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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
232K+ 414.15% |
$17.9M - $20.9M
|
288K
$22.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
87.6KNew |
$6.77M - $7.9M
|
87.6K
$6.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11.6KNew |
$899K - $1.05M
|
11.6K
$908K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.47K+ 48.0% |
$500K - $584K
|
20K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 58.44% |
$314K - $366K
|
11K
$859K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.57K+ 40.09% |
$199K - $232K
|
8.97K
$701K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
2.34K+ 5.91% |
$181K - $211K
|
42K
$3.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.06K+ 1.97% |
$82.1K - $95.7K
|
54.9K
$4.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.01K+ 12.14% |
$78.2K - $91.2K
|
9.34K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
823+ 0.66% |
$63.6K - $74.2K
|
125K
$9.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
621+ 11.46% |
$48K - $56K
|
6.04K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
619+ 3.58% |
$47.9K - $55.8K
|
17.9K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
568+ 9.5% |
$43.9K - $51.2K
|
6.55K
$511K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
224+ 5.69% |
$17.3K - $20.2K
|
4.16K
$325K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76New |
$5.88K - $6.85K
|
76
$5.94K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
62+ 1.16% |
$4.79K - $5.59K
|
5.4K
$422K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.11% |
$464 - $541
|
5.42K
$423K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.02% |
$155 - $180
|
8.31K
$649K
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1+ 0.02% |
$77.3 - $90.2
|
5.45K
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-16- 0.06% |
$1.24K - $1.44K
|
25.8K
$2.01M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 12.31% |
$1.86K - $2.16K
|
171
$13.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 1.67% |
$4.25K - $4.96K
|
3.23K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-73- 20.8% |
$5.65K - $6.58K
|
278
$21.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-78- 98.73% |
$6.03K - $7.03K
|
1
$78.1
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-103- 1.88% |
$7.96K - $9.29K
|
5.38K
$420K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-109- 2.97% |
$8.43K - $9.83K
|
3.56K
$278K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-279- 2.11% |
$21.6K - $25.2K
|
12.9K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-305- 38.08% |
$23.6K - $27.5K
|
496
$38.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-394- 38.78% |
$30.5K - $35.5K
|
622
$48.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-437- 4.16% |
$33.8K - $39.4K
|
10.1K
$787K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-725- 14.61% |
$56.1K - $65.4K
|
4.24K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.25K- 5.69% |
$96.5K - $113K
|
20.7K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.07K- 3.67% |
$160K - $187K
|
54.3K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 10.48% |
$194K - $226K
|
21.4K
$1.67M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.9K- 16.46% |
$456K - $532K
|
29.9K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-14.8K- 6.35% |
$1.14M - $1.33M
|
218K
$17M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-15.7K- 24.95% |
$1.21M - $1.41M
|
47.1K
$3.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-43.2K- 93.6% |
$3.34M - $3.9M
|
2.96K
$231K
|