Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.2K+ 155.73% |
$64.9K - $68K
|
1.96K
$110K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
19.7K+ 9.72% |
$1.07M - $1.12M
|
222K
$12.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
94.7K+ 8.09% |
$5.14M - $5.38M
|
1.27M
$71.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-79- 0.92% |
$4.29K - $4.49K
|
8.53K
$479K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
504+ 1.47% |
$27.4K - $28.7K
|
34.7K
$1.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
384New |
$20.8K - $21.8K
|
384
$21.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.33KNew |
$289K - $303K
|
5.33K
$299K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40+ 11.27% |
$2.17K - $2.27K
|
395
$22.2K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
7.38KNew |
$401K - $420K
|
7.38K
$415K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.84K- 1.48% |
$99.9K - $105K
|
122K
$6.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.73K+ 3.66% |
$257K - $269K
|
134K
$7.53M
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3+ 0.02% |
$163 - $171
|
12.5K
$700K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.26K- 3.46% |
$286K - $299K
|
147K
$8.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.01K- 6.63% |
$109K - $114K
|
28.3K
$1.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
462New |
$25.1K - $26.3K
|
462
$26K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-381- 0.95% |
$20.7K - $21.7K
|
39.5K
$2.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16K- 9.23% |
$867K - $909K
|
157K
$8.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20K+ 6.03% |
$1.09M - $1.14M
|
352K
$19.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-100- 0.18% |
$5.43K - $5.69K
|
54.4K
$3.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.37K- 3.1% |
$74.5K - $78.1K
|
43K
$2.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.02KNew |
$55.4K - $58K
|
1.02K
$57.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.11% |
$271 - $284
|
4.52K
$254K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-11.2K- 3.26% |
$610K - $639K
|
334K
$18.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
113K+ 514.53% |
$6.14M - $6.43M
|
135K
$7.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-318- 0.58% |
$17.3K - $18.1K
|
54.4K
$3.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
492+ 9.47% |
$26.7K - $28K
|
5.69K
$319K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-957- 8.28% |
$51.9K - $54.4K
|
10.6K
$596K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.03K+ 33.59% |
$110K - $115K
|
8.08K
$454K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.16KNew |
$117K - $123K
|
2.16K
$121K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
475+ 11.14% |
$25.8K - $27K
|
4.74K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
17.2K+ 4.03% |
$933K - $978K
|
444K
$24.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
237+ 2.8% |
$12.9K - $13.5K
|
8.7K
$489K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.01K+ 7.28% |
$54.6K - $57.2K
|
14.8K
$834K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
38+ 0.44% |
$2.06K - $2.16K
|
8.72K
$490K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
931+ 19.0% |
$50.5K - $52.9K
|
5.83K
$328K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-106- 3.77% |
$5.75K - $6.03K
|
2.71K
$152K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
130+ 6.8% |
$7.06K - $7.39K
|
2.04K
$115K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 12.69% |
$60.2K - $63.1K
|
9.86K
$554K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-393- 3.15% |
$21.3K - $22.3K
|
12.1K
$679K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-361- 1.58% |
$19.6K - $20.5K
|
22.5K
$1.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
88+ 1.23% |
$4.78K - $5K
|
7.24K
$407K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
322+ 1.54% |
$17.5K - $18.3K
|
21.2K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
42+ 0.52% |
$2.28K - $2.39K
|
8.2K
$460K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
372+ 41.15% |
$20.2K - $21.1K
|
1.28K
$71.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.94K- 4.55% |
$159K - $167K
|
61.6K
$3.46M
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
737+ 4.38% |
$40K - $41.9K
|
17.6K
$987K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
6.77KNew |
$367K - $385K
|
6.77K
$380K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.94K- 0.56% |
$105K - $110K
|
343K
$19.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.62K- 1.91% |
$305K - $319K
|
289K
$16.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-248K- 72.98% |
$13.4M - $14.1M
|
91.7K
$5.15M
|
|