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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-248K- 72.98% |
$13.4M - $14.1M
|
91.7K
$5.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-77.7K- 13.64% |
$4.22M - $4.42M
|
492K
$27.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-40.4K- 11.62% |
$2.19M - $2.3M
|
308K
$17.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-21.1K- 62.02% |
$1.15M - $1.2M
|
12.9K
$726K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-18.5K- 17.91% |
$1M - $1.05M
|
84.6K
$4.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-17.9K- 17.14% |
$970K - $1.02M
|
86.4K
$4.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-16.2K- 3.35% |
$877K - $919K
|
466K
$26.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16K- 9.23% |
$867K - $909K
|
157K
$8.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 2.5% |
$676K - $709K
|
487K
$27.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-11.2K- 3.26% |
$610K - $639K
|
334K
$18.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-8.95K- 3.86% |
$486K - $509K
|
223K
$12.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8.81K- 6.59% |
$478K - $501K
|
125K
$7.01M
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-7.48K- 3.81% |
$406K - $425K
|
189K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-7.16K- 12.11% |
$389K - $407K
|
52K
$2.92M
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-6.95K- 7.08% |
$377K - $395K
|
91.1K
$5.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.64K- 1.09% |
$360K - $377K
|
604K
$33.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.62K- 1.91% |
$305K - $319K
|
289K
$16.2M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.26K- 3.46% |
$286K - $299K
|
147K
$8.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.97K- 2.93% |
$270K - $283K
|
165K
$9.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.51K- 0.8% |
$245K - $256K
|
558K
$31.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4.1K- 6.36% |
$222K - $233K
|
60.3K
$3.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.65K- 7.55% |
$198K - $207K
|
44.7K
$2.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-3.44K- 5.41% |
$186K - $195K
|
60K
$3.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.03K- 2.73% |
$165K - $172K
|
108K
$6.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-2.95K- 7.65% |
$160K - $168K
|
35.6K
$2M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.94K- 4.55% |
$159K - $167K
|
61.6K
$3.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.85K- 34.6% |
$155K - $162K
|
5.39K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-2.82K- 40.83% |
$153K - $160K
|
4.09K
$230K
|
|
|
Jan 23, 2026
Q4 2025
|
Lansing Street Advisors
|
SELL
|
- |
-2.72K- 16.03% |
$147K - $154K
|
14.2K
$799K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.45K- 14.89% |
$133K - $139K
|
14K
$786K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-2.31K- 38.63% |
$125K - $131K
|
3.67K
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-2.3K- 5.65% |
$125K - $131K
|
38.4K
$2.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.02K- 28.64% |
$110K - $115K
|
5.04K
$283K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.01K- 6.63% |
$109K - $114K
|
28.3K
$1.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.97K- 0.37% |
$107K - $112K
|
534K
$30M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.94K- 0.56% |
$105K - $110K
|
343K
$19.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.84K- 1.48% |
$99.9K - $105K
|
122K
$6.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-1.76K- 1.27% |
$95.4K - $99.9K
|
136K
$7.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.37K- 3.1% |
$74.5K - $78.1K
|
43K
$2.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.35K- 7.64% |
$73.5K - $77K
|
16.4K
$920K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 5.28% |
$72.2K - $75.7K
|
23.9K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 0.36% |
$67.1K - $70.3K
|
342K
$19.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-1.2K- 7.98% |
$64.9K - $67.9K
|
13.8K
$774K
|
|
|
Jan 23, 2026
Q4 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.06K- 0.72% |
$57.6K - $60.3K
|
145K
$8.17M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.05K- 9.96% |
$56.8K - $59.5K
|
9.45K
$531K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-972- 1.92% |
$52.8K - $55.3K
|
49.6K
$2.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-957- 8.28% |
$51.9K - $54.4K
|
10.6K
$596K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-881- 1.36% |
$47.8K - $50.1K
|
64K
$3.59M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-799- 3.61% |
$43.4K - $45.4K
|
21.3K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-737- 0.17% |
$40K - $41.9K
|
442K
$24.8M
|
|