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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-156- 0.95% |
$7.97K - $8.62K
|
16.2K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 1.69% |
$7.87K - $8.51K
|
8.98K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-150- 0.18% |
$7.66K - $8.29K
|
82.4K
$4.2M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-148- 0.24% |
$7.56K - $8.18K
|
62.7K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-147- 1.32% |
$7.51K - $8.12K
|
11K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-144- 2.39% |
$7.36K - $7.96K
|
5.88K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-136- 0.68% |
$6.95K - $7.52K
|
20K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-130- 9.23% |
$6.64K - $7.19K
|
1.28K
$65.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-129- 20.67% |
$6.59K - $7.13K
|
495
$25.3K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-121- 0.26% |
$6.18K - $6.69K
|
46.3K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-121- 2.58% |
$6.18K - $6.69K
|
4.57K
$233K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 0.33% |
$5.82K - $6.3K
|
34.6K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-114- 1.96% |
$5.82K - $6.3K
|
5.7K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-114- 0.08% |
$5.82K - $6.3K
|
143K
$7.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-106- 2.13% |
$5.42K - $5.86K
|
4.86K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.16% |
$5.11K - $5.53K
|
8.55K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-100- 1.71% |
$5.11K - $5.53K
|
5.73K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-85- 1.35% |
$4.34K - $4.7K
|
6.2K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-84- 0.98% |
$4.29K - $4.64K
|
8.49K
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-83- 1.03% |
$4.24K - $4.59K
|
8K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-82- 1.07% |
$4.19K - $4.53K
|
7.55K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-82- 1.07% |
$4.19K - $4.53K
|
7.55K
$385K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$4.09K - $4.42K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-70- 1.68% |
$3.58K - $3.87K
|
4.09K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-67- 0.62% |
$3.42K - $3.7K
|
10.7K
$548K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 15.83% |
$3.37K - $3.65K
|
351
$17.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-61- 62.89% |
$3.12K - $3.37K
|
36
$1.84K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-60- 0.7% |
$3.07K - $3.32K
|
8.51K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-54- 0.33% |
$2.76K - $2.98K
|
16.4K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-51- 0.43% |
$2.61K - $2.82K
|
11.9K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-50- 0.5% |
$2.55K - $2.76K
|
10K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-45- 0.57% |
$2.3K - $2.49K
|
7.83K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 19.62% |
$2.09K - $2.27K
|
168
$8.57K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-40- 0.6% |
$2.04K - $2.21K
|
6.6K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.49% |
$1.79K - $1.93K
|
7.13K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-34- 1.69% |
$1.74K - $1.88K
|
1.98K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.54% |
$1.74K - $1.88K
|
6.29K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-30- 0.72% |
$1.53K - $1.66K
|
4.12K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-29- 12.13% |
$1.48K - $1.6K
|
210
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 3.44% |
$1.28K - $1.38K
|
702
$35.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-17- 0.11% |
$869 - $940
|
15.6K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-17- 56.67% |
$869 - $940
|
13
$663
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-13- 0.29% |
$664 - $719
|
4.53K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-13- 0.15% |
$664 - $719
|
8.4K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12- 0.27% |
$613 - $663
|
4.35K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 0.78% |
$562 - $608
|
1.39K
$71.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-10- 0.06% |
$511 - $553
|
18.1K
$925K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-10- 3.17% |
$511 - $553
|
305
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7- 1.5% |
$358 - $387
|
459
$23.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-3- 0.17% |
$153 - $166
|
1.72K
$87.5K
|