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 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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.6K+ 0.84% |
$2.1M - $2.2M
|
4.64M
$260M
|
|
|
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 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 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
16.6KNew |
$903K - $946K
|
16.6K
$935K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.3K+ 10.27% |
$614K - $643K
|
121K
$6.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.97K+ 27.63% |
$378K - $396K
|
32.2K
$1.81M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.78KNew |
$260K - $272K
|
4.78K
$269K
|
|
|
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 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
3.54KNew |
$192K - $201K
|
3.54K
$199K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
2.49K+ 1.6% |
$135K - $141K
|
157K
$8.84M
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.7K+ 0.37% |
$92.2K - $96.5K
|
463K
$26M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
875+ 5.71% |
$47.5K - $49.7K
|
16.2K
$910K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
721+ 4.55% |
$39.1K - $41K
|
16.6K
$931K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
250New |
$13.6K - $14.2K
|
250
$14K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
110+ 1.28% |
$5.97K - $6.25K
|
8.7K
$489K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37+ 0.14% |
$2.01K - $2.1K
|
26.9K
$1.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
13+ 0.05% |
$706 - $739
|
27.7K
$1.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9+ 0.17% |
$488 - $512
|
5.28K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.07% |
$217 - $227
|
5.72K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$217 - $227
|
13.8K
$773K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4M+ 682.83% |
$1.01B - $1.07B
|
22.2M
$1.25B
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.46MNew |
$233M - $247M
|
4.46M
$251M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.68M+ 16.13% |
$140M - $148M
|
19.3M
$1.08B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3M+ 2.88% |
$67.8M - $71.9M
|
46.4M
$2.61B
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.24MNew |
$64.9M - $68.9M
|
1.24M
$69.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
826K+ 18.8% |
$43.1M - $45.7M
|
5.22M
$293M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
672K+ 4545.73% |
$35M - $37.2M
|
687K
$38.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
662K+ 10.02% |
$34.5M - $36.6M
|
7.27M
$408M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656K+ 9.64% |
$34.2M - $36.3M
|
7.46M
$419M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
643K+ 0.79% |
$33.5M - $35.6M
|
81.7M
$4.59B
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
544K+ 12.98% |
$28.3M - $30.1M
|
4.73M
$266M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
509K+ 19.52% |
$26.5M - $28.2M
|
3.12M
$175M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
507K+ 13.26% |
$26.4M - $28M
|
4.33M
$243M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
437K+ 62.87% |
$22.8M - $24.2M
|
1.13M
$63.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
403K+ 13.19% |
$21M - $22.3M
|
3.45M
$194M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
398K+ 10.73% |
$20.7M - $22M
|
4.11M
$231M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
394K+ 7.56% |
$20.6M - $21.8M
|
5.61M
$315M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
377KNew |
$19.7M - $20.9M
|
377K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
319K+ 32.37% |
$16.6M - $17.7M
|
1.31M
$73.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
305K+ 3.68% |
$15.9M - $16.9M
|
8.58M
$482M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 14.34% |
$12.5M - $13.3M
|
1.91M
$108M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
237K+ 2.86% |
$12.3M - $13.1M
|
8.51M
$478M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
198KNew |
$10.3M - $10.9M
|
198K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197K+ 9.41% |
$10.3M - $10.9M
|
2.29M
$129M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
162K+ 3.7% |
$8.46M - $8.98M
|
4.55M
$255M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
159K+ 10.83% |
$8.29M - $8.8M
|
1.63M
$91.5M
|
|