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 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 27, 2026
Q4 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
163K+ 102.15% |
$8.84M - $9.26M
|
322K
$18.1M
|
|
|
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 27, 2026
Q4 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
109KNew |
$5.91M - $6.19M
|
109K
$6.11M
|
|
|
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 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
74.6KNew |
$4.05M - $4.24M
|
74.6K
$4.19M
|
|
|
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 27, 2026
Q4 2025
|
Breachway Investments LLC
Charlestown, RI |
BUY
|
- |
47.2KNew |
$2.56M - $2.68M
|
47.2K
$2.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
42.3K+ 52.88% |
$2.29M - $2.4M
|
122K
$6.86M
|
|
|
Jan 27, 2026
Q4 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
39.7K+ 32.13% |
$2.16M - $2.26M
|
163K
$9.17M
|
|
|
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 27, 2026
Q4 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.5K+ 8.38% |
$1.17M - $1.22M
|
278K
$15.6M
|
|
|
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 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
16.3KNew |
$887K - $929K
|
16.3K
$918K
|
|
|
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
|
|