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 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.59K- 7.32% |
$407K - $430K
|
109K
$5.79M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.46K- 4.67% |
$401K - $424K
|
173K
$9.19M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-7.6K- 10.19% |
$360K - $381K
|
67K
$3.57M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.47K- 0.67% |
$354K - $374K
|
1.11M
$59.3M
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7.38K- 7.67% |
$350K - $370K
|
88.9K
$4.73M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.71K- 15.54% |
$318K - $336K
|
36.5K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-6.7K- 91.78% |
$317K - $336K
|
600
$32K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.49K- 22.7% |
$307K - $325K
|
22.1K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.46K- 4.46% |
$306K - $324K
|
139K
$7.38M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.31K- 47.03% |
$299K - $316K
|
7.11K
$379K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.64K- 1.44% |
$267K - $282K
|
385K
$20.5M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.57K- 7.28% |
$264K - $279K
|
70.9K
$3.78M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.34K- 0.36% |
$253K - $267K
|
1.48M
$78.9M
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.16K- 3.02% |
$244K - $258K
|
166K
$8.83M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.93K- 16.07% |
$234K - $247K
|
25.8K
$1.37M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-4.65K- 2.27% |
$220K - $233K
|
200K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.48K- 50.32% |
$212K - $225K
|
4.43K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.42K- 1.55% |
$210K - $222K
|
280K
$14.9M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.1K- 9.69% |
$194K - $205K
|
38.2K
$2.03M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 40.31% |
$193K - $205K
|
6.05K
$322K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 3.24% |
$188K - $198K
|
118K
$6.29M
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.96K- 14.37% |
$188K - $198K
|
23.6K
$1.26M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.95K- 1.3% |
$187K - $198K
|
299K
$15.9M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.9K- 4.51% |
$185K - $195K
|
82.5K
$4.39M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.75K- 22.1% |
$178K - $188K
|
13.2K
$704K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.49M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.53K- 52.06% |
$167K - $177K
|
3.25K
$173K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-3.51K- 17.67% |
$166K - $176K
|
16.4K
$872K
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.51K- 1.39% |
$166K - $176K
|
249K
$13.3M
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.12K- 10.72% |
$148K - $156K
|
26K
$1.38M
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.97K- 5.82% |
$141K - $149K
|
48.1K
$2.56M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.95K- 21.71% |
$140K - $148K
|
10.6K
$566K
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.94K- 31.07% |
$139K - $147K
|
6.52K
$347K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.85K- 9.04% |
$135K - $143K
|
28.6K
$1.52M
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.68K- 34.1% |
$127K - $134K
|
5.18K
$276K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.52K- 0.75% |
$119K - $126K
|
332K
$17.7M
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.41K- 27.93% |
$114K - $121K
|
6.23K
$332K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.33K- 1.76% |
$110K - $117K
|
130K
$6.91M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.12K- 27.77% |
$100K - $106K
|
5.52K
$294K
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.1K- 0.09% |
$99.3K - $105K
|
2.21M
$118M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.07K- 5.35% |
$98.1K - $104K
|
36.6K
$1.95M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.04K- 55.22% |
$96.4K - $102K
|
1.65K
$87.9K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.02K- 14.84% |
$95.6K - $101K
|
11.6K
$617K
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2K- 8.82% |
$94.8K - $100K
|
20.7K
$1.1M
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.99K- 7.3% |
$94.2K - $99.6K
|
25.2K
$1.34M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.97K- 19.04% |
$93.5K - $98.9K
|
8.39K
$447K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 7.87% |
$92.5K - $97.8K
|
22.8K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.94K- 23.46% |
$91.9K - $97.2K
|
6.33K
$337K
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.74K- 0.68% |
$82.6K - $87.4K
|
255K
$13.6M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 2.89% |
$75.6K - $79.9K
|
53.6K
$2.85M
|