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 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-22- 0.15% |
$1.7K - $1.83K
|
14.8K
$1.28M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23- 1.61% |
$1.78K - $1.91K
|
1.41K
$122K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-26- 0.73% |
$2.01K - $2.16K
|
3.54K
$308K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-28- 40.0% |
$2.17K - $2.32K
|
42
$3.65K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-30- 0.2% |
$2.32K - $2.49K
|
15.3K
$1.33M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33- 0.05% |
$2.56K - $2.74K
|
64.3K
$5.58M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34- 5.15% |
$2.63K - $2.82K
|
626
$54.4K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 19.34% |
$2.71K - $2.9K
|
146
$12.7K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-36- 1.06% |
$2.79K - $2.99K
|
3.38K
$293K
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-48- 0.21% |
$3.72K - $3.98K
|
22.4K
$1.94M
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-54- 0.35% |
$4.18K - $4.48K
|
15.3K
$1.33M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-55- 0.13% |
$4.26K - $4.56K
|
43.1K
$3.75M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-60- 2.43% |
$4.65K - $4.98K
|
2.41K
$210K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-63- 0.35% |
$4.88K - $5.23K
|
17.7K
$1.54M
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-67- 31.16% |
$5.19K - $5.56K
|
148
$12.9K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-72- 5.31% |
$5.57K - $5.97K
|
1.28K
$111K
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-77- 0.5% |
$5.96K - $6.39K
|
15.3K
$1.33M
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-82- 2.85% |
$6.35K - $6.8K
|
2.8K
$243K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87- 0.22% |
$6.74K - $7.22K
|
38.8K
$3.37M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-88- 0.33% |
$6.81K - $7.3K
|
26.6K
$2.31M
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-90- 2.47% |
$6.97K - $7.47K
|
3.56K
$309K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-92- 0.12% |
$7.12K - $7.63K
|
76.4K
$6.64M
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-93- 0.92% |
$7.2K - $7.72K
|
10.1K
$874K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-96- 0.72% |
$7.43K - $7.97K
|
13.2K
$1.15M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-99- 3.86% |
$7.67K - $8.22K
|
2.47K
$214K
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-100- 2.39% |
$7.74K - $8.3K
|
4.08K
$354K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-113- 2.43% |
$8.75K - $9.38K
|
4.53K
$394K
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-120- 1.99% |
$9.29K - $9.96K
|
5.92K
$514K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-122- 1.39% |
$9.45K - $10.1K
|
8.63K
$750K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-124- 2.67% |
$9.6K - $10.3K
|
4.52K
$393K
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-128- 0.74% |
$9.91K - $10.6K
|
17.3K
$1.5M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-135- 45.0% |
$10.5K - $11.2K
|
165
$14.3K
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-146- 0.23% |
$11.3K - $12.1K
|
62.2K
$5.4M
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-150- 4.29% |
$11.6K - $12.4K
|
3.35K
$291K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-153- 0.98% |
$11.8K - $12.7K
|
15.5K
$1.35M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-156- 4.68% |
$12.1K - $12.9K
|
3.18K
$276K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-158- 1.04% |
$12.2K - $13.1K
|
15K
$1.31M
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-163- 65.46% |
$12.6K - $13.5K
|
86
$7.47K
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-166- 2.31% |
$12.9K - $13.8K
|
7.02K
$610K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-166- 3.93% |
$12.9K - $13.8K
|
4.06K
$352K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-175- 5.36% |
$13.6K - $14.5K
|
3.09K
$269K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-176- 6.2% |
$13.6K - $14.6K
|
2.67K
$232K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-176- 1.76% |
$13.6K - $14.6K
|
9.85K
$856K
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-177- 2.54% |
$13.7K - $14.7K
|
6.81K
$591K
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-181- 2.84% |
$14K - $15K
|
6.19K
$538K
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-189- 1.96% |
$14.6K - $15.7K
|
9.47K
$823K
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-194- 2.24% |
$15K - $16.1K
|
8.48K
$737K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-199- 15.62% |
$15.4K - $16.5K
|
1.08K
$93.4K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-211- 5.08% |
$16.3K - $17.5K
|
3.94K
$343K
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-219- 1.51% |
$17K - $18.2K
|
14.3K
$1.24M
|