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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.73K- 5.1% |
$136K - $145K
|
50.8K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.73K- 35.99% |
$136K - $145K
|
4.86K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.58K- 16.05% |
$129K - $137K
|
13.5K
$714K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.53K- 6.65% |
$126K - $135K
|
35.6K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.38K- 17.33% |
$118K - $126K
|
11.3K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2.27K- 2.81% |
$113K - $121K
|
78.3K
$4.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.24K- 4.13% |
$111K - $119K
|
52K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.13K- 4.28% |
$106K - $113K
|
47.7K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 2.49% |
$101K - $108K
|
79.6K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 9.5% |
$95.6K - $102K
|
18.3K
$966K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.83K- 1.03% |
$90.9K - $97.1K
|
176K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 16.96% |
$85.5K - $91.3K
|
8.41K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.71K- 5.15% |
$85.3K - $91.2K
|
31.5K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.7K- 59.23% |
$84.5K - $90.3K
|
1.17K
$61.7K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.67K- 7.48% |
$83.2K - $88.9K
|
20.7K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 12.81% |
$81.3K - $86.9K
|
11.1K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.63K- 8.58% |
$81.1K - $86.6K
|
17.3K
$916K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 6.24% |
$77.8K - $83.1K
|
23.5K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.54K- 3.4% |
$76.6K - $81.9K
|
43.7K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.35K- 11.38% |
$67.4K - $72K
|
10.5K
$556K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.32K- 10.41% |
$65.7K - $70.2K
|
11.4K
$599K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.3K- 17.91% |
$64.8K - $69.2K
|
5.96K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.26K- 1.15% |
$62.6K - $66.9K
|
108K
$5.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.25K- 2.83% |
$62.2K - $66.5K
|
43K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 6.98% |
$60.7K - $64.9K
|
16.3K
$859K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.17K- 26.49% |
$58.1K - $62.1K
|
3.24K
$171K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.11K- 3.6% |
$55.2K - $59K
|
29.7K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 6.31% |
$51K - $54.5K
|
15.2K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.02K- 44.44% |
$50.9K - $54.4K
|
1.28K
$67.5K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.02K- 7.48% |
$50.7K - $54.2K
|
12.6K
$665K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-963- 0.67% |
$47.9K - $51.2K
|
142K
$7.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-934- 2.11% |
$46.5K - $49.7K
|
43.3K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 67.67% |
$44.8K - $47.9K
|
430
$22.7K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-880- 2.99% |
$43.8K - $46.8K
|
28.6K
$1.51M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-832- 11.92% |
$41.4K - $44.3K
|
6.15K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-795- 1.8% |
$39.6K - $42.3K
|
43.4K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-791- 9.62% |
$39.4K - $42.1K
|
7.43K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-776- 1.17% |
$38.6K - $41.3K
|
65.3K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-772- 1.41% |
$38.4K - $41.1K
|
53.9K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-769- 0.57% |
$38.3K - $40.9K
|
135K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-736- 3.97% |
$36.6K - $39.1K
|
17.8K
$940K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-728- 9.38% |
$36.2K - $38.7K
|
7.03K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-701- 72.34% |
$34.9K - $37.3K
|
268
$14.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-689- 98.15% |
$34.3K - $36.6K
|
13
$686
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-644- 17.97% |
$32.1K - $34.3K
|
2.94K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-596- 12.89% |
$29.7K - $31.7K
|
4.03K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-578- 0.63% |
$28.8K - $30.7K
|
91.1K
$4.81M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-569- 33.18% |
$28.3K - $30.3K
|
1.15K
$60.5K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-557- 1.02% |
$27.7K - $29.6K
|
54.1K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-548- 5.46% |
$27.3K - $29.1K
|
9.48K
$501K
|