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 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
451+ 1.53% |
$34.9K - $37.4K
|
29.9K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
406+ 3.52% |
$31.4K - $33.7K
|
12K
$852K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
405+ 1.1% |
$31.4K - $33.6K
|
37.4K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
397+ 1.78% |
$30.7K - $32.9K
|
22.7K
$1.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
382+ 0.19% |
$29.6K - $31.7K
|
196K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
361+ 0.16% |
$28K - $30K
|
224K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
360+ 5.07% |
$27.9K - $29.9K
|
7.46K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
350New |
$27.1K - $29K
|
350
$25K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
348New |
$26.9K - $28.9K
|
348
$24.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
298+ 5.83% |
$23.1K - $24.7K
|
5.41K
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
273+ 3.07% |
$21.1K - $22.7K
|
9.18K
$654K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
267+ 3.94% |
$20.7K - $22.2K
|
7.04K
$502K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
258New |
$20K - $21.4K
|
258
$18.4K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229+ 0.24% |
$17.7K - $19K
|
97K
$6.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
227+ 1.44% |
$17.6K - $18.8K
|
16K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
222+ 0.9% |
$17.2K - $18.4K
|
25K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
204+ 2.19% |
$15.8K - $16.9K
|
9.53K
$680K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
189+ 0.29% |
$14.6K - $15.7K
|
64.3K
$4.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
186+ 7.23% |
$14.4K - $15.4K
|
2.76K
$197K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
184+ 1.67% |
$14.2K - $15.3K
|
11.2K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
182+ 6.46% |
$14.1K - $15.1K
|
3K
$214K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
180+ 2250.0% |
$13.9K - $14.9K
|
188
$13.4K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
178+ 3.87% |
$13.8K - $14.8K
|
4.78K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
170New |
$13.2K - $14.1K
|
170
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
169New |
$13.1K - $14K
|
169
$12K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
166+ 0.52% |
$12.9K - $13.8K
|
32K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
164+ 4.33% |
$12.7K - $13.6K
|
3.95K
$282K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
162+ 6.09% |
$12.5K - $13.4K
|
2.82K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
151+ 5.53% |
$11.7K - $12.5K
|
2.88K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
146+ 2.77% |
$11.3K - $12.1K
|
5.41K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
145+ 0.25% |
$11.2K - $12K
|
59.3K
$4.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
141+ 0.61% |
$10.9K - $11.7K
|
23.4K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
131+ 2.58% |
$10.1K - $10.9K
|
5.21K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
113+ 1.48% |
$8.75K - $9.38K
|
7.73K
$551K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
110+ 2.64% |
$8.52K - $9.13K
|
4.27K
$304K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
105+ 218.75% |
$8.13K - $8.71K
|
153
$10.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
92+ 3.51% |
$7.12K - $7.63K
|
2.72K
$194K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
92+ 0.16% |
$7.12K - $7.63K
|
58.3K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
88+ 2.5% |
$6.81K - $7.3K
|
3.6K
$257K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85New |
$6.58K - $7.05K
|
85
$6.06K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
84+ 2.91% |
$6.5K - $6.97K
|
2.97K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
84+ 0.55% |
$6.5K - $6.97K
|
15.3K
$1.09M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
64New |
$4.96K - $5.31K
|
64
$4.56K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
60+ 1.63% |
$4.65K - $4.98K
|
3.73K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
55+ 0.46% |
$4.26K - $4.56K
|
12K
$857K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
54+ 0.14% |
$4.18K - $4.48K
|
39.7K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
51+ 0.21% |
$3.95K - $4.23K
|
24.1K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
50New |
$3.87K - $4.15K
|
50
$3.57K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50New |
$3.87K - $4.15K
|
50
$3.57K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
48+ 1.91% |
$3.72K - $3.98K
|
2.56K
$183K
|