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 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
258New |
$20K - $23.3K
|
258
$19.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
257New |
$19.9K - $23.2K
|
257
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
253+ 0.72% |
$19.6K - $22.8K
|
35.4K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
241+ 8.92% |
$18.6K - $21.7K
|
2.94K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
224+ 5.69% |
$17.3K - $20.2K
|
4.16K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
222+ 0.14% |
$17.2K - $20K
|
162K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
220+ 4.65% |
$17K - $19.8K
|
4.95K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
218New |
$16.9K - $19.7K
|
218
$16.8K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
217+ 7.71% |
$16.8K - $19.6K
|
3.03K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
185+ 4.68% |
$14.3K - $16.7K
|
4.14K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
184+ 1.56% |
$14.2K - $16.6K
|
12K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172+ 5.23% |
$13.3K - $15.5K
|
3.46K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
170+ 0.25% |
$13.1K - $15.3K
|
67K
$5.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
168+ 3.44% |
$13K - $15.1K
|
5.05K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
152+ 1.5% |
$11.8K - $13.7K
|
10.3K
$789K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
147New |
$11.4K - $13.3K
|
147
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
146+ 5.81% |
$11.3K - $13.2K
|
2.66K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
139+ 1.16% |
$10.7K - $12.5K
|
12.1K
$929K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
137+ 0.23% |
$10.6K - $12.4K
|
58.6K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
129+ 1433.33% |
$9.98K - $11.6K
|
138
$10.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
113+ 1.6% |
$8.74K - $10.2K
|
7.17K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
109New |
$8.43K - $9.83K
|
109
$8.38K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
107+ 3.43% |
$8.27K - $9.65K
|
3.22K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
101+ 1.49% |
$7.81K - $9.11K
|
6.88K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
92+ 0.18% |
$7.11K - $8.29K
|
51.3K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
90+ 3.31% |
$6.96K - $8.11K
|
2.81K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
82+ 2.09% |
$6.34K - $7.39K
|
4K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
80+ 7.3% |
$6.19K - $7.21K
|
1.18K
$90.5K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
79+ 0.13% |
$6.11K - $7.12K
|
60.2K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77+ 256.67% |
$5.95K - $6.94K
|
107
$8.23K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76New |
$5.88K - $6.85K
|
76
$5.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
75+ 2.11% |
$5.8K - $6.76K
|
3.62K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
73+ 0.66% |
$5.65K - $6.58K
|
11.2K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 3.2% |
$5.65K - $6.58K
|
2.36K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
70+ 0.32% |
$5.41K - $6.31K
|
21.7K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
62+ 1.16% |
$4.79K - $5.59K
|
5.4K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
58+ 0.44% |
$4.49K - $5.23K
|
13.4K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$3.87K - $4.51K
|
50
$3.85K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
46New |
$3.56K - $4.15K
|
46
$3.54K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
46New |
$3.56K - $4.15K
|
46
$3.54K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
44New |
$3.4K - $3.97K
|
44
$3.38K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
41New |
$3.17K - $3.7K
|
41
$3.15K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
40+ 500.0% |
$3.09K - $3.61K
|
48
$3.69K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
38+ 0.79% |
$2.94K - $3.43K
|
4.86K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
35+ 0.99% |
$2.71K - $3.16K
|
3.59K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
34New |
$2.63K - $3.07K
|
34
$2.62K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$2.32K - $2.7K
|
30
$2.31K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30New |
$2.32K - $2.7K
|
30
$2.31K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 5.51% |
$2.17K - $2.52K
|
536
$41.2K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
26+ 0.47% |
$2.01K - $2.34K
|
5.54K
$426K
|