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 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.3K+ 8.01% |
$100K - $117K
|
17.5K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.91% |
$96K - $112K
|
66.1K
$5.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.19K+ 444.4% |
$92.1K - $107K
|
1.46K
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.15K+ 0.53% |
$88.8K - $104K
|
217K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.13K+ 5.12% |
$87.4K - $102K
|
23.2K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.11K+ 8.07% |
$85.8K - $100K
|
14.9K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1K+ 0.64% |
$85.3K - $99.4K
|
174K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.07K+ 0.97% |
$82.9K - $96.7K
|
112K
$8.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.06K+ 1.97% |
$82.1K - $95.7K
|
54.9K
$4.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$80.3K - $93.6K
|
1.04K
$79.8K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.02K+ 13.67% |
$79K - $92.1K
|
8.49K
$653K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.01K+ 12.14% |
$78.2K - $91.2K
|
9.34K
$718K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
990+ 5.44% |
$76.6K - $89.3K
|
19.2K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
878+ 12.55% |
$67.9K - $79.2K
|
7.87K
$606K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
823+ 0.66% |
$63.6K - $74.2K
|
125K
$9.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
800+ 0.73% |
$61.9K - $72.1K
|
111K
$8.51M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
796+ 0.59% |
$61.6K - $71.8K
|
135K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
793+ 17.54% |
$61.3K - $71.5K
|
5.31K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
781+ 0.57% |
$60.4K - $70.4K
|
137K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
748New |
$57.8K - $67.4K
|
748
$57.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
652+ 22.18% |
$50.4K - $58.8K
|
3.59K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
631+ 2.63% |
$48.8K - $56.9K
|
24.6K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
623+ 0.4% |
$48.2K - $56.2K
|
156K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
621+ 17.51% |
$48K - $56K
|
4.17K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
621+ 11.46% |
$48K - $56K
|
6.04K
$464K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
619+ 3.58% |
$47.9K - $55.8K
|
17.9K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
611+ 13.97% |
$47.2K - $55.1K
|
4.98K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
568+ 9.5% |
$43.9K - $51.2K
|
6.55K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
540+ 8.81% |
$41.8K - $48.7K
|
6.67K
$513K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
539+ 2.2% |
$41.7K - $48.6K
|
25K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
535+ 431.45% |
$41.4K - $48.2K
|
659
$50.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
530New |
$41K - $47.8K
|
530
$40.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
529+ 2.07% |
$40.9K - $47.7K
|
26.1K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
523+ 8.66% |
$40.4K - $47.2K
|
6.56K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
493+ 10.28% |
$38.1K - $44.4K
|
5.29K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
445+ 5.6% |
$34.4K - $40.1K
|
8.39K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
410+ 2.55% |
$31.7K - $37K
|
16.5K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
385+ 2.64% |
$29.8K - $34.7K
|
15K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
382New |
$29.5K - $34.4K
|
382
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
376+ 1.22% |
$29.1K - $33.9K
|
31.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
369+ 7.82% |
$28.5K - $33.3K
|
5.09K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
359+ 3.91% |
$27.8K - $32.4K
|
9.55K
$734K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
353New |
$27.3K - $31.8K
|
353
$27.2K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
330+ 32.26% |
$25.5K - $29.8K
|
1.35K
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
323+ 1.22% |
$25K - $29.1K
|
26.7K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
300+ 8.47% |
$23.2K - $27K
|
3.84K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
287+ 3.61% |
$22.2K - $25.9K
|
8.25K
$634K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
282+ 6.81% |
$21.8K - $25.4K
|
4.42K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
272New |
$21K - $24.5K
|
272
$20.9K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
264+ 2.35% |
$20.4K - $23.8K
|
11.5K
$885K
|