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 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 40.31% |
$193K - $205K
|
6.05K
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.66K- 4.16% |
$173K - $183K
|
84.3K
$4.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.68K- 34.1% |
$127K - $134K
|
5.18K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.41K- 27.93% |
$114K - $121K
|
6.23K
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.12K- 27.77% |
$100K - $106K
|
5.52K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.94K- 23.46% |
$91.9K - $97.2K
|
6.33K
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.54K- 99.23% |
$72.9K - $77.1K
|
12
$612
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.03K- 10.38% |
$48.6K - $51.3K
|
8.85K
$452K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-500- 3.97% |
$23.7K - $25K
|
12.1K
$618K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-397- 6.67% |
$18.8K - $19.9K
|
5.56K
$284K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-300- 4.05% |
$14.2K - $15K
|
7.1K
$362K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-276- 8.75% |
$13.1K - $13.8K
|
2.88K
$147K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-269- 2.69% |
$12.7K - $13.5K
|
9.73K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209- 2.85% |
$9.9K - $10.5K
|
7.14K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-84- 0.52% |
$3.98K - $4.21K
|
16.1K
$821K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-78- 1.64% |
$3.69K - $3.91K
|
4.68K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-26- 0.13% |
$1.23K - $1.3K
|
20.5K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13- 32.5% |
$616 - $651
|
27
$1.38K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.01K- 0.51% |
$413K - $451K
|
1.74M
$88.9M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.2K- 27.44% |
$147K - $160K
|
8.46K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.06K- 20.62% |
$141K - $153K
|
11.8K
$602K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.73K- 34.58% |
$125K - $137K
|
5.17K
$264K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.64K- 23.68% |
$121K - $132K
|
8.5K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.59K- 70.63% |
$119K - $130K
|
1.08K
$54.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.56K- 28.69% |
$117K - $128K
|
6.35K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-694- 0.76% |
$31.8K - $34.8K
|
90.2K
$4.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-391- 0.73% |
$17.9K - $19.6K
|
53.4K
$2.72M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-305- 6.62% |
$14K - $15.3K
|
4.3K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-200- 7.99% |
$9.18K - $10K
|
2.3K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 57.53% |
$6.84K - $7.46K
|
110
$5.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 3.33% |
$4.59K - $5.01K
|
2.9K
$148K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 26.96% |
$1.42K - $1.55K
|
84
$4.29K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-27- 9.61% |
$1.24K - $1.35K
|
254
$13K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36.3K- 57.52% |
$1.44M - $1.7M
|
26.8K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.59K- 56.04% |
$222K - $261K
|
4.39K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3.67K- 7.45% |
$145K - $171K
|
45.6K
$2.32M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.48K- 1.85% |
$58.6K - $69.1K
|
78.6K
$4.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.41K- 20.47% |
$55.8K - $65.8K
|
5.47K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.3K- 4.42% |
$51.6K - $60.8K
|
28.1K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-582- 2.25% |
$23.1K - $27.2K
|
25.2K
$1.29M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-506- 9.06% |
$20.1K - $23.6K
|
5.08K
$259K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-385- 55.0% |
$15.3K - $18K
|
315
$16.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-247- 4.59% |
$9.79K - $11.5K
|
5.13K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-129- 1.78% |
$5.11K - $6.03K
|
7.11K
$363K
|
|
| 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
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16.2K- 11.97% |
$667K - $724K
|
119K
$6.08M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.3K- 1.31% |
$425K - $461K
|
779K
$39.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.82K- 9.67% |
$281K - $305K
|
63.7K
$3.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.36K- 44.11% |
$179K - $195K
|
5.53K
$282K
|
|