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 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.46KNew |
$654K - $762K
|
8.46K
$650K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.16K+ 66.38% |
$631K - $736K
|
20.5K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.51K+ 61.42% |
$581K - $677K
|
19.7K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.45K+ 2.49% |
$576K - $672K
|
306K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
7.14K+ 2.8% |
$552K - $644K
|
262K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
6.48K+ 38.15% |
$501K - $584K
|
23.5K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.47K+ 48.0% |
$500K - $584K
|
20K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.31K+ 3.51% |
$488K - $569K
|
186K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.26K+ 5.01% |
$484K - $564K
|
131K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.12K+ 8.33% |
$473K - $552K
|
79.6K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.07K+ 160.22% |
$470K - $548K
|
9.87K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.06K+ 105.36% |
$468K - $546K
|
11.8K
$908K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.88K+ 2.51% |
$455K - $530K
|
240K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.81K+ 6.57% |
$449K - $524K
|
94.2K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5.73K+ 4.22% |
$443K - $517K
|
141K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.57KNew |
$430K - $502K
|
5.57K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.46KNew |
$422K - $492K
|
5.46K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.97K+ 6.14% |
$384K - $448K
|
86K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.69K+ 39.13% |
$363K - $423K
|
16.7K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.68K+ 6.88% |
$362K - $422K
|
72.7K
$5.59M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.49K+ 12.57% |
$347K - $405K
|
40.2K
$3.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 58.44% |
$314K - $366K
|
11K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.99K+ 13.71% |
$309K - $360K
|
33.1K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.64K+ 0.28% |
$282K - $328K
|
1.31M
$101M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.56K+ 8.65% |
$275K - $321K
|
44.6K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.28K+ 3.15% |
$253K - $296K
|
107K
$8.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.91K+ 57.88% |
$225K - $262K
|
7.94K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.9K+ 26.01% |
$224K - $261K
|
14K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 218.81% |
$221K - $258K
|
4.17K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.8KNew |
$216K - $252K
|
2.8K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.78K+ 18.83% |
$215K - $251K
|
17.5K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.57K+ 40.09% |
$199K - $232K
|
8.97K
$690K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.44K+ 22.32% |
$188K - $220K
|
13.3K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.4K+ 2.09% |
$186K - $217K
|
117K
$9.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.38K+ 4.33% |
$184K - $215K
|
57.4K
$4.41M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
2.34K+ 5.91% |
$181K - $211K
|
42K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.32K+ 5.01% |
$179K - $209K
|
48.5K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 73.77% |
$164K - $191K
|
5K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.09K+ 6.61% |
$162K - $189K
|
33.8K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.08K+ 13.37% |
$161K - $187K
|
17.6K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 16.58% |
$136K - $159K
|
12.4K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.66K+ 16.81% |
$129K - $150K
|
11.6K
$889K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.64K+ 1.5% |
$127K - $148K
|
111K
$8.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 0.63% |
$124K - $145K
|
256K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.48K+ 4.63% |
$115K - $134K
|
33.6K
$2.58M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.47K+ 4.38% |
$114K - $132K
|
35K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.45K+ 2.86% |
$112K - $131K
|
52.3K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.42K+ 12.79% |
$110K - $128K
|
12.5K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 8.12% |
$107K - $125K
|
18.5K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.31K+ 9.2% |
$101K - $118K
|
15.5K
$1.19M
|