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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 1.07% |
$379 - $401
|
738
$39.3K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-108K- 81.02% |
$4.97M - $5.43M
|
25.4K
$1.35M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.01K- 0.51% |
$413K - $451K
|
1.74M
$92.7M
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.57K- 28.81% |
$210K - $229K
|
11.3K
$601K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.9K- 21.58% |
$179K - $196K
|
14.2K
$755K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.2K- 27.44% |
$147K - $160K
|
8.46K
$451K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.06K- 20.62% |
$141K - $153K
|
11.8K
$628K
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.73K- 34.58% |
$125K - $137K
|
5.17K
$275K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.59K- 70.63% |
$119K - $130K
|
1.08K
$57.3K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.56K- 28.69% |
$117K - $128K
|
6.35K
$338K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.5K- 34.8% |
$115K - $125K
|
4.68K
$249K
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.95K- 0.61% |
$89.2K - $97.4K
|
315K
$16.8M
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-694- 0.76% |
$31.8K - $34.8K
|
90.2K
$4.8M
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-633- 7.2% |
$29K - $31.7K
|
8.16K
$435K
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-568- 4.1% |
$26.1K - $28.5K
|
13.3K
$707K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-400- 2.16% |
$18.4K - $20K
|
18.1K
$965K
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-391- 0.73% |
$17.9K - $19.6K
|
53.4K
$2.84M
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-305- 6.62% |
$14K - $15.3K
|
4.3K
$229K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-213- 31.7% |
$9.77K - $10.7K
|
459
$24.4K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-200- 7.99% |
$9.18K - $10K
|
2.3K
$123K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 57.53% |
$6.84K - $7.46K
|
110
$5.86K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-131- 34.2% |
$6.01K - $6.56K
|
252
$13.4K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 3.33% |
$4.59K - $5.01K
|
2.9K
$154K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-63- 4.77% |
$2.89K - $3.16K
|
1.26K
$66.9K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-41- 0.07% |
$1.88K - $2.05K
|
56.8K
$3.03M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 26.96% |
$1.42K - $1.55K
|
84
$4.47K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-27- 9.61% |
$1.24K - $1.35K
|
254
$13.5K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7- 1.48% |
$321 - $351
|
467
$24.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36.3K- 57.52% |
$1.44M - $1.7M
|
26.8K
$1.43M
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-23.5K- 69.59% |
$933K - $1.1M
|
10.3K
$548K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.41K- 45.03% |
$333K - $393K
|
10.3K
$547K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.59K- 56.04% |
$222K - $261K
|
4.39K
$234K
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3.67K- 7.45% |
$145K - $171K
|
45.6K
$2.43M
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.9K- 10.36% |
$75.2K - $88.6K
|
16.4K
$874K
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.41K- 20.47% |
$55.8K - $65.8K
|
5.47K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.3K- 4.42% |
$51.6K - $60.8K
|
28.1K
$1.5M
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-582- 2.25% |
$23.1K - $27.2K
|
25.2K
$1.34M
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$16.8K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-255- 11.28% |
$10.1K - $11.9K
|
2.01K
$107K
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-247- 4.59% |
$9.79K - $11.5K
|
5.13K
$273K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-176- 1.85% |
$6.97K - $8.22K
|
9.34K
$497K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-129- 1.78% |
$5.11K - $6.03K
|
7.11K
$379K
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-129- 1.67% |
$5.11K - $6.03K
|
7.59K
$404K
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-40- 0.11% |
$1.59K - $1.87K
|
35.8K
$1.9M
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-33- 4.81% |
$1.31K - $1.54K
|
653
$34.8K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-28- 0.48% |
$1.11K - $1.31K
|
5.8K
$309K
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-26- 9.59% |
$1.03K - $1.21K
|
245
$13K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.11MClosed |
$45.8M - $49.7M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-63.8K- 70.06% |
$2.62M - $2.85M
|
27.3K
$1.45M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-23.4K- 12.82% |
$964K - $1.05M
|
159K
$8.48M
|