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 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-296- 14.52% |
$14K - $14.8K
|
1.74K
$92.8K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-284- 2.03% |
$13.5K - $14.2K
|
13.7K
$728K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-278- 11.19% |
$13.2K - $13.9K
|
2.21K
$118K
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-276- 8.75% |
$13.1K - $13.8K
|
2.88K
$153K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-270- 76.49% |
$12.8K - $13.5K
|
83
$4.42K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-270- 6.04% |
$12.8K - $13.5K
|
4.2K
$224K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-269- 2.69% |
$12.7K - $13.5K
|
9.73K
$518K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-267- 2.09% |
$12.6K - $13.4K
|
12.5K
$667K
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-261- 3.5% |
$12.4K - $13.1K
|
7.2K
$383K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-238- 1.39% |
$11.3K - $11.9K
|
16.9K
$902K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-224- 3.26% |
$10.6K - $11.2K
|
6.64K
$354K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-215- 3.46% |
$10.2K - $10.8K
|
5.99K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209- 2.85% |
$9.9K - $10.5K
|
7.14K
$380K
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-209- 1.86% |
$9.9K - $10.5K
|
11K
$586K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-197- 3.4% |
$9.33K - $9.87K
|
5.61K
$298K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-180- 1.97% |
$8.53K - $9.02K
|
8.96K
$477K
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-176- 4.07% |
$8.34K - $8.82K
|
4.15K
$221K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-176- 0.62% |
$8.34K - $8.82K
|
28K
$1.49M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-175- 2.97% |
$8.29K - $8.77K
|
5.72K
$305K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 22.73% |
$7.82K - $8.26K
|
561
$29.9K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-144- 2.3% |
$6.82K - $7.21K
|
6.13K
$326K
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-144- 0.32% |
$6.82K - $7.21K
|
45.2K
$2.41M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-116- 2.24% |
$5.49K - $5.81K
|
5.06K
$270K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-113- 0.71% |
$5.35K - $5.66K
|
15.7K
$839K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-113- 0.11% |
$5.35K - $5.66K
|
99.1K
$5.28M
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-107- 0.02% |
$5.07K - $5.36K
|
450K
$24M
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-104- 43.33% |
$4.93K - $5.21K
|
136
$7.24K
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-98- 0.18% |
$4.64K - $4.91K
|
53.3K
$2.84M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-96- 5.99% |
$4.55K - $4.81K
|
1.51K
$80.2K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-94- 13.45% |
$4.45K - $4.71K
|
605
$32.2K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-91- 0.65% |
$4.31K - $4.56K
|
13.8K
$735K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-84- 0.52% |
$3.98K - $4.21K
|
16.1K
$857K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-83- 0.94% |
$3.93K - $4.16K
|
8.73K
$465K
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-78- 1.64% |
$3.69K - $3.91K
|
4.68K
$249K
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-73- 0.82% |
$3.46K - $3.66K
|
8.81K
$469K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-66- 0.05% |
$3.13K - $3.31K
|
142K
$7.54M
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-63- 1.3% |
$2.98K - $3.16K
|
4.78K
$254K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 0.84% |
$2.61K - $2.75K
|
6.51K
$347K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-52- 0.79% |
$2.46K - $2.6K
|
6.55K
$349K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-51- 0.63% |
$2.42K - $2.55K
|
8.05K
$428K
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-51- 0.24% |
$2.42K - $2.55K
|
21.1K
$1.13M
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-47- 0.77% |
$2.23K - $2.35K
|
6.06K
$323K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-39- 0.26% |
$1.85K - $1.95K
|
14.7K
$783K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-29- 0.28% |
$1.37K - $1.45K
|
10.5K
$558K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-26- 0.13% |
$1.23K - $1.3K
|
20.5K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.22% |
$1.18K - $1.25K
|
11.3K
$603K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-23- 6.39% |
$1.09K - $1.15K
|
337
$17.9K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-18- 3.16% |
$853 - $902
|
552
$29.4K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-18- 0.15% |
$853 - $902
|
11.9K
$636K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 32.5% |
$616 - $651
|
27
$1.44K
|