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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-10.4K- 52.88% |
$529K - $573K
|
9.24K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-8.61K- 40.46% |
$440K - $476K
|
12.7K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8.4K- 13.74% |
$429K - $464K
|
52.8K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 49.8% |
$321K - $348K
|
6.34K
$335K
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-6.1K- 50.0% |
$312K - $337K
|
6.1K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.02K- 7.32% |
$257K - $278K
|
63.6K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.93K- 55.65% |
$252K - $272K
|
3.93K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.9K- 1.72% |
$250K - $271K
|
279K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.1K- 42.09% |
$158K - $171K
|
4.27K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 29.98% |
$94.6K - $102K
|
4.33K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.7K- 22.35% |
$86.7K - $93.8K
|
5.9K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.67K- 63.18% |
$85.4K - $92.4K
|
974
$51.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.28K- 13.49% |
$65.3K - $70.7K
|
8.2K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.26K- 5.15% |
$64.2K - $69.4K
|
23.1K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-825- 40.5% |
$42.1K - $45.6K
|
1.21K
$64K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-598- 91.58% |
$30.6K - $33.1K
|
55
$2.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-524- 9.21% |
$26.8K - $29K
|
5.16K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-302- 5.66% |
$15.4K - $16.7K
|
5.03K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-246- 1.67% |
$12.6K - $13.6K
|
14.5K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-220- 0.71% |
$11.2K - $12.2K
|
30.7K
$1.62M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-148- 0.24% |
$7.56K - $8.18K
|
62.7K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-130- 9.23% |
$6.64K - $7.19K
|
1.28K
$67.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-121- 2.58% |
$6.18K - $6.69K
|
4.57K
$241K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 0.33% |
$5.82K - $6.3K
|
34.6K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-106- 2.13% |
$5.42K - $5.86K
|
4.86K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-85- 1.35% |
$4.34K - $4.7K
|
6.2K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-84- 0.98% |
$4.29K - $4.64K
|
8.49K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-82- 1.07% |
$4.19K - $4.53K
|
7.55K
$399K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$4.09K - $4.42K
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-67- 0.62% |
$3.42K - $3.7K
|
10.7K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-61- 62.89% |
$3.12K - $3.37K
|
36
$1.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.54% |
$1.74K - $1.88K
|
6.29K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-13- 0.15% |
$664 - $719
|
8.4K
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-10- 3.17% |
$511 - $553
|
305
$16.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-56.8K- 59.09% |
$2.76M - $3M
|
39.3K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21.5K- 83.93% |
$1.05M - $1.14M
|
4.13K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21.1K- 99.6% |
$1.02M - $1.12M
|
85
$4.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 2.44% |
$862K - $940K
|
710K
$37.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-16.9K- 47.29% |
$820K - $894K
|
18.8K
$995K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.2K- 26.04% |
$737K - $803K
|
43.1K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-12.8K- 61.96% |
$620K - $676K
|
7.85K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.78K- 5.91% |
$280K - $305K
|
92K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.51K- 4.25% |
$267K - $291K
|
124K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.68K- 21.73% |
$227K - $247K
|
16.9K
$890K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.34KClosed |
$210K - $229K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 38.73% |
$119K - $129K
|
3.87K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-2.35K- 16.35% |
$114K - $124K
|
12K
$635K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.99K- 71.84% |
$96.6K - $105K
|
781
$41.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.55K- 21.24% |
$75.1K - $81.9K
|
5.75K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-837- 13.83% |
$40.6K - $44.2K
|
5.22K
$275K
|
|