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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.87K- 1.44% |
$95.7K - $104K
|
128K
$6.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 29.98% |
$94.6K - $102K
|
4.33K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.83K- 13.81% |
$93.6K - $101K
|
11.4K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.77K- 1.89% |
$90.3K - $97.7K
|
91.7K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.7K- 3.81% |
$86.8K - $93.8K
|
42.9K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.7K- 22.35% |
$86.7K - $93.8K
|
5.9K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.67K- 63.18% |
$85.4K - $92.4K
|
974
$49.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.65K- 5.62% |
$84.2K - $91.1K
|
27.7K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.6K- 6.07% |
$81.6K - $88.3K
|
24.7K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.6K- 2.06% |
$81.5K - $88.2K
|
75.8K
$3.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.59K- 26.08% |
$81.2K - $87.8K
|
4.5K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.54K- 0.98% |
$78.4K - $84.8K
|
156K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.52K- 2.63% |
$77.6K - $84K
|
56.3K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.51K- 13.07% |
$77.1K - $83.4K
|
10K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.48K- 4.33% |
$75.4K - $81.6K
|
32.6K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.47K- 10.66% |
$75.2K - $81.4K
|
12.3K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.46K- 2.3% |
$74.7K - $80.8K
|
62.1K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.45K- 8.66% |
$74K - $80K
|
15.3K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.38K- 2.59% |
$70.6K - $76.4K
|
52K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.38K- 12.54% |
$70.5K - $76.3K
|
9.63K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.37K- 6.32% |
$70.1K - $75.8K
|
20.3K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.34K- 17.31% |
$68.6K - $74.2K
|
6.41K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.32K- 16.33% |
$67.4K - $73K
|
6.76K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.28K- 13.49% |
$65.3K - $70.7K
|
8.2K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.26K- 5.15% |
$64.2K - $69.4K
|
23.1K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.23K- 14.49% |
$62.9K - $68K
|
7.26K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 4.4% |
$56K - $60.6K
|
23.8K
$1.21M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.08K- 11.74% |
$55.1K - $59.6K
|
8.11K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.07K- 0.67% |
$54.7K - $59.2K
|
158K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.27% |
$54.7K - $59.1K
|
396K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.07K- 27.38% |
$54.4K - $58.9K
|
2.83K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.05K- 3.8% |
$53.7K - $58.1K
|
26.6K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.22% |
$52.5K - $56.8K
|
45.2K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.02K- 5.36% |
$52.3K - $56.5K
|
18.1K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.01K- 0.59% |
$51.4K - $55.6K
|
169K
$8.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-885- 5.53% |
$45.2K - $48.9K
|
15.1K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-825- 40.5% |
$42.1K - $45.6K
|
1.21K
$61.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-790- 17.4% |
$40.4K - $43.7K
|
3.75K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-743- 4.83% |
$38K - $41.1K
|
14.6K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-708- 3.38% |
$36.2K - $39.1K
|
20.2K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-667- 0.87% |
$34.1K - $36.9K
|
75.9K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-659- 13.93% |
$33.7K - $36.4K
|
4.07K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-627- 0.41% |
$32K - $34.7K
|
151K
$7.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-605- 3.6% |
$30.9K - $33.4K
|
16.2K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-598- 91.58% |
$30.6K - $33.1K
|
55
$2.78K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-549- 1.08% |
$28K - $30.3K
|
50.3K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-539- 5.76% |
$27.5K - $29.8K
|
8.82K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-524- 9.21% |
$26.8K - $29K
|
5.16K
$261K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-469- 7.58% |
$24K - $25.9K
|
5.72K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-468- 2.15% |
$23.9K - $25.9K
|
21.3K
$1.08M
|