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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-125- 0.08% |
$6.22K - $6.65K
|
163K
$8.63M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-115- 2.03% |
$5.72K - $6.12K
|
5.56K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-115- 4.7% |
$5.72K - $6.12K
|
2.33K
$123K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 2.45% |
$5.67K - $6.06K
|
4.53K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-113- 32.19% |
$5.63K - $6.01K
|
238
$12.6K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-104- 1.33% |
$5.18K - $5.53K
|
7.72K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-100- 0.98% |
$4.98K - $5.32K
|
10.1K
$534K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-90- 1.36% |
$4.48K - $4.79K
|
6.51K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-84- 0.68% |
$4.18K - $4.47K
|
12.3K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-82- 0.64% |
$4.08K - $4.36K
|
12.7K
$668K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-80- 1.07% |
$3.98K - $4.26K
|
7.4K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-76- 1.12% |
$3.78K - $4.04K
|
6.69K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-74- 0.48% |
$3.68K - $3.94K
|
15.2K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-73- 1.69% |
$3.63K - $3.88K
|
4.24K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-67- 1.01% |
$3.34K - $3.56K
|
6.57K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-64- 1.1% |
$3.19K - $3.4K
|
5.73K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-62- 2.45% |
$3.09K - $3.3K
|
2.47K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-62- 0.29% |
$3.09K - $3.3K
|
21.3K
$1.12M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 7.18% |
$3.09K - $3.3K
|
802
$42.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-61- 98.39% |
$3.04K - $3.24K
|
1
$52.8
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-59- 1.44% |
$2.94K - $3.14K
|
4.04K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-59- 5.35% |
$2.94K - $3.14K
|
1.04K
$55.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58- 0.98% |
$2.89K - $3.09K
|
5.86K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 1.49% |
$2.79K - $2.98K
|
3.69K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-50- 0.87% |
$2.49K - $2.66K
|
5.68K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-47- 1.13% |
$2.34K - $2.5K
|
4.09K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-44- 73.33% |
$2.19K - $2.34K
|
16
$845
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-43- 3.09% |
$2.14K - $2.29K
|
1.35K
$71.3K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.36% |
$2.04K - $2.18K
|
11.4K
$602K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-39- 20.21% |
$1.94K - $2.07K
|
154
$8.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-38- 0.64% |
$1.89K - $2.02K
|
5.88K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-36- 0.41% |
$1.79K - $1.91K
|
8.72K
$460K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-35- 0.25% |
$1.74K - $1.86K
|
14.1K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 0.34% |
$1.44K - $1.54K
|
8.6K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-29- 0.4% |
$1.44K - $1.54K
|
7.14K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-24- 0.43% |
$1.19K - $1.28K
|
5.62K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-22- 0.1% |
$1.1K - $1.17K
|
22.7K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 0.14% |
$1.05K - $1.12K
|
14.8K
$781K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 8.81% |
$996 - $1.06K
|
207
$10.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-19- 34.55% |
$946 - $1.01K
|
36
$1.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-19- 47.5% |
$946 - $1.01K
|
21
$1.11K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-15- 0.27% |
$747 - $798
|
5.48K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-3- 0.04% |
$149 - $160
|
7.38K
$390K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-598K- 97.2% |
$30.5M - $33M
|
17.2K
$909K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-451K- 11.6% |
$23M - $24.9M
|
3.43M
$181M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106K- 84.8% |
$5.43M - $5.87M
|
19K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-62.7K- 35.68% |
$3.2M - $3.46M
|
113K
$5.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47.6K- 42.18% |
$2.43M - $2.63M
|
65.3K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37.3K- 23.45% |
$1.91M - $2.06M
|
122K
$6.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27.5K- 93.24% |
$1.41M - $1.52M
|
1.99K
$105K
|
|