Purchases and Sales Made in Q4 2025 in Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
400K+ 234.75% |
$21.7M - $22.7M
|
570K
$32M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
129K+ 11.39% |
$7M - $7.33M
|
1.26M
$70.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
123K+ 7.58% |
$6.7M - $7.02M
|
1.75M
$98.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
112K+ 41.59% |
$6.08M - $6.37M
|
381K
$21.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
107K+ 64.94% |
$5.83M - $6.11M
|
273K
$15.3M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
104KNew |
$5.66M - $5.93M
|
104K
$5.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
86.8K+ 83.72% |
$4.71M - $4.93M
|
190K
$10.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
84.6K+ 24.17% |
$4.59M - $4.81M
|
435K
$24.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
74.3K+ 43.99% |
$4.03M - $4.22M
|
243K
$13.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
59.9K+ 9.53% |
$3.25M - $3.4M
|
689K
$38.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48.9K+ 4.72% |
$2.65M - $2.78M
|
1.08M
$60.9M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
47.6K+ 13.12% |
$2.58M - $2.71M
|
410K
$23M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
42.3K+ 52.88% |
$2.29M - $2.4M
|
122K
$6.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.6K+ 0.84% |
$2.1M - $2.2M
|
4.64M
$260M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
37.9K+ 4.18% |
$2.05M - $2.15M
|
943K
$53M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
34.2K+ 33.8% |
$1.85M - $1.94M
|
135K
$7.59M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
31.7K+ 4.92% |
$1.72M - $1.8M
|
676K
$38M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
30.9K+ 1.78% |
$1.68M - $1.76M
|
1.77M
$99.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
29.7KNew |
$1.61M - $1.69M
|
29.7K
$1.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.2K+ 4.43% |
$1.59M - $1.66M
|
690K
$38.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22.6K+ 2.94% |
$1.23M - $1.28M
|
791K
$44.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
16.6KNew |
$903K - $946K
|
16.6K
$935K
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
16.3KNew |
$887K - $929K
|
16.3K
$918K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.3K+ 8.19% |
$775K - $812K
|
189K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
13.4K+ 2.8% |
$726K - $761K
|
491K
$27.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 53.59% |
$628K - $657K
|
33.1K
$1.86M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.3K+ 10.27% |
$614K - $643K
|
121K
$6.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.99K+ 7.37% |
$542K - $568K
|
146K
$8.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
9.11K+ 0.58% |
$495K - $518K
|
1.58M
$88.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
9.01K+ 4.75% |
$489K - $512K
|
199K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.92K+ 41.63% |
$484K - $507K
|
30.4K
$1.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.79KNew |
$423K - $443K
|
7.79K
$437K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.72K+ 2.23% |
$419K - $439K
|
353K
$19.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.56K+ 3.77% |
$410K - $430K
|
208K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.97K+ 27.63% |
$378K - $396K
|
32.2K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.84K+ 3.25% |
$371K - $389K
|
217K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
6.77KNew |
$367K - $385K
|
6.77K
$380K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
6.2K+ 5.46% |
$337K - $353K
|
120K
$6.73M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.78KNew |
$260K - $272K
|
4.78K
$269K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
4.67K+ 8.29% |
$254K - $266K
|
61K
$3.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.66K+ 0.53% |
$253K - $265K
|
884K
$49.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.42K+ 0.87% |
$240K - $251K
|
511K
$28.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.38K+ 3.14% |
$238K - $249K
|
144K
$8.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4K+ 31.63% |
$217K - $227K
|
16.6K
$935K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.81KNew |
$207K - $217K
|
3.81K
$214K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.69K+ 7.01% |
$200K - $210K
|
56.4K
$3.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.6KNew |
$195K - $204K
|
3.6K
$202K
|
|
|
Jan 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
3.54KNew |
$192K - $201K
|
3.54K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.45K+ 64.6% |
$187K - $196K
|
8.8K
$494K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.02K+ 51.3% |
$164K - $172K
|
8.9K
$500K
|
|