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 |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-276- 3.51% |
$14.4K - $15.3K
|
7.58K
$426K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-269- 6.55% |
$14K - $14.9K
|
3.84K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-267- 3.57% |
$13.9K - $14.8K
|
7.2K
$405K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-254- 4.48% |
$13.2K - $14.1K
|
5.42K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-249- 3.89% |
$13K - $13.8K
|
6.15K
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-248- 4.26% |
$12.9K - $13.7K
|
5.57K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-244- 2.84% |
$12.7K - $13.5K
|
8.35K
$469K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-244- 0.1% |
$12.7K - $13.5K
|
235K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-238- 0.13% |
$12.4K - $13.2K
|
177K
$9.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-230- 2.9% |
$12K - $12.7K
|
7.7K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
SELL
|
- |
-216- 5.31% |
$11.3K - $12K
|
3.85K
$216K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-210- 0.74% |
$10.9K - $11.6K
|
28.1K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-209- 4.62% |
$10.9K - $11.6K
|
4.32K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-206- 3.09% |
$10.7K - $11.4K
|
6.46K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-199- 2.74% |
$10.4K - $11K
|
7.07K
$397K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-197- 22.21% |
$10.3K - $10.9K
|
690
$38.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-185- 3.61% |
$9.64K - $10.2K
|
4.95K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-177- 4.38% |
$9.23K - $9.79K
|
3.87K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-163- 0.54% |
$8.5K - $9.02K
|
30.2K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-155- 3.15% |
$8.08K - $8.58K
|
4.77K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-119- 0.31% |
$6.2K - $6.58K
|
38K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-114- 2.47% |
$5.94K - $6.31K
|
4.5K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-102- 0.94% |
$5.32K - $5.64K
|
10.8K
$605K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-101- 0.11% |
$5.26K - $5.59K
|
94.1K
$5.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-86- 0.41% |
$4.48K - $4.76K
|
20.9K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-76- 1.19% |
$3.96K - $4.21K
|
6.32K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Fortune 45 LLC
|
SELL
|
- |
-63- 0.47% |
$3.28K - $3.49K
|
13.2K
$743K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-57- 0.18% |
$2.97K - $3.15K
|
31.6K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-50- 7.27% |
$2.61K - $2.77K
|
638
$35.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-45- 0.97% |
$2.35K - $2.49K
|
4.58K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 14.95% |
$2.35K - $2.49K
|
256
$14.4K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-43- 0.07% |
$2.24K - $2.38K
|
60.8K
$3.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 32.0% |
$2.08K - $2.21K
|
85
$4.77K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-38- 0.02% |
$1.98K - $2.1K
|
221K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.26% |
$1.93K - $2.05K
|
14K
$788K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-36- 0.32% |
$1.88K - $1.99K
|
11.4K
$639K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-36- 0.07% |
$1.88K - $1.99K
|
53.6K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-29- 0.34% |
$1.51K - $1.6K
|
8.46K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-27- 2.54% |
$1.41K - $1.49K
|
1.04K
$58.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-26- 0.18% |
$1.36K - $1.44K
|
14.6K
$820K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 21.74% |
$1.3K - $1.38K
|
90
$5.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11- 0.16% |
$573 - $609
|
6.94K
$390K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7- 0.11% |
$365 - $387
|
6.33K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 0.72% |
$208 - $221
|
550
$30.9K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$52.1 - $55.3
|
8.53K
$479K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-537K- 39.72% |
$24.2M - $28.1M
|
816K
$45.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-48.3K- 61.61% |
$2.18M - $2.53M
|
30.1K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-43.2K- 3.25% |
$1.95M - $2.26M
|
1.28M
$72.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.8K- 81.11% |
$1.66M - $1.93M
|
8.58K
$482K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.4K- 11.06% |
$877K - $1.02M
|
156K
$8.78M
|
|