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 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3K- 4.82% |
$232K - $271K
|
59.3K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.03K- 44.55% |
$234K - $273K
|
3.77K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.06K- 3.81% |
$236K - $276K
|
77.2K
$5.94M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.18K- 5.67% |
$246K - $287K
|
52.9K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.2K- 31.31% |
$247K - $289K
|
7.02K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.28K- 2.91% |
$254K - $296K
|
110K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.48K- 14.68% |
$269K - $314K
|
20.2K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-3.91K- 2.41% |
$303K - $353K
|
159K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.05K- 27.13% |
$313K - $365K
|
10.9K
$836K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.13K- 0.49% |
$319K - $372K
|
834K
$64.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-4.26K- 12.26% |
$330K - $384K
|
30.5K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.72K- 1.79% |
$365K - $425K
|
258K
$19.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.91K- 5.23% |
$380K - $443K
|
89.1K
$6.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.41K- 36.19% |
$419K - $488K
|
9.54K
$734K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.78K- 31.17% |
$447K - $521K
|
12.8K
$982K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.9K- 16.46% |
$456K - $532K
|
29.9K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.97K- 54.68% |
$462K - $539K
|
4.95K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.16K- 25.25% |
$477K - $556K
|
18.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.44K- 21.78% |
$498K - $581K
|
23.1K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.72K- 8.98% |
$520K - $606K
|
68.1K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.79K- 10.78% |
$525K - $612K
|
56.2K
$4.32M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.87K- 16.1% |
$531K - $619K
|
35.8K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-7.17K- 3.65% |
$554K - $646K
|
189K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.37K- 14.6% |
$570K - $665K
|
43.1K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.56K- 10.37% |
$585K - $682K
|
65.3K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.12K- 7.12% |
$628K - $732K
|
106K
$8.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-13.4K- 70.55% |
$1.03M - $1.2M
|
5.58K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-13.7K- 21.23% |
$1.06M - $1.24M
|
51K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.8K- 25.84% |
$1.06M - $1.24M
|
39.5K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-14.8K- 6.35% |
$1.14M - $1.33M
|
218K
$16.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-15.7K- 24.95% |
$1.21M - $1.41M
|
47.1K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.2K- 17.64% |
$1.25M - $1.46M
|
75.5K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.4K- 61.12% |
$1.26M - $1.47M
|
10.4K
$801K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-17.3K- 13.3% |
$1.34M - $1.56M
|
113K
$8.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.6K- 82.24% |
$1.36M - $1.59M
|
3.8K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.4K- 5.85% |
$1.42M - $1.66M
|
295K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.8K- 73.05% |
$1.45M - $1.69M
|
6.93K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-19.2K- 12.98% |
$1.48M - $1.73M
|
128K
$9.88M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-20.8K- 84.18% |
$1.61M - $1.88M
|
3.91K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-23.4K- 11.33% |
$1.81M - $2.11M
|
183K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.4K- 5.64% |
$1.88M - $2.2M
|
408K
$31.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.2K- 30.3% |
$1.95M - $2.27M
|
57.9K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 55.41% |
$1.99M - $2.32M
|
20.7K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.9K- 3.87% |
$2.16M - $2.51M
|
692K
$53.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 25.38% |
$2.31M - $2.69M
|
87.8K
$6.75M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.8K- 13.49% |
$2.61M - $3.05M
|
217K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-35.1K- 82.6% |
$2.72M - $3.17M
|
7.4K
$569K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-42.2K- 89.81% |
$3.27M - $3.81M
|
4.79K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-43.2K- 93.6% |
$3.34M - $3.9M
|
2.96K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.1K- 12.16% |
$3.56M - $4.15M
|
333K
$25.6M
|