Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.74K+ 21.32% |
$436K - $474K
|
32.7K
$2.84M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.48K+ 10.21% |
$417K - $453K
|
59.2K
$5.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.42K+ 9.61% |
$412K - $448K
|
61.9K
$5.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
5.41K+ 22.88% |
$411K - $446K
|
29K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.28K+ 18.8% |
$401K - $436K
|
33.4K
$2.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
5.27KNew |
$401K - $435K
|
5.27K
$458K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.17K+ 3.36% |
$393K - $427K
|
159K
$13.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.1KNew |
$388K - $421K
|
5.1K
$444K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.03K+ 5.85% |
$382K - $415K
|
91K
$7.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.93K+ 8.63% |
$375K - $407K
|
62.1K
$5.39M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4.83KNew |
$367K - $398K
|
4.83K
$419K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.79K+ 7.91% |
$364K - $395K
|
65.4K
$5.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.79K+ 4.63% |
$364K - $395K
|
108K
$9.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.6K+ 100.0% |
$350K - $380K
|
9.2K
$800K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$350K - $380K
|
4.6K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.46K+ 6.97% |
$339K - $368K
|
68.5K
$5.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
4.27KNew |
$325K - $352K
|
4.27K
$371K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.26K+ 18.67% |
$324K - $352K
|
27.1K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.9KNew |
$296K - $322K
|
3.9K
$339K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.77KNew |
$287K - $311K
|
3.77K
$328K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.68K+ 53.35% |
$280K - $304K
|
10.6K
$920K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.62K+ 1.86% |
$275K - $299K
|
199K
$17.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.57K+ 1.25% |
$271K - $294K
|
289K
$25.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.55K+ 1.21% |
$270K - $293K
|
296K
$25.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.48K+ 3.62% |
$264K - $287K
|
99.5K
$8.65M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.45K+ 3.1% |
$262K - $284K
|
115K
$9.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.42K+ 8.35% |
$260K - $282K
|
44.4K
$3.86M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.36K+ 11.86% |
$255K - $277K
|
31.7K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.35K+ 85.03% |
$255K - $277K
|
7.29K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.18KNew |
$242K - $262K
|
3.18K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.13K+ 30.52% |
$238K - $258K
|
13.4K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.09KNew |
$235K - $255K
|
3.09K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2.96K+ 1.09% |
$225K - $244K
|
275K
$23.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.74K+ 1.67% |
$208K - $226K
|
166K
$14.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.61KNew |
$199K - $216K
|
2.61K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 2.02% |
$196K - $213K
|
130K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.51K+ 10.6% |
$191K - $207K
|
26.2K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.44K+ 10.3% |
$185K - $201K
|
26.1K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.31K+ 2.16% |
$176K - $191K
|
110K
$9.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 48.4% |
$176K - $191K
|
7.09K
$616K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.2K+ 11.94% |
$167K - $181K
|
20.6K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.13K+ 2.35% |
$162K - $176K
|
93K
$8.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
2.08K+ 16.16% |
$158K - $171K
|
14.9K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 10.88% |
$154K - $167K
|
20.7K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.88KNew |
$143K - $155K
|
1.88K
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.87K+ 12.48% |
$142K - $154K
|
16.8K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.77K+ 9.31% |
$134K - $146K
|
20.7K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.74K+ 4.03% |
$132K - $143K
|
44.8K
$3.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.72K+ 13.44% |
$131K - $142K
|
14.5K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.7K+ 2.25% |
$129K - $140K
|
77.2K
$6.71M
|