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 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
209+ 0.81% |
$15.9K - $17.2K
|
26.1K
$2.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
206+ 0.88% |
$15.7K - $17K
|
23.6K
$2.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
201+ 1.24% |
$15.3K - $16.6K
|
16.4K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
199+ 7.11% |
$15.1K - $16.4K
|
3K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
185+ 5.13% |
$14.1K - $15.3K
|
3.79K
$329K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
180+ 1.96% |
$13.7K - $14.9K
|
9.36K
$813K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
169+ 0.21% |
$12.8K - $13.9K
|
82.6K
$7.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
161+ 1.04% |
$12.2K - $13.3K
|
15.7K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159+ 0.66% |
$12.1K - $13.1K
|
24.3K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
155+ 4.15% |
$11.8K - $12.8K
|
3.89K
$338K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
153+ 1.58% |
$11.6K - $12.6K
|
9.85K
$856K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
152New |
$11.6K - $12.5K
|
152
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
152+ 0.27% |
$11.6K - $12.5K
|
57.1K
$4.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
151+ 1.94% |
$11.5K - $12.5K
|
7.92K
$688K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
151New |
$11.5K - $12.5K
|
151
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142+ 92.81% |
$10.8K - $11.7K
|
295
$25.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
141+ 1.4% |
$10.7K - $11.6K
|
10.2K
$886K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
134+ 1.9% |
$10.2K - $11.1K
|
7.17K
$623K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
133+ 0.75% |
$10.1K - $11K
|
17.8K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
130New |
$9.88K - $10.7K
|
130
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
129+ 88.36% |
$9.81K - $10.6K
|
275
$23.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
126+ 1.32% |
$9.58K - $10.4K
|
9.66K
$839K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
125+ 0.98% |
$9.5K - $10.3K
|
12.9K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
117+ 2.14% |
$8.89K - $9.66K
|
5.59K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
99+ 1.78% |
$7.52K - $8.17K
|
5.67K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
92New |
$6.99K - $7.59K
|
92
$7.99K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
90+ 2.21% |
$6.84K - $7.43K
|
4.17K
$362K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
90New |
$6.84K - $7.43K
|
90
$7.82K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
88+ 2.78% |
$6.69K - $7.26K
|
3.25K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 1.83% |
$6.54K - $7.1K
|
4.79K
$416K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
74New |
$5.62K - $6.11K
|
74
$6.43K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$4.56K - $4.95K
|
60
$5.21K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
60+ 0.4% |
$4.56K - $4.95K
|
15.1K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 0.22% |
$4.1K - $4.46K
|
24.2K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
54+ 0.14% |
$4.1K - $4.46K
|
37.4K
$3.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
52+ 0.34% |
$3.95K - $4.29K
|
15.4K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
51+ 0.98% |
$3.88K - $4.21K
|
5.26K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 2.34% |
$2.51K - $2.72K
|
1.44K
$125K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
31+ 0.19% |
$2.36K - $2.56K
|
16K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
31+ 0.67% |
$2.36K - $2.56K
|
4.63K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28+ 0.67% |
$2.13K - $2.31K
|
4.23K
$368K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
26+ 0.03% |
$1.98K - $2.15K
|
82.4K
$7.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 0.05% |
$1.98K - $2.15K
|
47.6K
$4.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25+ 0.27% |
$1.9K - $2.06K
|
9.18K
$797K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 0.49% |
$1.9K - $2.06K
|
5.17K
$450K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
24+ 0.68% |
$1.82K - $1.98K
|
3.56K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
24+ 0.05% |
$1.82K - $1.98K
|
52.5K
$4.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
23+ 0.84% |
$1.75K - $1.9K
|
2.77K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 0.42% |
$1.75K - $1.9K
|
5.57K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
19+ 0.13% |
$1.44K - $1.57K
|
14.3K
$1.25M
|