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 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-798- 15.75% |
$61.7K - $71.9K
|
4.27K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-802- 2.31% |
$62K - $72.3K
|
33.9K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-814- 5.17% |
$62.9K - $73.4K
|
14.9K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-885- 12.41% |
$68.4K - $79.8K
|
6.25K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-897Closed |
$69.4K - $80.9K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-925- 1.57% |
$71.5K - $83.4K
|
57.9K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-937- 2.44% |
$72.5K - $84.5K
|
37.4K
$2.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-957- 2.44% |
$74K - $86.3K
|
38.2K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-958- 2.25% |
$74.1K - $86.4K
|
41.7K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-966- 7.28% |
$74.7K - $87.1K
|
12.3K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-973- 3.71% |
$75.2K - $87.7K
|
25.3K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-976- 24.19% |
$75.5K - $88K
|
3.06K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1K- 11.5% |
$77.6K - $90.5K
|
7.73K
$594K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 10.93% |
$77.8K - $90.7K
|
8.2K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.05K- 2.74% |
$80.8K - $94.2K
|
37.1K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.06K- 6.59% |
$82K - $95.6K
|
15K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.06K- 3.53% |
$82.2K - $95.8K
|
29K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.11K- 4.87% |
$86K - $100K
|
21.7K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.12K- 4.41% |
$86.2K - $101K
|
24.1K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.16K- 10.24% |
$89.6K - $104K
|
10.2K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.2K- 10.81% |
$92.6K - $108K
|
9.88K
$760K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.25K- 5.69% |
$96.5K - $113K
|
20.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.32K- 32.44% |
$102K - $119K
|
2.76K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.34K- 15.81% |
$104K - $121K
|
7.13K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.37K- 1.82% |
$106K - $124K
|
73.9K
$5.69M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.39K- 9.83% |
$107K - $125K
|
12.7K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-1.42K- 25.34% |
$109K - $128K
|
4.17K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 2.71% |
$110K - $128K
|
51K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.42K- 16.28% |
$110K - $128K
|
7.31K
$562K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.44K- 1.92% |
$112K - $130K
|
73.9K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-1.5K- 0.93% |
$116K - $135K
|
160K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.64K- 13.11% |
$127K - $148K
|
10.9K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.66K- 4.42% |
$128K - $150K
|
35.9K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.73K- 41.65% |
$134K - $156K
|
2.42K
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.78K- 3.8% |
$137K - $160K
|
45K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.8K- 5.2% |
$140K - $163K
|
32.9K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-1.87K- 15.9% |
$144K - $168K
|
9.87K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.99K- 4.96% |
$154K - $179K
|
38K
$2.93M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.07K- 3.67% |
$160K - $187K
|
54.3K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.14K- 1.41% |
$166K - $193K
|
150K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.16K- 3.73% |
$167K - $195K
|
55.7K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.17K- 89.62% |
$167K - $195K
|
251
$19.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.2K- 2.89% |
$170K - $198K
|
73.9K
$5.69M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.27K- 8.03% |
$176K - $205K
|
26.1K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.44K- 18.11% |
$189K - $220K
|
11K
$849K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 10.48% |
$194K - $226K
|
21.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.66K- 22.71% |
$206K - $240K
|
9.05K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 7.68% |
$211K - $246K
|
32.8K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.83K- 0.94% |
$219K - $255K
|
300K
$23.1M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.95K- 2.88% |
$228K - $266K
|
99.5K
$7.65M
|