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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-61.2K- 39.33% |
$3.05M - $3.26M
|
94.4K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-20.4K- 22.27% |
$1.02M - $1.09M
|
71.3K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-7.72KClosed |
$384K - $411K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.33K- 25.3% |
$215K - $230K
|
12.8K
$718K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.94K- 31.06% |
$146K - $156K
|
6.53K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 34.49% |
$146K - $156K
|
5.56K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.35K- 11.38% |
$67.4K - $72K
|
10.5K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.11K- 3.6% |
$55.2K - $59K
|
29.7K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-736- 3.97% |
$36.6K - $39.1K
|
17.8K
$999K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-470- 13.05% |
$23.4K - $25K
|
3.13K
$176K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-344- 6.09% |
$17.1K - $18.3K
|
5.3K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-267- 30.62% |
$13.3K - $14.2K
|
605
$34K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-205- 54.09% |
$10.2K - $10.9K
|
174
$9.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-200- 3.77% |
$9.96K - $10.6K
|
5.1K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-149- 74.5% |
$7.42K - $7.93K
|
51
$2.86K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-140- 1.78% |
$6.97K - $7.45K
|
7.72K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 3.04% |
$6.37K - $6.81K
|
4.08K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 2.45% |
$5.67K - $6.06K
|
4.53K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-62- 2.45% |
$3.09K - $3.3K
|
2.47K
$139K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 7.18% |
$3.09K - $3.3K
|
802
$45K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-61- 98.39% |
$3.04K - $3.24K
|
1
$56.2
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-59- 1.44% |
$2.94K - $3.14K
|
4.04K
$227K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58- 0.98% |
$2.89K - $3.09K
|
5.86K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-44- 73.33% |
$2.19K - $2.34K
|
16
$899
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 8.81% |
$996 - $1.06K
|
207
$11.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-19- 47.5% |
$946 - $1.01K
|
21
$1.18K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37.3K- 23.45% |
$1.91M - $2.06M
|
122K
$6.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27.5K- 93.24% |
$1.41M - $1.52M
|
1.99K
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-10.4K- 52.88% |
$529K - $573K
|
9.24K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-8.61K- 40.46% |
$440K - $476K
|
12.7K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 49.8% |
$321K - $348K
|
6.34K
$356K
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-6.1K- 50.0% |
$312K - $337K
|
6.1K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.02K- 7.32% |
$257K - $278K
|
63.6K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.93K- 55.65% |
$252K - $272K
|
3.93K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.9K- 1.72% |
$250K - $271K
|
279K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.1K- 42.09% |
$158K - $171K
|
4.27K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 29.98% |
$94.6K - $102K
|
4.33K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.26K- 5.15% |
$64.2K - $69.4K
|
23.1K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-825- 40.5% |
$42.1K - $45.6K
|
1.21K
$68.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-598- 91.58% |
$30.6K - $33.1K
|
55
$3.09K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-524- 9.21% |
$26.8K - $29K
|
5.16K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-302- 5.66% |
$15.4K - $16.7K
|
5.03K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-246- 1.67% |
$12.6K - $13.6K
|
14.5K
$812K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-85- 1.35% |
$4.34K - $4.7K
|
6.2K
$348K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$4.09K - $4.42K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-61- 62.89% |
$3.12K - $3.37K
|
36
$2.02K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.54% |
$1.74K - $1.88K
|
6.29K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-13- 0.15% |
$664 - $719
|
8.4K
$472K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-10- 3.17% |
$511 - $553
|
305
$17.1K
|
|
| 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
$2.21M
|
|