Purchases and Sales Made in Q4 2024 in Spdr S&P 600 Small Cap Growth (SLYG)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Growth (SLYG) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
765K+ 10066.1% |
$68.8M - $77M
|
773K
$72.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
40.5KNew |
$3.64M - $4.08M
|
40.5K
$3.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.4KNew |
$2.65M - $2.96M
|
29.4K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
25K+ 31.67% |
$2.24M - $2.51M
|
104K
$9.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
23.1KNew |
$2.08M - $2.33M
|
23.1K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
14.5K+ 12.13% |
$1.3M - $1.46M
|
134K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.6K+ 37.81% |
$1.22M - $1.37M
|
49.6K
$4.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 50.61% |
$1.19M - $1.34M
|
39.5K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
10.8KNew |
$975K - $1.09M
|
10.8K
$1.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
7.08K+ 3.55% |
$636K - $713K
|
206K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.43K+ 36.81% |
$578K - $647K
|
23.9K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.42K+ 3.52% |
$397K - $445K
|
130K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.37K+ 44.61% |
$393K - $440K
|
14.2K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.11K+ 23.27% |
$370K - $414K
|
21.8K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4KNew |
$360K - $403K
|
4K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.83KNew |
$344K - $385K
|
3.83K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.74KNew |
$336K - $376K
|
3.74K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.66K+ 1.58% |
$329K - $368K
|
236K
$22.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 35.73% |
$313K - $350K
|
13.2K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
3.43K+ 15.94% |
$309K - $345K
|
25K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.37K+ 50.95% |
$303K - $339K
|
9.98K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3KNew |
$270K - $302K
|
3K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.92KNew |
$262K - $294K
|
2.92K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.62KNew |
$235K - $264K
|
2.62K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.54KNew |
$229K - $256K
|
2.54K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.36K+ 7.42% |
$212K - $238K
|
34.2K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 0.79% |
$161K - $180K
|
229K
$21.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.75K+ 3.32% |
$157K - $176K
|
54.3K
$5.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.74K+ 47.18% |
$157K - $175K
|
5.43K
$510K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 21.91% |
$156K - $174K
|
9.64K
$905K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.69K+ 2.45% |
$152K - $170K
|
70.7K
$6.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.58K+ 37.52% |
$142K - $159K
|
5.8K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54K+ 65.8% |
$139K - $155K
|
3.89K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 12.18% |
$138K - $154K
|
14.1K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5K+ 12.78% |
$135K - $151K
|
13.2K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.47K+ 11.56% |
$132K - $148K
|
14.2K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.44K+ 2.87% |
$129K - $145K
|
51.5K
$4.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.31K+ 3.69% |
$118K - $132K
|
36.8K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.21K+ 0.48% |
$109K - $122K
|
254K
$23.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.78% |
$108K - $121K
|
68.7K
$6.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 1.25% |
$105K - $118K
|
95.1K
$8.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.12K+ 4.64% |
$101K - $113K
|
25.3K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.09K+ 11.64% |
$98.1K - $110K
|
10.5K
$982K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
997+ 4.41% |
$89.6K - $100K
|
23.6K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
992+ 1.15% |
$89.2K - $99.9K
|
87K
$8.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
942+ 23.31% |
$84.7K - $94.8K
|
4.98K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
915+ 23.01% |
$82.3K - $92.1K
|
4.89K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
912+ 2.26% |
$82K - $91.8K
|
41.3K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
902+ 7.75% |
$81.1K - $90.8K
|
12.5K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
739+ 9.0% |
$66.4K - $74.4K
|
8.95K
$840K
|