
289K
$15.4M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-131K- 9.57% |
$6.2M - $6.55M
|
1.24M
$65.8M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-131K- 51.5% |
$6.19M - $6.54M
|
123K
$6.55M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-119K- 33.82% |
$5.65M - $5.98M
|
234K
$12.4M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-107K- 86.11% |
$5.06M - $5.35M
|
17.2K
$917K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-99K- 82.12% |
$4.69M - $4.96M
|
21.5K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-98.2K- 26.75% |
$4.65M - $4.92M
|
269K
$14.3M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-88.6K- 96.2% |
$4.2M - $4.44M
|
3.5K
$187K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79.7K- 1.07% |
$3.78M - $3.99M
|
7.35M
$391M
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-79.3K- 11.92% |
$3.76M - $3.97M
|
586K
$31.2M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.5K- 13.89% |
$3.43M - $3.63M
|
450K
$23.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70.4K- 88.55% |
$3.33M - $3.52M
|
9.1K
$485K
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-57.2K- 5.86% |
$2.71M - $2.86M
|
918K
$48.9M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.4K- 1.49% |
$2.67M - $2.82M
|
3.74M
$199M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54.4K- 2.15% |
$2.58M - $2.72M
|
2.48M
$132M
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-50.5K- 46.39% |
$2.39M - $2.53M
|
58.3K
$3.11M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45.3K- 65.02% |
$2.15M - $2.27M
|
24.4K
$1.3M
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-41.6K- 29.83% |
$1.97M - $2.08M
|
97.7K
$5.2M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-39.6K- 11.41% |
$1.87M - $1.98M
|
307K
$16.4M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-38.9K- 4.82% |
$1.84M - $1.95M
|
768K
$40.9M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-35.5K- 17.69% |
$1.68M - $1.78M
|
165K
$8.79M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 17.97% |
$1.67M - $1.77M
|
161K
$8.58M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-33.7K- 2.1% |
$1.59M - $1.69M
|
1.57M
$83.7M
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-31.8K- 7.59% |
$1.51M - $1.6M
|
388K
$20.6M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-31.5K- 29.79% |
$1.49M - $1.58M
|
74.1K
$3.95M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-31.3K- 4.49% |
$1.48M - $1.57M
|
667K
$35.5M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-30.9K- 33.41% |
$1.46M - $1.55M
|
61.6K
$3.28M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.5K- 4.67% |
$1.45M - $1.53M
|
623K
$33.2M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30.2K- 6.31% |
$1.43M - $1.51M
|
449K
$23.9M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-30.2K- 3.32% |
$1.43M - $1.51M
|
879K
$46.8M
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-28.6K- 4.84% |
$1.35M - $1.43M
|
562K
$29.9M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-25.7K- 4.21% |
$1.22M - $1.29M
|
584K
$31.1M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22.5K- 7.48% |
$1.06M - $1.13M
|
278K
$14.8M
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-22.2K- 9.16% |
$1.05M - $1.11M
|
220K
$11.7M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20.4K- 2.97% |
$968K - $1.02M
|
667K
$35.5M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19.3K- 4.01% |
$912K - $964K
|
461K
$24.5M
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-18.6K- 1.21% |
$880K - $930K
|
1.52M
$80.9M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 61.79% |
$877K - $928K
|
11.5K
$610K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-18.2K- 4.81% |
$861K - $911K
|
360K
$19.2M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.8K- 2.38% |
$844K - $892K
|
729K
$38.8M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-17.2K- 1.56% |
$817K - $864K
|
1.09M
$57.8M
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-16.9K- 32.33% |
$801K - $847K
|
35.4K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-16.2K- 4.37% |
$766K - $810K
|
354K
$18.8M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 1.63% |
$647K - $685K
|
822K
$43.8M
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 15.57% |
$630K - $667K
|
72.2K
$3.84M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.2K- 36.61% |
$625K - $661K
|
22.8K
$1.22M
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-11.7K- 8.59% |
$553K - $585K
|
124K
$6.62M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 9.91% |
$533K - $564K
|
102K
$5.45M
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9.44K- 3.76% |
$447K - $473K
|
242K
$12.9M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-9.24K- 89.68% |
$438K - $463K
|
1.06K
$56.7K
|