Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.63M+ 238.62% |
$281M - $327M
|
5.15M
$396M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
597K+ 448.17% |
$46.2M - $53.8M
|
730K
$56.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
232K+ 414.15% |
$17.9M - $20.9M
|
288K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
216K+ 3477.76% |
$16.7M - $19.5M
|
222K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
181K+ 568.92% |
$14M - $16.3M
|
213K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
140K+ 847.03% |
$10.8M - $12.6M
|
157K
$12.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
87.6KNew |
$6.77M - $7.9M
|
87.6K
$6.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
79.1K+ 2737.29% |
$6.11M - $7.13M
|
81.9K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
71.7K+ 50.66% |
$5.54M - $6.46M
|
213K
$16.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.4K+ 153.4% |
$5.29M - $6.17M
|
113K
$8.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
58.1K+ 55.86% |
$4.49M - $5.24M
|
162K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.5K+ 18.09% |
$4.45M - $5.18M
|
375K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37.3KNew |
$2.89M - $3.36M
|
37.3K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
35.7K+ 482.6% |
$2.76M - $3.22M
|
43.1K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35K+ 321.28% |
$2.71M - $3.16M
|
45.9K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
34.6K+ 124.77% |
$2.68M - $3.12M
|
62.4K
$4.8M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
32.7KNew |
$2.53M - $2.95M
|
32.7K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.9K+ 32.49% |
$2.23M - $2.6M
|
118K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 18.02% |
$2.2M - $2.57M
|
187K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.1K+ 301.16% |
$1.71M - $1.99M
|
29.4K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.6KNew |
$1.59M - $1.86M
|
20.6K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
20.4K+ 22.73% |
$1.58M - $1.84M
|
110K
$8.48M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.2K+ 200.0% |
$1.56M - $1.82M
|
30.3K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
20.1K+ 2.41% |
$1.55M - $1.81M
|
854K
$65.7M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19.2K+ 2.08% |
$1.49M - $1.73M
|
942K
$72.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 50.23% |
$1.43M - $1.67M
|
55.4K
$4.26M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
18.5K+ 7.36% |
$1.43M - $1.66M
|
269K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.1K+ 5.82% |
$1.32M - $1.54M
|
311K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.8K+ 127.31% |
$1.3M - $1.51M
|
29.9K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16.5K+ 12.07% |
$1.28M - $1.49M
|
153K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.4K+ 136.41% |
$1.27M - $1.48M
|
28.5K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.2K+ 1.76% |
$1.25M - $1.46M
|
935K
$71.9M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 14.48% |
$1.22M - $1.42M
|
125K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.7K+ 400.48% |
$1.22M - $1.42M
|
19.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
15K+ 8.51% |
$1.16M - $1.36M
|
192K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15KNew |
$1.16M - $1.35M
|
15K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 20.23% |
$1.12M - $1.3M
|
86K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.3K+ 8.95% |
$1.03M - $1.2M
|
162K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8KNew |
$987K - $1.15M
|
12.8K
$982K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.7K+ 41.8% |
$983K - $1.15M
|
43.1K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.5K+ 35.64% |
$969K - $1.13M
|
47.7K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12.4K+ 1.68% |
$962K - $1.12M
|
752K
$57.8M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.9K+ 139.94% |
$923K - $1.08M
|
20.5K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7KNew |
$906K - $1.06M
|
11.7K
$901K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11.6KNew |
$899K - $1.05M
|
11.6K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 291.11% |
$836K - $975K
|
14.5K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 71.02% |
$822K - $959K
|
25.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 7.23% |
$821K - $957K
|
157K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.82K+ 4.28% |
$682K - $795K
|
215K
$16.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.56KNew |
$662K - $772K
|
8.56K
$658K
|