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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-102K- 5.75% |
$4.93M - $5.37M
|
1.67M
$87.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-96K- 5.5% |
$4.66M - $5.07M
|
1.65M
$86.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-66.4K- 2.17% |
$3.22M - $3.51M
|
3M
$158M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-59.1K- 16.22% |
$2.87M - $3.12M
|
305K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-58.7K- 7.64% |
$2.85M - $3.1M
|
710K
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-56.8K- 59.09% |
$2.76M - $3M
|
39.3K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53.2K- 9.7% |
$2.58M - $2.81M
|
495K
$26.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-42.5K- 18.18% |
$2.06M - $2.24M
|
191K
$10M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-41.7K- 5.47% |
$2.02M - $2.2M
|
719K
$37.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-41K- 4.46% |
$1.99M - $2.17M
|
877K
$46.2M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-39.5K- 8.58% |
$1.92M - $2.09M
|
421K
$22.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-35.5K- 35.92% |
$1.72M - $1.88M
|
63.3K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.1K- 39.92% |
$1.46M - $1.59M
|
45.3K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-29K- 25.61% |
$1.41M - $1.53M
|
84.3K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.7K- 3.79% |
$1.34M - $1.46M
|
701K
$36.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.9K- 3.42% |
$1.3M - $1.42M
|
759K
$39.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.9K- 67.42% |
$1.21M - $1.32M
|
12K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.8K- 6.32% |
$1.1M - $1.2M
|
337K
$17.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21.5K- 83.93% |
$1.05M - $1.14M
|
4.13K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.2K- 4.27% |
$1.03M - $1.12M
|
476K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-21.2K- 3.18% |
$1.03M - $1.12M
|
646K
$34M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21.1K- 99.6% |
$1.02M - $1.12M
|
85
$4.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.5K- 4.57% |
$994K - $1.08M
|
428K
$22.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20K- 6.25% |
$970K - $1.06M
|
300K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 2.44% |
$862K - $940K
|
710K
$37.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-16.9K- 47.29% |
$820K - $894K
|
18.8K
$991K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.2K- 26.04% |
$737K - $803K
|
43.1K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-14.6K- 13.47% |
$711K - $774K
|
94.1K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-14.4K- 12.0% |
$700K - $762K
|
106K
$5.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-12.8K- 61.96% |
$620K - $676K
|
7.85K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.8K- 31.61% |
$620K - $675K
|
27.7K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-11.6K- 1.07% |
$564K - $615K
|
1.07M
$56.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.1K- 6.1% |
$537K - $585K
|
170K
$8.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.51K- 76.33% |
$413K - $450K
|
2.64K
$139K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.34K- 5.78% |
$404K - $441K
|
136K
$7.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.68K- 9.26% |
$372K - $406K
|
75.2K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-7.37K- 10.39% |
$357K - $390K
|
63.6K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-7.27K- 9.32% |
$353K - $385K
|
70.8K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.99K- 5.53% |
$339K - $370K
|
119K
$6.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-6.58K- 2.2% |
$319K - $348K
|
293K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.53K- 45.84% |
$317K - $345K
|
7.71K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.47K- 10.14% |
$314K - $342K
|
57.3K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.25K- 4.58% |
$303K - $330K
|
130K
$6.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.79K- 8.65% |
$281K - $306K
|
61.2K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.78K- 5.91% |
$280K - $305K
|
92K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.51K- 4.25% |
$267K - $291K
|
124K
$6.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.49K- 48.56% |
$266K - $290K
|
5.81K
$306K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 7.23% |
$261K - $284K
|
69.1K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 4.41% |
$253K - $276K
|
113K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.95K- 46.55% |
$240K - $262K
|
5.69K
$299K
|