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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-13.3K- 3.63% |
$662K - $707K
|
353K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.8K- 59.3% |
$636K - $680K
|
8.78K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-12.5K- 4.25% |
$620K - $662K
|
281K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-12.4K- 29.78% |
$619K - $662K
|
29.3K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-12.3K- 0.63% |
$614K - $656K
|
1.96M
$104M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.6K- 7.93% |
$526K - $562K
|
123K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 7.91% |
$526K - $562K
|
123K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.5K- 19.55% |
$520K - $556K
|
43K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10.3K- 6.52% |
$515K - $550K
|
148K
$7.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-9.43K- 28.16% |
$470K - $502K
|
24.1K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-9.04K- 40.53% |
$450K - $481K
|
13.3K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.93K- 4.44% |
$444K - $475K
|
192K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.3K- 20.75% |
$413K - $442K
|
31.7K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.25K- 12.67% |
$411K - $439K
|
56.9K
$3M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.06K- 3.6% |
$401K - $429K
|
216K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-7.72KClosed |
$384K - $411K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-7.42K- 17.51% |
$369K - $394K
|
34.9K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7.36KClosed |
$366K - $391K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-7.31K- 5.18% |
$364K - $389K
|
134K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.96K- 11.83% |
$347K - $370K
|
51.9K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.5K- 0.45% |
$324K - $346K
|
1.42M
$75.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.36K- 3.31% |
$317K - $338K
|
186K
$9.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.13K- 3.04% |
$305K - $326K
|
196K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-6.05K- 8.24% |
$301K - $322K
|
67.3K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5.77K- 8.95% |
$287K - $307K
|
58.7K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.7K- 13.89% |
$284K - $303K
|
35.3K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5.38K- 12.96% |
$268K - $286K
|
36.1K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.03K- 19.21% |
$250K - $267K
|
21.2K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.85K- 10.73% |
$241K - $258K
|
40.4K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.85K- 2.39% |
$241K - $258K
|
198K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.62K- 1.27% |
$230K - $245K
|
360K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.56K- 7.34% |
$227K - $242K
|
57.5K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.33K- 25.3% |
$215K - $230K
|
12.8K
$675K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-4.3K- 13.57% |
$214K - $229K
|
27.4K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.27K- 6.8% |
$213K - $227K
|
58.5K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.26K- 38.76% |
$212K - $227K
|
6.74K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-4K- 3.94% |
$199K - $213K
|
97.5K
$5.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.96K- 3.37% |
$197K - $210K
|
113K
$5.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 2.82% |
$195K - $208K
|
135K
$7.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.89K- 14.05% |
$194K - $207K
|
23.8K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.68K- 0.17% |
$183K - $196K
|
2.21M
$117M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-3.5K- 17.84% |
$174K - $186K
|
16.1K
$850K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 3.17% |
$170K - $182K
|
104K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.17K- 4.17% |
$158K - $168K
|
72.7K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.14K- 9.55% |
$156K - $167K
|
29.7K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.01K- 1.11% |
$150K - $160K
|
268K
$14.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.94K- 31.06% |
$146K - $156K
|
6.53K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 34.49% |
$146K - $156K
|
5.56K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.88K- 4.45% |
$143K - $153K
|
61.9K
$3.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.8K- 10.83% |
$139K - $149K
|
23.1K
$1.22M
|