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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.54K- 11.56% |
$274K - $294K
|
27.1K
$2.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.59K- 13.08% |
$278K - $297K
|
23.8K
$2.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.6K- 1.13% |
$279K - $299K
|
315K
$27.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-3.69K- 41.82% |
$285K - $306K
|
5.13K
$446K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.82K- 85.04% |
$296K - $317K
|
672
$58.4K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.04K- 51.92% |
$313K - $335K
|
3.74K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.96K- 22.52% |
$384K - $411K
|
17K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.07K- 46.63% |
$392K - $421K
|
5.8K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.29K- 20.76% |
$410K - $439K
|
20.2K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.36K- 23.22% |
$415K - $445K
|
17.7K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.4K- 2.67% |
$418K - $448K
|
197K
$17.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-5.42K- 8.98% |
$420K - $450K
|
54.9K
$4.77M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.56K- 0.42% |
$430K - $461K
|
1.33M
$115M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.59K- 4.64% |
$433K - $464K
|
115K
$9.99M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.01K- 2.26% |
$465K - $498K
|
260K
$22.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.55K- 13.17% |
$507K - $543K
|
43.2K
$3.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.57K- 29.68% |
$509K - $545K
|
15.6K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-6.65K- 26.95% |
$515K - $552K
|
18K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.71K- 2.41% |
$520K - $557K
|
272K
$23.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.83K- 12.09% |
$607K - $650K
|
56.9K
$4.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-7.86K- 53.14% |
$609K - $652K
|
6.93K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.86K- 53.14% |
$609K - $652K
|
6.93K
$602K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-8K- 33.77% |
$620K - $664K
|
15.7K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-8.3K- 52.2% |
$643K - $689K
|
7.6K
$660K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.54K- 7.13% |
$661K - $708K
|
111K
$9.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.59K- 5.46% |
$665K - $713K
|
149K
$12.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.61K- 22.29% |
$667K - $714K
|
30K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-8.64K- 53.98% |
$669K - $717K
|
7.37K
$640K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.11K- 3.95% |
$706K - $756K
|
221K
$19.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-9.2K- 7.25% |
$713K - $764K
|
118K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-9.62K- 27.93% |
$745K - $798K
|
24.8K
$2.16M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-10.7K- 20.2% |
$828K - $887K
|
42.2K
$3.67M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.9K- 4.77% |
$845K - $906K
|
218K
$18.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-11.2K- 19.42% |
$866K - $928K
|
46.4K
$4.03M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-12.7K- 6.1% |
$980K - $1.05M
|
195K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 3.63% |
$1.07M - $1.14M
|
366K
$31.8M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.8K- 8.1% |
$1.07M - $1.15M
|
157K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 22.85% |
$1.14M - $1.22M
|
49.6K
$4.31M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.7K- 3.18% |
$1.22M - $1.31M
|
479K
$41.6M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-16.9K- 8.23% |
$1.31M - $1.41M
|
189K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.6K- 43.41% |
$1.44M - $1.54M
|
24.2K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-19.7K- 5.47% |
$1.52M - $1.63M
|
339K
$29.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20.1K- 72.7% |
$1.55M - $1.66M
|
7.53K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.3K- 12.27% |
$1.65M - $1.76M
|
152K
$13.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-23.3K- 22.03% |
$1.8M - $1.93M
|
82.4K
$7.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-39.5K- 59.12% |
$3.06M - $3.28M
|
27.3K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-43K- 23.1% |
$3.33M - $3.57M
|
143K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-46.4K- 42.02% |
$3.59M - $3.85M
|
64.1K
$5.57M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-46.6K- 5.12% |
$3.61M - $3.86M
|
864K
$75.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.5K- 92.24% |
$4.22M - $4.52M
|
4.59K
$399K
|