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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.54K- 99.23% |
$72.9K - $77.1K
|
12
$639
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.52K- 12.65% |
$71.9K - $76K
|
10.5K
$558K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.45K- 2.54% |
$68.4K - $72.4K
|
55.4K
$2.95M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 5.61% |
$68.4K - $72.3K
|
24.3K
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.39K- 1.17% |
$65.7K - $69.4K
|
117K
$6.22M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 17.21% |
$57.4K - $60.7K
|
5.83K
$310K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 4.04% |
$54K - $57.2K
|
27.1K
$1.44M
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.14K- 10.55% |
$53.8K - $56.9K
|
9.63K
$513K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 3.75% |
$53K - $56K
|
28.7K
$1.53M
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.11K- 20.22% |
$52.4K - $55.4K
|
4.36K
$232K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.03K- 10.38% |
$48.6K - $51.3K
|
8.85K
$471K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.01K- 17.76% |
$47.6K - $50.3K
|
4.65K
$248K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-998- 3.66% |
$47.3K - $50K
|
26.3K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-997- 12.03% |
$47.2K - $49.9K
|
7.29K
$388K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-995- 14.86% |
$47.1K - $49.8K
|
5.7K
$304K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-973- 2.63% |
$46.1K - $48.7K
|
36.1K
$1.92M
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-963- 0.57% |
$45.6K - $48.2K
|
169K
$9.02M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-879- 1.38% |
$41.6K - $44K
|
63K
$3.35M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-842- 13.55% |
$39.9K - $42.2K
|
5.37K
$286K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-832- 8.78% |
$39.4K - $41.7K
|
8.64K
$460K
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-823- 3.13% |
$39K - $41.2K
|
25.5K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-810- 5.68% |
$38.4K - $40.6K
|
13.5K
$716K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-738- 14.58% |
$35K - $37K
|
4.32K
$230K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-736- 13.77% |
$34.9K - $36.9K
|
4.61K
$245K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-729- 3.38% |
$34.5K - $36.5K
|
20.8K
$1.11M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-703- 7.59% |
$33.3K - $35.2K
|
8.56K
$456K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-695- 1.82% |
$32.9K - $34.8K
|
37.4K
$1.99M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-685- 1.96% |
$32.4K - $34.3K
|
34.2K
$1.82M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-658- 8.08% |
$31.2K - $33K
|
7.49K
$399K
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-609- 9.14% |
$28.8K - $30.5K
|
6.05K
$322K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-580- 1.14% |
$27.5K - $29.1K
|
50.4K
$2.68M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-553- 3.62% |
$26.2K - $27.7K
|
14.7K
$783K
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-508- 3.74% |
$24.1K - $25.4K
|
13.1K
$696K
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-500- 3.97% |
$23.7K - $25K
|
12.1K
$644K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-482- 6.38% |
$22.8K - $24.1K
|
7.08K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-468- 5.82% |
$22.2K - $23.4K
|
7.57K
$403K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-465- 4.98% |
$22K - $23.3K
|
8.86K
$472K
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-449- 0.2% |
$21.3K - $22.5K
|
223K
$11.9M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-441- 3.77% |
$20.9K - $22.1K
|
11.3K
$599K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-433- 37.82% |
$20.5K - $21.7K
|
712
$37.9K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-413- 2.82% |
$19.6K - $20.7K
|
14.2K
$757K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-408- 1.57% |
$19.3K - $20.4K
|
25.6K
$1.36M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-397- 6.67% |
$18.8K - $19.9K
|
5.56K
$296K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-391- 6.53% |
$18.5K - $19.6K
|
5.59K
$298K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-388- 0.83% |
$18.4K - $19.4K
|
46.4K
$2.47M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-366- 0.58% |
$17.3K - $18.3K
|
62.9K
$3.35M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-364- 3.81% |
$17.2K - $18.2K
|
9.19K
$489K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-353- 7.83% |
$16.7K - $17.7K
|
4.16K
$221K
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-326- 1.06% |
$15.4K - $16.3K
|
30.3K
$1.62M
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-300- 4.05% |
$14.2K - $15K
|
7.1K
$378K
|