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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-50.5K- 44.66% |
$3.9M - $4.55M
|
62.6K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-53.8K- 94.23% |
$4.16M - $4.85M
|
3.3K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.1K- 43.46% |
$4.26M - $4.96M
|
71.6K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-79.5K- 53.27% |
$6.15M - $7.17M
|
69.8K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-83.1K- 19.29% |
$6.43M - $7.5M
|
348K
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-111K- 96.36% |
$8.57M - $9.99M
|
4.18K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-273K- 78.0% |
$21.1M - $24.6M
|
77.1K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-370K- 13.8% |
$28.6M - $33.3M
|
2.31M
$178M
|