Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
569KNew |
$30.9M - $32.3M
|
569K
$31.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
425K+ 8161.81% |
$23.1M - $24.2M
|
431K
$24.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
400K+ 234.75% |
$21.7M - $22.7M
|
570K
$32M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
381K+ 12.23% |
$20.7M - $21.7M
|
3.5M
$197M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
232K+ 2.73% |
$12.6M - $13.2M
|
8.74M
$491M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
186K+ 105.17% |
$10.1M - $10.6M
|
363K
$20.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
169K+ 94.22% |
$9.17M - $9.61M
|
348K
$19.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
163K+ 7.69% |
$8.87M - $9.29M
|
2.29M
$129M
|
|
|
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 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
113K+ 514.53% |
$6.14M - $6.43M
|
135K
$7.59M
|
|
|
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 27, 2026
Q4 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
99.4K+ 42.22% |
$5.39M - $5.65M
|
335K
$18.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
94.7K+ 8.09% |
$5.14M - $5.38M
|
1.27M
$71.1M
|
|
|
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 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
49.2K+ 10.88% |
$2.67M - $2.8M
|
501K
$28.2M
|
|
|
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 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
28.4KNew |
$1.54M - $1.62M
|
28.4K
$1.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23.3K+ 65.49% |
$1.26M - $1.32M
|
58.8K
$3.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22.6K+ 2.94% |
$1.23M - $1.28M
|
791K
$44.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20K+ 6.03% |
$1.09M - $1.14M
|
352K
$19.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
19.7K+ 9.72% |
$1.07M - $1.12M
|
222K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
17.2K+ 4.03% |
$933K - $978K
|
444K
$24.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
16.6KNew |
$903K - $946K
|
16.6K
$935K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.5K+ 25.19% |
$841K - $881K
|
77K
$4.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
15.3KNew |
$832K - $871K
|
15.3K
$861K
|
|
|
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 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
12.7K+ 3.55% |
$688K - $721K
|
370K
$20.8M
|
|
|
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 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
10.6K+ 0.26% |
$576K - $604K
|
4.09M
$229M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.99K+ 7.37% |
$542K - $568K
|
146K
$8.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9.4K+ 1.93% |
$510K - $534K
|
496K
$27.9M
|
|
|
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
|
|