Purchases and Sales Made in Q1 2024 in Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.78K+ 1.05% |
$138K - $148K
|
172K
$14.9M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.75K+ 4.22% |
$136K - $145K
|
43.3K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.73K+ 7.86% |
$134K - $143K
|
23.7K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.69KNew |
$131K - $140K
|
1.69K
$147K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.66K+ 9.99% |
$128K - $138K
|
18.3K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 1.27% |
$124K - $132K
|
127K
$11.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 4.11% |
$123K - $132K
|
40.2K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.58K+ 28.28% |
$122K - $131K
|
7.17K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 3.42% |
$120K - $129K
|
47.1K
$4.09M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.5K+ 13.96% |
$116K - $124K
|
12.2K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.48KNew |
$115K - $123K
|
1.48K
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 44.87% |
$112K - $120K
|
4.68K
$406K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 6.16% |
$106K - $114K
|
23.7K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36K+ 15.31% |
$105K - $113K
|
10.3K
$891K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 19.02% |
$96.6K - $103K
|
7.8K
$678K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.2K+ 3.9% |
$93.1K - $99.7K
|
32K
$2.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.13KNew |
$87.3K - $93.6K
|
1.13K
$98K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.07K+ 1.21% |
$82.8K - $88.7K
|
89.1K
$7.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.02KNew |
$78.7K - $84.3K
|
1.02K
$88.3K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.01K+ 21.8% |
$78.2K - $83.8K
|
5.64K
$490K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
963+ 14.05% |
$74.6K - $79.9K
|
7.82K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
853+ 7108.33% |
$66K - $70.8K
|
865
$75.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
830New |
$64.3K - $68.9K
|
830
$72.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
824+ 0.29% |
$63.8K - $68.4K
|
285K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
801+ 31.77% |
$62K - $66.5K
|
3.32K
$289K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
758+ 1.51% |
$58.7K - $62.9K
|
51.1K
$4.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
754+ 4.89% |
$58.4K - $62.6K
|
16.2K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
726+ 0.59% |
$56.2K - $60.2K
|
124K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
720+ 1.29% |
$55.7K - $59.7K
|
56.4K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
713New |
$55.2K - $59.2K
|
713
$62K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
701+ 0.95% |
$54.3K - $58.2K
|
74.5K
$6.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
666+ 0.57% |
$51.6K - $55.3K
|
117K
$10.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
664+ 1.18% |
$51.4K - $55.1K
|
57.1K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
650+ 1.87% |
$50.3K - $53.9K
|
35.3K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
630+ 7.64% |
$48.8K - $52.3K
|
8.88K
$771K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
610+ 3.62% |
$47.2K - $50.6K
|
17.5K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
593+ 40.64% |
$45.9K - $49.2K
|
2.05K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
587+ 1.88% |
$45.5K - $48.7K
|
31.8K
$2.76M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
572+ 4.69% |
$44.3K - $47.5K
|
12.8K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
566+ 13.58% |
$43.8K - $47K
|
4.74K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
546+ 7.82% |
$42.3K - $45.3K
|
7.53K
$654K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
544+ 1.05% |
$42.1K - $45.1K
|
52.4K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
526+ 11.91% |
$40.7K - $43.6K
|
4.94K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
521+ 2.99% |
$40.3K - $43.2K
|
18K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
520+ 4.51% |
$40.3K - $43.1K
|
12K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
510+ 178.32% |
$39.5K - $42.3K
|
796
$69.2K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
473+ 3.82% |
$36.6K - $39.2K
|
12.8K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
459New |
$35.5K - $38.1K
|
459
$39.9K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
451+ 1.53% |
$34.9K - $37.4K
|
29.9K
$2.6M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
406+ 3.52% |
$31.4K - $33.7K
|
12K
$1.04M
|