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 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-930- 9.4% |
$72K - $77.2K
|
8.97K
$797K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-980- 11.69% |
$75.9K - $81.3K
|
7.41K
$658K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-996- 8.64% |
$77.1K - $82.6K
|
10.5K
$936K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.02K- 6.57% |
$78.9K - $84.6K
|
14.5K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.07K- 4.66% |
$83.1K - $89K
|
22K
$1.95M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.09K- 17.22% |
$84.7K - $90.8K
|
5.26K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.11K- 42.74% |
$85.6K - $91.8K
|
1.48K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.13K- 9.88% |
$87.3K - $93.5K
|
10.3K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.19K- 20.9% |
$91.9K - $98.5K
|
4.49K
$399K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.19K- 18.13% |
$92K - $98.6K
|
5.36K
$477K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.25K- 9.52% |
$96.4K - $103K
|
11.8K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.25K- 24.21% |
$96.6K - $103K
|
3.9K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.26K- 6.11% |
$97.3K - $104K
|
19.3K
$1.71M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.3K- 5.81% |
$100K - $108K
|
21K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.33K- 3.41% |
$103K - $110K
|
37.6K
$3.34M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.34K- 14.82% |
$103K - $111K
|
7.67K
$682K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.38K- 2.61% |
$107K - $115K
|
51.7K
$4.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.43K- 5.46% |
$111K - $119K
|
24.8K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.47K- 2.06% |
$114K - $122K
|
69.7K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.48K- 5.41% |
$115K - $123K
|
25.9K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.49K- 1.95% |
$115K - $124K
|
74.9K
$6.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.57K- 23.31% |
$121K - $130K
|
5.15K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 6.76% |
$128K - $137K
|
22.8K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.66K- 3.35% |
$128K - $137K
|
47.8K
$4.25M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.69K- 3.29% |
$131K - $140K
|
49.6K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.73K- 26.93% |
$134K - $144K
|
4.7K
$418K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.74K- 1.98% |
$134K - $144K
|
86K
$7.64M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.83K- 41.63% |
$141K - $152K
|
2.56K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.83K- 4.0% |
$142K - $152K
|
44K
$3.91M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.86K- 3.9% |
$144K - $155K
|
45.9K
$4.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.92K- 29.0% |
$149K - $159K
|
4.7K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-2.13K- 2.52% |
$165K - $177K
|
82.4K
$7.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.19K- 21.64% |
$169K - $181K
|
7.92K
$703K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.23K- 26.32% |
$172K - $185K
|
6.24K
$554K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.33K- 5.07% |
$180K - $193K
|
43.6K
$3.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.37K- 1.52% |
$184K - $197K
|
154K
$13.7M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.4K- 15.35% |
$186K - $199K
|
13.2K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-2.48K- 33.71% |
$192K - $206K
|
4.87K
$433K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.51K- 0.96% |
$195K - $208K
|
258K
$22.9M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.56K- 91.25% |
$198K - $212K
|
245
$21.8K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.71K- 28.14% |
$209K - $224K
|
6.91K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.86K- 42.38% |
$221K - $237K
|
3.88K
$345K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.02K- 4.72% |
$234K - $251K
|
61K
$5.42M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.06K- 21.08% |
$237K - $254K
|
11.5K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.06K- 17.95% |
$237K - $254K
|
14K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.12K- 42.86% |
$242K - $259K
|
4.16K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.19K- 42.55% |
$247K - $264K
|
4.3K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.26K- 3.31% |
$253K - $271K
|
95.3K
$8.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.31K- 7.94% |
$256K - $275K
|
38.4K
$3.41M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.47K- 18.61% |
$269K - $288K
|
15.2K
$1.35M
|