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 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.56K- 2.48% |
$75.7K - $82.5K
|
61.3K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.55K- 21.24% |
$75.1K - $81.9K
|
5.75K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.55K- 9.13% |
$75K - $81.8K
|
15.4K
$808K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.53K- 0.96% |
$74.3K - $80.9K
|
157K
$8.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.52K- 0.08% |
$73.8K - $80.5K
|
1.87M
$98.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.49K- 3.21% |
$72.2K - $78.7K
|
44.9K
$2.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.43K- 8.85% |
$69.5K - $75.7K
|
14.8K
$776K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.4K- 0.89% |
$68.1K - $74.2K
|
157K
$8.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.4K- 65.79% |
$67.8K - $73.9K
|
727
$38.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.34K- 1.34% |
$64.9K - $70.7K
|
98.7K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.31K- 2.22% |
$63.7K - $69.5K
|
57.8K
$3.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.3K- 2.3% |
$63.2K - $68.8K
|
55.4K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.29K- 12.29% |
$62.5K - $68.1K
|
9.19K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.28K- 20.82% |
$62.2K - $67.8K
|
4.88K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.25K- 19.84% |
$60.4K - $65.9K
|
5.03K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.18K- 1.94% |
$57.2K - $62.3K
|
59.7K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.11K- 18.25% |
$53.7K - $58.5K
|
4.95K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.11K- 1.11% |
$53.6K - $58.4K
|
98K
$5.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.1K- 0.31% |
$53.4K - $58.2K
|
353K
$18.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.08K- 19.32% |
$52.4K - $57.1K
|
4.51K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05K- 4.12% |
$50.9K - $55.5K
|
24.5K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-993- 11.2% |
$48.2K - $52.5K
|
7.87K
$413K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-984- 17.79% |
$47.7K - $52K
|
4.55K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-966- 13.96% |
$46.9K - $51.1K
|
5.96K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-956- 13.45% |
$46.4K - $50.5K
|
6.15K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-944- 5.07% |
$45.8K - $49.9K
|
17.7K
$930K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-932- 17.04% |
$45.2K - $49.3K
|
4.54K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-930- 3.07% |
$45.1K - $49.2K
|
29.4K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-887- 2.79% |
$43K - $46.9K
|
30.9K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-868- 3.62% |
$42.1K - $45.9K
|
23.1K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-864- 0.44% |
$41.9K - $45.7K
|
197K
$10.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-862- 2.37% |
$41.8K - $45.6K
|
35.5K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-859- 0.05% |
$41.7K - $45.4K
|
1.58M
$83M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-856- 1.5% |
$41.5K - $45.2K
|
56.1K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-852- 2.65% |
$41.3K - $45K
|
31.3K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-838- 4.87% |
$40.7K - $44.3K
|
16.4K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-837- 13.83% |
$40.6K - $44.2K
|
5.22K
$274K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-817- 8.03% |
$39.6K - $43.2K
|
9.36K
$492K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-795- 4.51% |
$38.6K - $42K
|
16.8K
$884K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-762- 52.99% |
$37K - $40.3K
|
676
$35.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-754- 97.54% |
$36.6K - $39.9K
|
19
$998
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-706- 12.94% |
$34.2K - $37.3K
|
4.75K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 0.16% |
$34K - $37K
|
448K
$23.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-690- 0.18% |
$33.5K - $36.5K
|
379K
$19.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-664- 6.03% |
$32.2K - $35.1K
|
10.3K
$543K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-654- 8.84% |
$31.7K - $34.6K
|
6.75K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-613- 8.09% |
$29.7K - $32.4K
|
6.96K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-606- 18.64% |
$29.4K - $32K
|
2.65K
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-589- 5.08% |
$28.6K - $31.1K
|
11K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-575- 8.83% |
$27.9K - $30.4K
|
5.94K
$312K
|