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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.7K+ 2.25% |
$129K - $140K
|
77.2K
$6.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.69K+ 3.41% |
$128K - $139K
|
51.3K
$4.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.66K+ 22.41% |
$126K - $137K
|
9.07K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.59K+ 13.06% |
$121K - $132K
|
13.8K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.57K+ 4.43% |
$119K - $129K
|
36.9K
$3.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.44KNew |
$109K - $118K
|
1.44K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.43K+ 20.74% |
$109K - $118K
|
8.34K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.42KNew |
$108K - $117K
|
1.42K
$126K
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.4K+ 1.22% |
$107K - $116K
|
116K
$10.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 18.47% |
$106K - $115K
|
8.92K
$793K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 19.09% |
$105K - $114K
|
8.59K
$763K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.36K+ 1.16% |
$104K - $113K
|
119K
$10.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.35K+ 1.09% |
$103K - $112K
|
125K
$11.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
1.33K+ 3.34% |
$101K - $110K
|
41.1K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.27K+ 1.98% |
$96.6K - $105K
|
65.6K
$5.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.27K+ 35.7% |
$96.5K - $105K
|
4.83K
$429K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.25K+ 16.04% |
$95.3K - $103K
|
9.07K
$806K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.23K+ 0.99% |
$93.7K - $102K
|
126K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.17KNew |
$89.2K - $96.8K
|
1.17K
$104K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.14K+ 21.14% |
$86.9K - $94.3K
|
6.55K
$582K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
929+ 12.02% |
$70.6K - $76.7K
|
8.66K
$769K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
928+ 2.9% |
$70.5K - $76.6K
|
33K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
814+ 5.32% |
$61.9K - $67.2K
|
16.1K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
799+ 1.82% |
$60.7K - $65.9K
|
44.7K
$3.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
756+ 2.25% |
$57.5K - $62.4K
|
34.4K
$3.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
745+ 8.53% |
$56.6K - $61.5K
|
9.48K
$842K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
743New |
$56.5K - $61.3K
|
743
$66K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
686+ 1.1% |
$52.1K - $56.6K
|
62.8K
$5.58M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
682+ 6.83% |
$51.8K - $56.3K
|
10.7K
$947K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
650+ 2.05% |
$49.4K - $53.6K
|
32.4K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
632New |
$48K - $52.2K
|
632
$56.1K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
590+ 2.36% |
$44.8K - $48.7K
|
25.6K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
552+ 5.58% |
$42K - $45.6K
|
10.4K
$928K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
541+ 1.02% |
$41.1K - $44.6K
|
53.6K
$4.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
514+ 4.72% |
$39.1K - $42.4K
|
11.4K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
501+ 0.85% |
$38.1K - $41.3K
|
59.8K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
481+ 1.61% |
$36.6K - $39.7K
|
30.3K
$2.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
434+ 7.77% |
$33K - $35.8K
|
6.02K
$535K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
414New |
$31.5K - $34.2K
|
414
$36.8K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
384+ 3.02% |
$29.2K - $31.7K
|
13.1K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
350+ 3.12% |
$26.6K - $28.9K
|
11.6K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
348+ 1740.0% |
$26.5K - $28.7K
|
368
$32.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
326+ 4.53% |
$24.8K - $26.9K
|
7.53K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
324+ 4.64% |
$24.6K - $26.7K
|
7.31K
$649K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
306+ 5100.0% |
$23.3K - $25.3K
|
312
$27.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
305New |
$23.2K - $25.2K
|
305
$27.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
262New |
$19.9K - $21.6K
|
262
$23.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
260+ 1.53% |
$19.8K - $21.5K
|
17.3K
$1.54M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
260+ 2.53% |
$19.8K - $21.5K
|
10.5K
$937K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
250New |
$19K - $20.6K
|
250
$22.2K
|